[USER MANUAL]CONTRACTOR DATABASE MANAGEMENT SYSTEM

MINISTRY OF PHYSICAL PLANNING,WORKS AND TRANSPORT MANAGEMENTGUIDELINES FOR CONTRACTOR DATABASE MANAGEMENT SYSTEM

VERSION 1.2(CONTRACTOR- NEPALI)

2012

USER MANUAL 2012

DISCLAIMER

This document is the intellectual property of MoPPWTM-Contractor Database Management System (CDMS). The information contained in this user manual is furnished for information use only. Unauthorized use or duplication of any idea contained here is prohibited. Moreover, no part of this document will be shared, distributed or otherwise revealed to the third party, for commercial or non commercial reasons.

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USER MANUAL 2012

PREFACE

This user manual has been prepared to provide guidance to the users of Contractor Database Management system (CDMS) in operating the system. This manual will instruct you on the functionalities of CDMS that can be used to perform the desired task using the system.

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HELPFUL HINTS

1. Use “Tab” key to move to the field you’d like to add information in the form.2. The asterisk (*) sign seen with the label in any form indicates that the fields for it

cannot be left blank (i.e. mandatory fields).3. If the information provided in the text field is invalid or is mandatory the “Error

Message” will display on the page.

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Table of Contents1 Getting started.................................................................................................................1

1.1 Logging in..................................................................................................................11.2 Creating new user.....................................................................................................21.3 Check email address and change password..............................................................31.4 Change password......................................................................................................3

2 CDMS Application homepage...........................................................................................43 Request for license...........................................................................................................5

3.1 Company information................................................................................................53.2 Workers.....................................................................................................................73.3 Work description.......................................................................................................83.4 Vehicles and machinery..........................................................................................123.5 Financial information...............................................................................................123.6 Disclaimer...............................................................................................................14

4 Request for license renewal...........................................................................................154.1 License renew.........................................................................................................154.2 Work description.....................................................................................................174.3 Goods Imported.......................................................................................................234.4 Goods returned.......................................................................................................254.5 Disclaimer...............................................................................................................26

5 JV Works.........................................................................................................................286 Reports...........................................................................................................................28

6.1 Financial situation...................................................................................................286.2 Work description.....................................................................................................30

7 Contractor Database......................................................................................................318 Generate user manual....................................................................................................329 Logout............................................................................................................................33

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Table of Figures

Figure 1: Login page...............................................................................................................1Figure 2: Form to add new user..............................................................................................2Figure 3: Registration confirmation message..........................................................................2Figure 4: Check email address and change password.............................................................3Figure 5: Update message......................................................................................................3Figure 6: Change password.....................................................................................................4Figure 7: CDMS application homepage....................................................................................4Figure 8: Company information form......................................................................................6Figure 9: Confirmation message.............................................................................................7Figure 10: Workers form..........................................................................................................7Figure 11: Confirmation message...........................................................................................8Figure 12: Work description form............................................................................................8Figure 13: Add work description............................................................................................10Figure 14: Confirmation message.........................................................................................10Figure 15: List view of work description................................................................................11Figure 16: Vehicles and machinery form...............................................................................12Figure 17: Confirmation message.........................................................................................12Figure 18: Financial information form...................................................................................13Figure 19: Confirmation message.........................................................................................14Figure 20: Disclaimer form....................................................................................................14Figure 21: Confirmation message.........................................................................................15Figure 22: License renew form..............................................................................................16Figure 23: Confirmation message.........................................................................................17Figure 24: Work description form..........................................................................................17Figure 25: Add work description............................................................................................19Figure 26: Confirmation message.........................................................................................20Figure 27: List view of work description................................................................................20Figure 28: View work description..........................................................................................22Figure 29: Goods Imported....................................................................................................23Figure 30: Add goods imported details..................................................................................24Figure 31: Confirmation message.........................................................................................24Figure 32: List view of goods imported..................................................................................25Figure 33: Goods returned....................................................................................................26Figure 34: Disclaimer form....................................................................................................27Figure 35: Confirmation message.........................................................................................27Figure 36: List view of JV works.............................................................................................28Figure 37: Sub menus under reports.....................................................................................28Figure 38: Form to generate report of financial situation......................................................29Figure 39: Financial situation report......................................................................................29Figure 40: Form to generate report of Work Description.......................................................30Figure 41: Work description report........................................................................................31Figure 42: Contractor database search.................................................................................31Figure 43: Contractor Database list view..............................................................................32Figure 44: Generate user manual..........................................................................................32Figure 45: Logout..................................................................................................................33

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1 Getting started

Welcome to CDMS Application user guide! This user manual will assist you in working with the modules of CDMS Application. Before you begin please make sure that you have your Username and Password to log into the system.

