MPA Engineering Response Desk Tracker Reviewer User Guide

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Engineering Response
Desk Portal

_____________________________________________________________________________________

REVIEWER/ ASSIGNER/ ADMIN/ REPORTS
USER GUIDE

Prepared By:

ECO Integration, Inc.
8840 Columbia 100 Pkwy, Ste 120
Columbia, MD 21045

Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

Table of Contents
Engineering Response Desk Tracker Application .......................................................................................... 4
Reviewer Role .......................................................................................................................................... 4
ERDP Application Tabs ..................................................................................................................... 4
‘Reviews’ Tab ................................................................................................................................... 5
Searching for Requests .................................................................................................................... 6
Viewing a Request’s Details Page .................................................................................................... 6
Adding/Removing a Reviewer to/from a Request ........................................................................... 7
Completing a Request ...................................................................................................................... 8
Requester Role ........................................................................................................................................ 9
‘Requests’ Tab .................................................................................................................................. 9
Creating a New Request................................................................................................................... 9
Create New Request Page.............................................................................................................. 10
Adding General Information .......................................................................................................... 10
Adding Comments.......................................................................................................................... 11
Adding Documents......................................................................................................................... 12
Adding Contacts ............................................................................................................................. 13
Adding Contracts............................................................................................................................ 14
Adding Links ................................................................................................................................... 15
Adding Location ............................................................................................................................. 15
Submitting Requests for Review .................................................................................................... 16
Downloading Documents............................................................................................................... 17
Editing a Submitted Request.......................................................................................................... 17
Assigner Role .......................................................................................................................................... 19
‘Assignments’ Tab .......................................................................................................................... 19
Marking a Request as High Priority................................................................................................ 19
Adding/Removing a Reviewer to/from a Request ......................................................................... 20
‘Assignment Rules’ Tab .................................................................................................................. 21
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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority
Auto-assigning a Request Category to a Reviewer(s) .................................................................... 21
Administrator Role ................................................................................................................................. 22
‘Admin’ Tab .................................................................................................................................... 22
Assigning User roles ....................................................................................................................... 22
Adding New Categories.................................................................................................................. 23
Editing Categories .......................................................................................................................... 24
Editing Side-Tabs ............................................................................................................................ 24
Reports Role ........................................................................................................................................... 25
‘Reports’ Tab .................................................................................................................................. 25
Create a Report .............................................................................................................................. 25

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

Engineering Response Desk Portal
The Engineering Response Desk Portal was designed to provide a convenient, centralized system that
allows users to file service requests and reviewers to monitor, address, and respond to those requests.

Access
To access the Engineering Response Desk Portal, open an internet browser on your device and enter the
following URL:
http://mpawtceng1:84/ERDPortal

Reviewer Role
The following sections will detail the layout, tools, and functions of the application for Reviewers.

ERDP Application Tabs
At the top of the page are tabs the Reviewer can access to utilize different functions within the
application. The main tabs for Reviewers are Reviews and Requests. If a Reviewer has credentials to
access other roles and functionalities, such as Task Assigner, Admin, and Report Viewer, they will be
located at the top of the page, otherwise these will be hidden from view.

When a Reviewer logs-in and accesses the Engineering Response Desk Portal, they will be presented
with the Reviews tab displaying their Requests for Review. This is a list of all requests that they are
assigned to. The Reviews tab is composed of the Search Panel, and the list of Requests for Review
below.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

‘Reviews’ Tab:
The Reviews tab displays all requests that the Reviewer is responsible to oversee. From this page, users
can check the status of a request, edit a request’s information, or create a new request.
There are three classifications for requests:
o
o
o

General requests submitted without any indicators
Flagged requests indicate a request that is High Priority
Highlighted requests indicate requests that are Overdue

The Request for Reviews list consists of these fields:

•
•
•
•
•
•
•
•
•
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ER No. – Displays the ER No. for that specific request. This is auto-generated when a new
request is created and is hyperlinked for access to this request’s details page.
Request Date – Displays the date the request was created.
Requester – Displays the name of the requester.
Task Description – Displays a description of the request.
Department – Displays the department associated with the request.
Location – Displays the spatial location associated with the request.
Category – Displays the category of the request.
Engineering Task Manager – Displays the Task Manager(s) assigned to that request.
Status – Displays the status of the request.
Completion Date – Displays the date the request was completed.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority
Searching for Requests
Below the tabs at the top of the ERDP, is the Search Panel. In this panel, Reviewers can search for
Requests, either assigned to them or submitted by them (depending on the active tab) by entering
keywords into the Search Panel.

