This page provides an overview of how to process submittal items within the Submittals tool once they have been created. It covers:

• Understanding the submittal workflow
• Working with the Workflow Table
• Adding attachments and annotations
• Providing review responses
• Closing, distributing and creating new revisions

The Submittals tool facilitates efficient processing of submittals through built-in workflows. Once a submittal item has been created, it goes through various review and approval stages tracked via the Workflow Table and workflow bar.

1. Workflow Bar:

   

   • The workflow bar visually displays the current stage of the submittal in the review process.
   • This allows you to quickly ascertain the progress of each submittal item.
   • When an item is in review status, the bar shows "Pending review from" instead of "Reviewers" to better indicate who still needs to take action.
   • The bar also displays "Responded: X" to show how many reviewers have already provided their response in the current review step.
   • Hovering over "Pending review from" shows users who haven't responded yet, while hovering over "Responded" shows reviewers who have already completed their review.
   • User avatars in the workflow bar represent people who still need to provide their review rather than all reviewers.

2. General Information Section:

   

   • This section contains basic information about the submittal item such as description, type and spec section.
   • It is essential for providing an overview of the submittal's context.

3. Workflow Table:

   

   • Summarises the workflow with important dates, attachments and comments.
   • For review steps that are in progress or completed, reviewers who have already responded are listed first, in chronological order of their response.
   • The Response/Action column allows for actions to be taken on the submittal item, such as approval or request for revisions.
   • Allows selecting Review template or editing review workflow for given submittal item.

4. Planning Section:

   

   • Includes the following dates essential for planning and scheduling:
     • Required Date
     • Required Approval Date
     • Required on Job Site Date
     • The Lead Time

5. Activity Log Section:

   

   • Displays a history of all activity related to the submittal item.
   • Allows users to comment and mention others using @ for effective communication and collaboration.

6. Reference Section:

   

   • Allows users to link the submittal item to other project elements such as Assets, Files, Forms, Issues, PCOs, Photos, RFIs, other Submittals, Schedule and Sheets.
   • This enhances cross-referencing and ensures that the submittal is aligned with other project components.

Add references to Submittals on Mobile

You can add references to Submittals directly from the mobile app, improving traceability and data completeness in the field.

To add a reference to a Submittal:

1. Open any tool other than Submittals.
2. Tap Add reference in the section where all references are listed.
3. Select the Submittal item you want to link.
4. Tap Save.

References added on mobile sync immediately with the web application, ensuring all team members have access to complete submittal information.

This page provides an overview of how to process submittal items within the Submittals tool once they have been created. It covers:

• Understanding the submittal workflow
• Working with the Workflow Table
• Adding attachments and annotations
• Providing review responses
• Closing, distributing and creating new revisions

The Submittals tool facilitates efficient processing of submittals through built-in workflows. Once a submittal item has been created, it goes through various review and approval stages tracked via the Workflow Table and workflow bar.

1. Workflow Bar:

   

   • The workflow bar visually displays the current stage of the submittal in the review process.
   • This allows you to quickly ascertain the progress of each submittal item.
   • When an item is in review status, the bar shows "Pending review from" instead of "Reviewers" to better indicate who still needs to take action.
   • The bar also displays "Responded: X" to show how many reviewers have already provided their response in the current review step.
   • Hovering over "Pending review from" shows users who haven't responded yet, while hovering over "Responded" shows reviewers who have already completed their review.
   • User avatars in the workflow bar represent people who still need to provide their review rather than all reviewers.

2. General Information Section:

   

   • This section contains basic information about the submittal item such as description, type and spec section.
   • It is essential for providing an overview of the submittal's context.

3. Workflow Table:

   

   • Summarises the workflow with important dates, attachments and comments.
   • For review steps that are in progress or completed, reviewers who have already responded are listed first, in chronological order of their response.
   • The Response/Action column allows for actions to be taken on the submittal item, such as approval or request for revisions.
   • Allows selecting Review template or editing review workflow for given submittal item.

4. Planning Section:

   

   • Includes the following dates essential for planning and scheduling:
     • Required Date
     • Required Approval Date
     • Required on Job Site Date
     • The Lead Time

5. Activity Log Section:

   

   • Displays a history of all activity related to the submittal item.
   • Allows users to comment and mention others using @ for effective communication and collaboration.

6. Reference Section:

   

   • Allows users to link the submittal item to other project elements such as Assets, Files, Forms, Issues, PCOs, Photos, RFIs, other Submittals, Schedule and Sheets.
   • This enhances cross-referencing and ensures that the submittal is aligned with other project components.

Add references to Submittals on Mobile

You can add references to Submittals directly from the mobile app, improving traceability and data completeness in the field.

To add a reference to a Submittal:

1. Open any tool other than Submittals.
2. Tap Add reference in the section where all references are listed.
3. Select the Submittal item you want to link.
4. Tap Save.