1.1 Logging in To log into the CDMS Application.

1. Open any browser as per your convenience and type the following URL: http://192.168.50.70/CDMS/

2. You will see the following page.3. Enter valid username and password.

4. Click button.

Figure 1: Login page

Note: Password is case-sensitive

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If you do not have an account, you can create new account by clicking on “New User” from the login page.

1.2 Creating new user1. Click on “New User” from the login page.2. A form will display.3. Select the user type4. Enter the description of firm or company.5. Enter username, password and email of the user.

6. Click to save the information else click to cancel the process.

Figure 2: Form to add new user

Once you save the information the new user will be created and the confirmation message is displayed.

Figure 3: Registration confirmation message

The user should be activated once the registration is done. It is done by the administrator. When the contractor is approved and activated by the administration, the user can log into the system using his/her username and password.

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1.3 Check email address and change password1. The administrator activates the contractor. Now, you can enter the system.2. On logging in the system for the first time, you will be asked to check the email

address and change password.3. The page will be loaded every time you log into the system unless you change the

password and check email address.

Figure 4: Check email address and change password

Confirmation message is displayed when you click the button.

Figure 5: Update message

1.4 Change passwordIf you want to change the password:

1. Click “Change password” from the top.2. A form will display.3. Enter old password and new password

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4. Click to set new password else click to cancel changing the password.

Figure 6: Change password

2 CDMS Application homepage

Figure 7: CDMS application homepage

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Once you have successfully logged into the system, you are presented with CDMS Application Homepage, at the top panel, you can see the menu containing the task that you can perform. At the top right corner there is an option for Logout, search and Change Password.

3 Request for licenseClick on “request for license” from the menu the form will display where you have to enter information regarding, workers, work description, vehicles and machinery, financial information and disclaimer.

3.1 Company information1. Click on “Company information” from the menu bar under “Request for license”.2. A form will display3. The information provided about the company while registering the user will be

displayed in the respective fields. You cannot change this information.4. Enter required information about applicants firm.5. Select the nature of firm or company.6. Enter the information of the company’s authorized contact persons.7. Give company’s description8. Select the class intended for license. Basically there are four classes listed as A, B, C

and D.9. Select group intended to be grouped into.

10. Click button to save the information else click button.

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Figure 8: Company information form

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Once you save the information you will be directed to the “workers” page where the confirmation message is displayed.

Figure 9: Confirmation message

3.2 Workers

Figure 10: Workers form

Under this menu you can enter the workers information who are involved in the company work.

1. Enter name2. Select worker type3. Enter position4. Enter education5. Enter experience6. Upload CV.

7. You can add new row to add more workers by clicking on button.

8. You can also remove the previous data by clicking on button.

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9. Click to save the workers information.10. You will be directed to the work description page where the confirmation message

will be displayed.

Figure 11: Confirmation message

3.3 Work description

Figure 12: Work description form

Under this menu you can enter the work description of the workers.

1. Click on button.2. A form will display3. Select construction category and fiscal year4. Enter the name of project/plan5. Enter the address of project office6. Enter information of construction entrepreneur’s engineers7. Enter year of work and amount in NPR8. Enter procurement entity

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9. Enter details of procurement officer10. Enter other required information

11. Click to save the information12. Click to go to next page.

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Figure 13: Add work description

Once you save the information the work description will be listed in the list page and the confirmation message is displayed.

Figure 14: Confirmation message

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Figure 15: List view of work description

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3.4 Vehicles and machinery

Figure 16: Vehicles and machinery form

1. Enter name, registration number, capacity, quantity, value, purchase date and other details

2. Upload the machinery certifying document verified by the respective engineer by clicking on button.

3. Click button to save the information.

3.5 Financial informationOnce you save the information you will be directed to the “Financial information” page where the confirmation message of “vehicles and machinery” added will be displayed.

Figure 17: Confirmation message

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Figure 18: Financial information form

1. You can add the row by clicking button and remove it by clicking on button.

2. Enter financial source description3. Enter financial situation4. Enter details of annual construction turnover5. Upload tax clearance certificate by clicking button.

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6. Select the fiscal year.

7. Click button.

3.6 DisclaimerOnce you save the information you will be directed to the “Disclaimer” page where the confirmation message of “Financial information” added will be displayed.

Figure 19: Confirmation message

1. Enter the applicants name and post.2. Upload construction entrepreneurs seal3. Select the check box to agree the conditions applied in the process.

4. Click button.5. The information will be submitted

Figure 20: Disclaimer form

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Figure 21: Confirmation message

Once the request is submitted, you can export it to pdf by clicking on button from the disclaimers page.

