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FormsPLUS 6.06. Caltrans Division of Local Assistance (DLA). Office of Procedures Development & Training. July 31, 2006. Forms. PLUS. What . Forms Management Database . Who . Developed by DLA . When. Whenever a new LPP issues . Where . Download from DLA website . How.

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Presentation Transcript
slide1

FormsPLUS 6.06

Caltrans

Division of Local Assistance (DLA)

Office of Procedures Development & Training

July 31, 2006

slide2

Forms

PLUS

What

Forms Management Database

Who

Developed by DLA

When

Whenever a new LPP issues

Where

Download from DLA website

How

Follow this presentation

slide3

Forms

PLUS

Two purposes:

1. Generate Project form

2. Track Project

slide4

Forms

PLUS

Concepts

  • File out Caltrans forms
  • with PC—no network
  • Cannot submit electronically
  • Have no electronic signature
slide5

Forms

PLUS

1. Installation

2. Create/Add Project

3. Create and Edit Form

4. Print Forms

5. Duplicate Form

6. Use Help System

7. New Features

slide6

Forms

PLUS

  • Installation

1.1 New Installation

  • FormsPLUS CD

Folder — FormsPLUS_6.06

File — Install.exe

  • Publication DVD

Folder—FormsPLUS/FormsPLUS_6.06

File — Install.exe

slide7

Forms

PLUS

1.1 New Installation (Continue)

  • Can only be installed from
  • Administrative mode
  • into the folder

c:/program Files/Caltrans/FormsPLUS 5.00

If use INSTALL.EXE

slide8

Forms

PLUS

1.2 Upgrade from ver. 5.00+

a. Backup old Data

b. Uninstall old version

c. Install new version 6.06

slide9

Forms

PLUS

1.2 Upgrade from ver. 5.00+

a. Backup old Data

i. Manually backup

Copy all EFD files from the folder

c:/program Files/Caltrans/FormsPLUS 5.00/Current

into the folder

c:/program Files/Caltrans/FormsPLUS 5.00/Old

slide10

Forms

PLUS

1.2 Upgrade from ver. 5.00+

a. Backup old Data (Continue)

ii. Backup from Windows

Click Start then Programs (left bottom)

Choose Backup from FormsPLUS 6.06

Click Backup from new window

Then answer “yes” to start backup

slide11

Forms

PLUS

1.2 Upgrade from ver. 5.00+

a. Backup old Data

(Continue)

iii. Backup in FormsPLUS

Start FormsPLUS

slide12

Click “Home” first

Caltrans Division of Local Assistance

Office of Procedures Development

July 31, 2006

Then click “System Setting”

slide13

Forms

PLUS

Caltrans Division of Local Assistance

Office of Procedures Development

July 31, 2006

Click Backup

to start backup

slide14

Forms

PLUS

1.2 Upgrade from ver. 5.00+

b. Uninstall old version

Can only be done in

administrative mode

slide15

Forms

PLUS

1.2 Upgrade from ver. 5.00+

c. Install new version

Can only be done in

administrative mode

If use INSTALL.EXE

slide16

Forms

PLUS

c. Install New Version (Continue)

Choose “I accept…”

then click Next

slide17

Forms

PLUS

c. Install New Version (Continue)

Choose “Typical”

then click Next

slide18

Forms

PLUS

1. Installation

2. Create/Add Project

2.1 Start FormsPLUS

2.2 Create/Add Project

2.3 Edit project info

slide19

Forms

PLUS

2.1 Start FormsPLUS

Ver 4.03

Ver 5.00+

Choose “Ver. 5.00+” to get data

then click “Register Later”

slide20

Forms

PLUS

2.2 Create/add Project

a. Click “Project” (enter project layout)

b. click “New Project” to create project

c. Cannot access forms without any

project.

slide21

Forms

PLUS

2.3 Edit project info

a. Enter Project Data

b. click “Detail” to input detail data for

project

slide22

Forms

PLUS

2.3 Edit project info

(Continue)

c. enter detail data for project

i. Enter Local Agency Information

slide23

Forms

PLUS

c. enter detail data for project

(Continue)

ii. Enter Caltrans District Information

by choosing district number

Double check the information and change it when necessary

slide24

Forms

PLUS

c. enter detail data for project

(Continue)

iii. Enter Project Data

by fill the data below

slide25

Forms

PLUS

  • Installation
  • Create/Add Project

3. Create and Edit Form

3.1 Create Form

3.2 Edit Form

slide26

Forms

PLUS

3.1 Create Form

a. Click “Forms” (enter form layout)

slide27

Forms

PLUS

3.1 Create Form

(continue)

b. choose manual and chapter

c. choose form from list

slide28

Forms

PLUS

  • Installation
  • Create/Add Project
  • Create and Edit Form

4. Print Forms

slide29

Forms

PLUS

  • Installation
  • Create/Add Project
  • Create and Edit Form
  • Print Forms

5. Duplicate Form

slide30

Forms

PLUS

  • Installation
  • Create/Add Project
  • Create and Edit Form
  • Print Forms
  • Duplicate Form

6. Use Help System

slide31

Forms

PLUS

  • Installation
  • Create/Add Project
  • Create and Edit Form
  • Print Forms
  • Duplicate Form
  • Use Help System

7. New Features

slide32

Forms

PLUS

7.1 Export Data

Open/Start FormsPLUS

slide33

Forms

PLUS

Click “Home” first

Then click “Import & Export”

slide34

Forms

PLUS

Click “Save”

All data will be saved into folder“Project DATA”

under “c:/Program Files/Caltrans/FormsPLUS 5.00/”

slide35

Forms

PLUS

7.2 Copy Data

Copy all files from folder

c:/Program Files/Caltrans/FormsPLUS 5.00/Project Data

From one PC into the same folder in another PC

slide36

Forms

PLUS

7.3 Modify Data

Send all project data in the folder

c:/Program Files/Caltrans/FormsPLUS 5.00/Project Data

To FormsPLUS@dot.ca.gov

For modification/separation

slide37

Forms

PLUS

4. Import Data

Go to layout

“Import & Export”

slide38

Forms

PLUS

Click “Import”

or Install(delete original data)

All data will be imported from folder“Project DATA”

under “c:/Program Files/Caltrans/FormsPLUS 5.00/”

slide39

Forms

PLUS

ContactFormsPLUS@dot.ca.gov

For any problems!