•

Select either the Reviews tab or Requests tab to begin searching for requests.
o Reviews tab – shows a list of all submitted requests the reviewer is assigned to.
o Requests tab – shows a list of all requests the reviewer has submitted.
To access the Search Panel to filter request results, click anywhere on the Search Panel.

•

The search panel will expand offering different filter fields to narrow the search results.

•

Using the text boxes and drop-down menus, fill in as much information about the desired
request as possible.
When the Panel is filled out, click the Search button at the bottom of the panel.
The search results will appear below the Search Panel in the list.
Click on the desired request’s hyperlinked ER No. to see more information about the request.

•

•
•
•

Viewing a Request’s Details Page
•
•

To view a request’s details page, the user can scroll through the Requests for Review list or
use the Search Panel to navigate and find a specific request.
Once the request has been found, click on the ER No. hyperlink.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

•

The Request’s details page will load.

*See Page 9, under the Requester Role, for details on how to update and edit the fields in the
Side-Tabs.

Adding/Removing a Reviewer to/from a Request
A reviewer has the option to add additional reviewers to a specific request.
•

Open a request’s details page and select the Reviewers side-tab on the left-hand side of the
page.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

•
•

•

Users can either scroll through the list of Assigned Users or Available Users or use the
Search box at the top of the lists to narrow down results.
Once they have found the Reviewer they wish to assign to or remove from the request, they
can select the name in the list and click the Add button or Remove button. This will move
the selected Reviewer to the correct list.
Click Save to save the changes.

Completing a Request
Once a reviewer has reviewed and resolved a request they are assigned to, they can complete the
request by clicking the Complete Request button at the bottom of the Request Page.

•
•

A pop-up message will appear asking for confirmation on completing the request.
Click Yes to complete or No to Cancel.

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Once a request has been marked as Completed, the requester will receive an e-mail
notification.
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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

Requester Role
The following sections will detail the layout, tools, and functions of the application for Requesters.
‘Requests’ Tab
The Requests tab, identical to the Reviews tab, displays all requests that the user has submitted.
Requests are ordered by date of submission, from newest to oldest. From this page, users can check the
status of a request, edit a request’s information, or create a new request.
Creating a New Request
From the My Request List page, the user can click on the New Request button to Create a New Request.
•

Underneath the Search Panel on the right-side of the page, click on the New Request button
and the New Request pop-up is displayed.

•
•

This pop-up allows the user to choose the Category that closely matches the service request
need, from a drop-down menu.
Make the selection, then click OK.

•

The Create New Request page will load into the browser.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority
Create New Request Page
The New Request Page Contains 7 Side-Tabs for the user to fill out with details about their request.

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General – Contains input fields with basic details regarding the request.
Comments – Contains comment text boxes allowing for a means of communication between
requesters and reviewers about specifics of the request.
Documents – Contains a platform to upload documents, drawings, pictures, etc. to the
application. This provides a centralized location where these can be accessed and downloaded.
Contacts – Contains a contacts list with contact information of the requester, including Name,
Company, E-mail, and Phone number.
Contracts – Contains a list of Contracts supporting the request that users can add to.
Links – Contains a platform for users to upload supporting URL or ProjectWise links detailing a
request.
Location – Contains a visual display of the spatial location of the new request.

Adding General Information
From the General tab on the Create New Request page, the user will be able to add the Location, Task
Description, Department, and any relevant notes regarding the new request.
•

Once all General request information is entered, click Save.

Note: The Engineering Request number (ER No.), Requester, Task Manager, Request Date, Department,
and Status will all be auto-populated and cannot be edited. These text boxes will be greyed out.

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Maryland Department of Transportation
Maryland Port Authority

Adding Comments
From the Comments tab on the New Request Page, users can click on the Add Comment button to add
a comment.

Note: Comments can be added at any time throughout the lifecycle of a request, however, if a comment
is added after the request has been submitted, the request’s due date will be reset.

•

Click OK. The comment will be posted to the comment wall with the time and date stamp.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

Adding Documents
From the Documents tab on the New Request Page, users can click on the Add Document button and
the Add Document pop-up is displayed.