Note: The sent request will be verified by the administration. So, after the admin verifies the request, the request will be approved.

4 Request for license renewalClick on “request for license renewal” from the menu, the form will display where you have to enter information regarding license renew, work description, goods imported, goods returned and disclaimer.

4.1 License renew1. Click on “License renew” from the menu2. A form will display3. Under applicant’s firm information, select the fiscal year for renewal, other details will

be displayed as it was entered while sending request for license.4. Information regarding construction entrepreneur registering office, construction

entrepreneur and license will be displayed as it was entered while sending request for license approval, so no need to feed that information.

5. Enter information of union, organization or federation.6. Provide details of financial situation and annual construction turnover7. Upload tax clearance certificate.

8. Click button.

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Figure 22: License renew form

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4.2 Work descriptionWhen you click “Save” button on the license renew form you will be directed to the work description page where the confirmation message is displayed. You can add the work details from this menu.

Figure 23: Confirmation message

Figure 24: Work description form

1. Click on button.2. A form will display3. Select construction category

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4. Fiscal year will be saved as it was entered in the previous form so it cannot be altered.

5. Enter construction entrepreneurs information6. Enter name of project/plan7. Provide information of project officer8. Provide information of construction entrepreneurs engineers9. Enter workers description10. Enter year of work, amount in NPR and procurement entity11. Provide information of procurement officer12. Enter other required fields.

13. Click button.

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Figure 25: Add work description

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When you save the information you will be directed to the list page where confirmation message is displayed.

Figure 26: Confirmation message

Figure 27: List view of work description

In the list view you can perform actions such as export, view, edit and delete. Click “View” from the list page, the detail view is displayed.

Note: you cannot alter the data from this page.

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Figure 28: View work description

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If you want to edit the provided information, click on “Edit” button and change the data. Save the data once you enter new data.

Similarly, click “Export” to export the data to the pdf.

On clicking save button “Goods Imported” page will be displayed.

4.3 Goods ImportedGoods Imported page will be displayed once you save the work description. The following page will display:

Figure 29: Goods Imported

1. Click 2. A form will display3. Provide the description of the goods imported under facility

4. You can add the row by clicking on button and remove the previous by clicking

on button.5. Upload goods document

6. Click button.

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Figure 30: Add goods imported details

When you save the information you will be directed to the list page where confirmation message is displayed.

Figure 31: Confirmation message

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Figure 32: List view of goods imported

From the list page you can perform the actions such as export, view, edit and delete.

4.4 Goods returnedGoods returned page will be displayed once you save the goods imported details. The following page will display:

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Figure 33: Goods returned

1. Click “View” to get the detail view and “Edit” to change the saved data.

2. Click to go to disclaimers page.

4.5 Disclaimer Once you save the information you will be directed to the “Disclaimer” page.

1. Enter the applicants name and post.2. Upload construction entrepreneurs seal3. Select the check box to agree the conditions applied in the process.

4. Click button.5. The information will be submitted.

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Figure 34: Disclaimer form

Click button, confirmation message will be displayed.

Figure 35: Confirmation message

License renew information will be displayed in the list view.

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5 JV Works

Figure 36: List view of JV works

1. Click on “View” to view the details of works under JV.2. You can export the detail to pdf by clicking on “Export”.

6 ReportsUnder “Reports” there are two sub-menus as follows:

Figure 37: Sub menus under reports

Reports of financial situation and work description can be generated from this module.

6.1 Financial situationTo get the reports of the financial situation:

1. Click “Financial situation” sub menus2. A form will display

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3. Select “Fiscal year from” and “Fiscal year to”

4. Click to generate the report.

Figure 38: Form to generate report of financial situation

Figure 39: Financial situation report

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6.2 Work descriptionTo get the report of the work description:

1. Click “Work Description” sub menu2. A form will display3. Select “Category” 4. Enter “From date” and “To date”5. Enter “Amount from” and “Amount to”

6. Click to generate the report else click to re-enter the data.

Figure 40: Form to generate report of Work Description

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Figure 41: Work description report

You can view the details by clicking on “View” The detail view is displayed.

7 Contractor DatabaseIn this module, all the registered companies are listed for the contractor’s reference.

The companies are listed along with the details of address, email, telephone, fax, web address, country and group.

Figure 42: Contractor database search

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Figure 43: Contractor Database list view

8 Generate user manual1. Click on “Help” link on the bottom of the page2. The word file or the respective user’s user manual is downloaded.

Figure 44: Generate user manual

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9 LogoutWhen you want you to log out from the system click on “Logout” from the top left of the page, you will be logged out from the system.

Figure 45: Logout

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Solution for your information

All Rights Reserved. Copyright © Yomari Inc. Pvt. Ltd.

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