OAKS CI Training & Job Aids (K-12 Schools)

The OAKS CI team is pleased to provide a growing bank of Job Aids and pre-recorded webinar sessions which can be viewed at any time. Registrations and passwords are not required. This list is updated as new information becomes available. 

Multiple Users

 
Training Videos
Job Aids
Updated
Introduction to OAKS CI Introduction to OAKS CI
Introduction to OAKS CI
2017-SEP 
How to Use DocuSign   
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2016-FEB 
Attach Documents
Attaching Documents
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2017-JUN
Custom Prints & Printing Records
Using Custom Prints
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2017-JUN
About Miscellaneous Expenditures  
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2017-JUN 
Create LFI MOU LFI MOU
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2017-SEP
Types and Process of Contract Modifications
(Change Orders)
 
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2017-JAN 
Create Action Items
Create Action Items
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2017-SEP 
Create Meeting Minutes
Create Meeting Minutes
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2017-SEP
Using the Expedited Deduct Change Order
(A/E creation) 
Using the Expedited Deduct Change Order
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2017-JUN
How to Handle Stored Materials    PDF Icon 2017-JUN
Vendor Evaluation   Vendor Evaluation   2017-SEP


Professional Services (AE, OA, CxA, NF)

 
Training Videos
Job Aids
Updated
Subcontractor / Supplier Declaration Process
Subcontractor Supplier Declaration Process
Subcontractor / Supplier Declaration Process
2017-SEP
Create Contract Schedule of Values (SOV), AE 
Contract SOV AE
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2017-JUN 
Create Contract Schedule of Values (SOV), OA   
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2017-JUN 
Contract Schedule of Values (SOV), CxA  
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2017-JUN 
Create Application for Payment
Create Application for Payment
Create Application for Payment
2017-JUN
Review Submittals 
Submittals
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2017-SEP
Review Request for Interpretation (RFI)
Create and Review RFI
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2017-SEP
Create Design Reviews
Design Reviews
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2017-SEP
Discussion Groups
Discussion Groups
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2017-SEP
Create Proposal Request 
Create Proposal Request
Create Proposal Request
2017-JUN
Accept Work Assignments - Neutral Facilitators   Create Proposal Request 2017-SEP


Contractor/CMR

 
Training Videos
Job Aids
Updated
Create Subcontractor / Supplier Declaration
Create Subcontractor/Supplier Declaration
Create Subcontractor / Supplier Declaration - Contractor
2017-SEP
Create Contract Schedule of Values (SOV)
Create Contract SOV
Create Contract Schedule of Values - Contractor
2017-JUN 
Review GMP Amendment   
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2017-JUN 
Complete Subcontract Distribution Spreadsheet
Complete Subcontract Distribution Spreadsheet
Complete Subcontract Distribution Spreadsheet
2017-JUN
Create Application for Payment and Certified Payroll
Create Application for Payment and Certified Payroll
Create Application for Payment and Certified Payroll
2017-JUN
Create Cost Proposal
Create Cost Proposal
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2017-JUN
Create Submittals
Submittals
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2017-SEP 
Create Request for Interpretation (RFI)
Create RFI
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2017-SEP
Create Schedule Approval Record
Create Schedule Approval Record
Create Schedule Approval Record
2017-SEP

Cloud System Users

 
Training Videos
Job Aids
Updated
Welcome to OAKS CI
Welcome to OAKS CI
Welcome to OAKS-CI
2017-SEP
How to Use DocuSign   
PDF Icon
2017-FEB
Attach Documents 
Attaching Documents
PDF Icon
2017-JUN
Record Purchase Order 
Record Purchase Orders
PDF Icon
2017-JUN
Record and Apply Voucher to Application for Payment
Record and Apply Voucher
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2017-JUN
Handling Miscellaneous Expenses: Commits & Invoices  Handling Miscellaneous Expenses
Handling Miscellaneous Expenses
2017-JUN 
Review LFI MOU  LFI MOU
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2017-SEP
Fund Work Assignments for Neutral Facilitators   NF Fund Work Assignments 2017-SEP

Cloud System Users

 
Training Videos
Job Aids
Updated
Introduction to OAKS CI
Welcome to OAKS CI
Introduction to OAKS CI
2017-SEP
How to Use DocuSign   
PDF Icon
2017-FEB 
Attach Documents
Attaching Documents
PDF Icon
2017-JUN
About Miscellaneous Expenses: Commits & Invoices Miscellaneous Expenses
Miscellaneous Expenses
2017-SEP 
Create LFI MOU (PM) LFI MOU
PDF Icon
2017-JUN
Create GMP Amendment (PC)  
PDF Icon
2016-SEP 
Create Subcontract Distribution (PC) Subcontract Distribution
Create Subcontract Distribution
2017-SEP 
Types and Process of Contract Modifications
(Change Orders)
 
PDF Icon
2017-JAN 
Create Action Items
Action Items
PDF Icon
2017-JUN
Custom Prints & Printing Records
Custom Prints
PDF Icon
2017-JUN 
Discussion Groups
Discussion Groups
PDF Icon
2017-JUN
How to Handle Stored Materials     PDF Icon 2017-JUN 
Milestones Business Process
Milestones Business Process
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2017-JUN
Create Design Reviews Create Design Reviews Create Design Reviews  2017-SEP
Vendor Evaluations   Vendor Evaluations  2017-SEP
Create Neutral Facilitation Work Assignments (PC)    Vendor Evaluations  2017-SEP

Workflow Processes

 
Job Aids
Updated
Basic Project Process
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CMR Process 
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Contract Process - Cloud Users 
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LFI MOU 
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LFI within OAKS CI 
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Application for Payment 
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Miscellaneous Expenditures 
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Contract Modifications 
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2017-JAN 

Legend: A/E=Architect/Engineer; OA=Owner Agent; CxA=Commissioning Agent; NF=Neutral Facilitator; CMR=Construction Manager at Risk; DB=Design Build; PC=Project Coordinator; PM=Project Manager; DS=District Staff

 

To change your OAKS CI Cloud environment password, use this link: https://ohio-primavera-idm.oracleindustry.com/oim

Training Requests?  Please contact your Project Coordinator.