Preliminary Survey Scope (1217)

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Background

When a project has been identified to be built, a survey has to be completed to select the route, locate existing features of the route, identify areas of environmental impacts, identify areas of Right of Way acquisition, help to determine the costs of the project, and design the project.

The Preliminary Survey Scope record is intended to capture all anticipated improvements during the scoping phase of a project. All identified deficiencies are documented so that enough information is gathered to allow the designer to analyze the data and decide if changes are needed to the final design. This record is completed prior to any survey work being performed. During the presurvey conference, any known problems or oversight issues will be discussed and documented in the record.

Access: This record is located in the Records module of PMWeb.

Job Aids

The following job aids and reference guides are relevant to the Preliminary Survey Scope record:

Create a Preliminary Survey Scope

To request additional training or documentation, please submit a Help Request in PMWeb.

Record Guidance

Required Sections Header

In the Required Sections header section, the submitter can identify which sub-tabs in the form are required. The submitter only needs to fill out the tables in the sub-tabs that they designated as required.

Sub-tab Tables

Information from most of the "Notes" columns in the tables in this record will carry over information to the final report output. However, any notes you add to tables with a yellow caution triangle icon in the "Notes" column header will not be included on the final report output.

Topography Table

The Topography table in the Design Survey sub-tab contains sub-headers. PMWeb tables do not accommodate section headings. Thus, section headings are designated in the "Section" column.

For a visual representation of how you should consider the Topography table, see below:

Alternative representation of Topography table.

Note: The above image is a rendering for illustrative purposes and does not exist as a functional table in PMWeb.

The following items are table sub-headers and should not be used as normal line items:

Survey Method
Locate Features
Collection Method
Documentation Required
Submit Electronic Products On

Workflow Guidance

After the submitter sends the record to workflow, it goes to whoever is assigned as the project's Survey Coordinator. When the Survey Coordinator approves the record, the Project Manager is automatically copied on the approval. There is only one Workflow step after the original submission.

Report Guidance

The Row-Survey-Preliminary Survey Scope (1217) report is available via BI Reporting.

Integration and Trigger Guidance

The Preliminary Survey Scope record integrates with or triggers to/from the following:

In the Preliminary Survey Scope record's details header section, PMWeb pulls in the Planned Ad Date, FIR Date, and FOR Date fields from the project's Schedule record milestone dates.
- Note: All date fields are planned dates, not actual dates.
The other date fields (Date Survey Rqd and ROWPR Date) must be manually entered.

Record Detail section of the Preliminary Survey Scope record.

FAQs

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