From here, the user can browse to the location of their document and add it to the request along with a
brief description of the document for reference.

•

Click OK. The document will be added to the Document list.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority
Adding Contacts
From the Contacts tab on the New Request Page, users can click on the Add Contact button and the Add
Contact pop-up is displayed.

From here, the user can select their Contact information from a dropdown menu.

If their contact information is not available from the menu because they are a new requester, they will
need to click the plus/add (+) button next to the drop-down menu to Add a new Contact. The Add New
Contact pop-up will appear where the user can enter the Name, Company, E-mail, and Phone number of
the new contact which will then add this requester to the Contacts database for future requests.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority
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Click OK. The new contact will then appear in the Add Contacts pop-up.

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Click OK in the Add Contacts pop-up and the new contact will appear in the Contacts list.

Adding Contracts
From the Contracts tab on the New Request Page, users can click on the Add Contract button and the
Add Contract pop-up is displayed.

From here, the user can enter in a Contract Number supporting the request.

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Click OK. The contract number will be added to the Contracts list.

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Engineering Response Desk Portal User Guide
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Maryland Port Authority
Adding Links
From the Links tab on the New Request Page, users can click on the Add Link button and the Add Link
pop-up is displayed.

From here, the user can copy a hyperlink into the link textbox and a description of the link giving more
information on the request into the Description textbox.

•

Click OK. The link will be added to the URL links list.

Adding Location
From the Location tab on the New Request Page, users can click on the Edit Location button and the Edit
Location pop-up id displayed.

From here, the user can click the Pin or Polygon Shape to either drop a point or polygon to mark the
requests spatial locations on the map.

•

Click the + or – buttons at the top left of the Edit Location pop-up or the mouse wheel to zoom
in or out of the map.
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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

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Click OK. The point or polygon will display on the map to mark the general location of the
request.

Submitting Requests for Review
Once the user has completed filling out all New Request details and fields, they can choose to Submit
for Review, Close or Delete.

Submit for Review – Completes the New Request. The Status will be either Submitted or
Assigned and will be added as the first entry in the My Requests List ready for review.
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A pop-up message will appear asking for confirmation on submitting the request.
Click Yes to Submit or No to Cancel.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority
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The Create New Request page will close and the My Request List will appear.

Close – Saves all details and field information for the new request and can be accessed, edited,
and submitted later. The Status will be New/Unsubmitted and will be added to the My Requests
List where it can be accessed.
•

The Create New Request page will close and the My Request List will appear.

Delete – Deletes all field information and details filled out for the New Request.
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A pop-up message will appear asking for confirmation on deleting the request.
Click Yes to Submit or No to Cancel.

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The Create New Request page will close and the My Request List will appear.

Downloading Documents
From the Documents tab, users can click on the Download icon (
) next to a document in the
Documents list and choose the folder location where they want to download the document(s) to.
Editing a Submitted Request
If the user needs to edit or add details to a previously submitted request, they can:

•

Select the request’s ER No. from the My Requests List in the Requests tab. The Request
page will appear.
Select the Unlock for Editing button at the bottom of the page.

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A pop-up message will appear asking for confirmation on editing the request.

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Note: If any Edits are made after the original request has been submitted, then the duedate for that request is reset.
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Maryland Port Authority

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Click Yes to proceed or No to Cancel.

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

Assigner Role
The following sections will detail the layout, tools, and functions of the application for the Assigner role.
‘Assignments’ Tab
The Assignments tab displays a list of Requests for Assignment. These are all requests that have been
submitted but haven’t been assigned to a reviewer.

Marking a Request as High Priority
Assigner’s are the only ERDP user’s that can mark a newly submitted request as a High Priority request.
•
•
•

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In the Requests for Assignment list, click on the request’s ER No. to open the request’s
details page.
In the General side-tab tab there is a High Priority checkbox.
Click this checkbox to mark this request as a High Priority request.

Click Save. This will Flag (
) this request in the reviewers Requests for Review list letting
them know this is a High Priority request.

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Engineering Response Desk Portal User Guide
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Maryland Port Authority
Adding/Removing a Reviewer to/from a Request.
• Open a request’s details page and select the Reviewers side-tab on the left-hand side of the
page.

