Reviewing DOAS worksheets                                                                                                                                                                                                                            DOAS.Reviewing DOAS worksheets (880)

Prior to submitting an order containing DOAS units to ClimateMaster the user must submit a DOAS worksheet to the engineering department for review. This process is described in detail in the section entitled "Submitting DOAS worksheets for Engineering Review" elsewhere in this user manual.

Once a worksheet is submitted to the engineering department it will be displayed in the DOAS Worksheets section of the Application Engineer Dashboard as shown in the figure below. Only DOAS worksheets that have been submitted to the engineering department will be displayed on the Application Engineer Dashboard.

To view the details of a DOAS worksheet click the magnifying glass icon located on the left side of the DOAS Worksheets grid. This will display the worksheet as submitted by the user. An example of a worksheet that has been submitted to the engineering department for review is displayed below.

The worksheet is similar to the worksheet that the user created with the exception that the fields in the header are disabled. This prevents the engineering department from making modifications to the header. The engineering department can add, delete or modify the line items without restriction.

To review the DOAS configuration parameters the engineer will click the magnifying glass icon  next to each line item. Once the engineer has finished reviewing all the line items the worksheet must be sent back to the user so that it can be included with the submitted order.

To send the worksheet back to the user click the "Send back to Rep" button. This will display the Comments pop up dialog box. The engineer may enter a comment and when finished will click the Save and Send button to send the worksheet back to the user. An e-mail message will be generated and forwarded to the user that created the project notifying the user that their worksheet has been reviewed by the engineering department and is ready to be viewed. As described in the help topic "Submitting DOAS worksheets for Engineering Review" comments are optional. Once the worksheet is sent back to the user the status of the worksheet is changed to Open and the user is able to edit the worksheet again, if needed.