•
•

•

Users can either scroll through the list of Assigned Users or Available Users or use the
Search box at the top of the lists to narrow down results.
Once they have found the Reviewer they wish to assign to or remove from the request, they
can select the name in the list and click the Add button or Remove button. This will move
the selected Reviewer to the correct list.
Click Save to save the changes.

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Engineering Response Desk Portal User Guide
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Maryland Port Authority
‘Assignment Rules’ Tab
In the Assignment Rules tab the assigner can auto-assign a request Category to a Reviewer or
Reviewers. This will make it so that when a new request has been submitted, the Reviewers assigned to
that request Category will be auto-assigned and notified.

Auto-assigning a Request Category to a Reviewer(s)

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Assigners can select the Category they want to auto-assign Reviewers to from the Category
drop-down list
Next, scroll through the list of Assigned Reviewers or Available Reviewers or use the Search
box at the top of the lists to narrow down results.
Once they have found the Reviewer they wish to assign to or remove from the request
category, they can select the name in the list and click the Add button or Remove button.
This will move the selected Reviewer to the correct list.
Click Save to save the changes.
This will auto-assign all new requests under a given Category to the(se) Reviewer(s)

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Engineering Response Desk Portal User Guide
Maryland Department of Transportation
Maryland Port Authority

Administrator Role
The following sections will detail the layout, tools, and functions of the application for the Administrator
role.
‘Admin’ Tab
The Admin tab gives the user the ability to assign individual users to roles (Requester, Reviewer,
Reports, Assigner, and Administrator), edit Request categories, and Side-Tabs on the Request Details
page.

The ‘Admin’ tab consists of 3 Side-tabs:
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•
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Roles – Allows the administrator to Assign roles to available users.
Categories – Allows the administrator to add a new category for new requests or edit
existing data about a request (Name, Code, Due-Date).
Side-Tabs – Allows the administrator to select which Side-Tabs will be available for
requesters and reviewers within a certain requests Details Page.

Assigning User Roles

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Maryland Department of Transportation
Maryland Port Authority
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•

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In the Roles tab, administrators can select the Role they want to assign a Reviewer(s) to
from the Role drop-down list.
Next, scroll through the list of Assigned Users or Available Users or use the Search box at
the top of the lists to narrow down results.
Once they have found the User they wish to assign or remove the role to/from, they can
select the name in the list and click the Add button or Remove button. This will move the
selected User to the correct list.
Click Save to save the changes.

This determines who will have access to the 6 available tabs at the top of the ERDP application.
Reports

Admin

Assignment Rules

Assignments

Reviews

Requests

Adding New Categories
• In the Categories tab, administrators can click the Add New Category button to add a new
request category for new requests.

•

The Add Category pop-up window will appear.
Enter in the Name for the new category, assign a Code, and select the number of days the
category needs to be competed in the Due Date drop-down menu.
Click OK to create or Cancel to exit.

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The new category is added to the Category list.

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•

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Maryland Port Authority
Editing Categories
To edit a Category in the Categories list:
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Click the edit pencil (

) next to the Category to edit.

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The Edit Category pop-up window will appear.
Edit the changes needed.
Click OK to create or Cancel to exit.
The edited changes will be reflected in the Category list.

Editing Side-Tabs

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In the Side-Tabs tab, administrators can select the Category they want to add or remove
certain Side-Tabs to from the Category drop-down list.
Next, select from the list of Assigned Side-Tabs or Available Side-Tabs which they want to
add or remove from that request categories Details Page.
Click the Add button or Remove button. This will move the selected Side-Tab to the correct
list.
Click Save to save the changes.
This will add or remove these Side-Tab(s) to these types of request categories Details Page.
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Reports Role
‘Reports’ Tab
The Reports tab gives the user the ability to generate, review, and print reports.
• Users can select the 5 report options within the Reports tab, or they user can use the Report
Filter to create their own custom reports by using the filters text and drop-down options.
Create a Report
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Use the Report side-menu to select what kind of report to generate.
o These include:
 Requests by Category
 Requests by Requester
 Assigned Requests by Reviewer
 Min/Avg/Max response time by Category
 Min/Avg/Max response time by Reviewer

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•
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Depending on the type of report selected, the content in the Reports page will change.
Use the Report Filter at the top of the panel to filter information for the report.
Click the View/Print Report button at the bottom of the Report screen to print.

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