References added on mobile sync immediately with the web application, ensuring all team members have access to complete submittal information.

This page provides an overview of how to process submittal items within the Submittals tool once they have been created. It covers:

• Understanding the submittal workflow
• Working with the Workflow Table
• Adding attachments and annotations
• Providing review responses
• Closing, distributing and creating new revisions

The Submittals tool facilitates efficient processing of submittals through built-in workflows. Once a submittal item has been created, it goes through various review and approval stages tracked via the Workflow Table and workflow bar.

1. Workflow Bar:

   

   • The workflow bar visually displays the current stage of the submittal in the review process.
   • This allows you to quickly ascertain the progress of each submittal item.
   • When an item is in review status, the bar shows "Pending review from" instead of "Reviewers" to better indicate who still needs to take action.
   • The bar also displays "Responded: X" to show how many reviewers have already provided their response in the current review step.
   • Hovering over "Pending review from" shows users who haven't responded yet, while hovering over "Responded" shows reviewers who have already completed their review.
   • User avatars in the workflow bar represent people who still need to provide their review rather than all reviewers.

2. General Information Section:

   

   • This section contains basic information about the submittal item such as description, type and spec section.
   • It is essential for providing an overview of the submittal's context.

3. Workflow Table:

   

   • Summarises the workflow with important dates, attachments and comments.
   • For review steps that are in progress or completed, reviewers who have already responded are listed first, in chronological order of their response.
   • The Response/Action column allows for actions to be taken on the submittal item, such as approval or request for revisions.
   • Allows selecting Review template or editing review workflow for given submittal item.

4. Planning Section:

   

   • Includes the following dates essential for planning and scheduling:
     • Required Date
     • Required Approval Date
     • Required on Job Site Date
     • The Lead Time

5. Activity Log Section:

   

   • Displays a history of all activity related to the submittal item.
   • Allows users to comment and mention others using @ for effective communication and collaboration.

6. Reference Section:

   

   • Allows users to link the submittal item to other project elements such as Assets, Files, Forms, Issues, PCOs, Photos, RFIs, other Submittals, Schedule and Sheets.
   • This enhances cross-referencing and ensures that the submittal is aligned with other project components.

Add references to Submittals on Mobile

You can add references to Submittals directly from the mobile app, improving traceability and data completeness in the field.

To add a reference to a Submittal:

1. Open any tool other than Submittals.
2. Tap Add reference in the section where all references are listed.
3. Select the Submittal item you want to link.
4. Tap Save.

References added on mobile sync immediately with the web application, ensuring all team members have access to complete submittal information.

This page provides an overview of how to process submittal items within the Submittals tool once they have been created. It covers:

• Understanding the submittal workflow
• Working with the Workflow Table
• Adding attachments and annotations
• Providing review responses
• Closing, distributing and creating new revisions

The Submittals tool facilitates efficient processing of submittals through built-in workflows. Once a submittal item has been created, it goes through various review and approval stages tracked via the Workflow Table and workflow bar.

1. Workflow Bar:

   

   • The workflow bar visually displays the current stage of the submittal in the review process.
   • This allows you to quickly ascertain the progress of each submittal item.
   • When an item is in review status, the bar shows "Pending review from" instead of "Reviewers" to better indicate who still needs to take action.
   • The bar also displays "Responded: X" to show how many reviewers have already provided their response in the current review step.
   • Hovering over "Pending review from" shows users who haven't responded yet, while hovering over "Responded" shows reviewers who have already completed their review.
   • User avatars in the workflow bar represent people who still need to provide their review rather than all reviewers.

2. General Information Section:

   

   • This section contains basic information about the submittal item such as description, type and spec section.
   • It is essential for providing an overview of the submittal's context.

3. Workflow Table:

   

   • Summarises the workflow with important dates, attachments and comments.
   • For review steps that are in progress or completed, reviewers who have already responded are listed first, in chronological order of their response.
   • The Response/Action column allows for actions to be taken on the submittal item, such as approval or request for revisions.
   • Allows selecting Review template or editing review workflow for given submittal item.

4. Planning Section:

   

   • Includes the following dates essential for planning and scheduling:
     • Required Date
     • Required Approval Date
     • Required on Job Site Date
     • The Lead Time

5. Activity Log Section:

   

   • Displays a history of all activity related to the submittal item.
   • Allows users to comment and mention others using @ for effective communication and collaboration.

6. Reference Section:

   

   • Allows users to link the submittal item to other project elements such as Assets, Files, Forms, Issues, PCOs, Photos, RFIs, other Submittals, Schedule and Sheets.
   • This enhances cross-referencing and ensures that the submittal is aligned with other project components.

Add references to Submittals on Mobile

You can add references to Submittals directly from the mobile app, improving traceability and data completeness in the field.

To add a reference to a Submittal:

1. Open any tool other than Submittals.
2. Tap Add reference in the section where all references are listed.
3. Select the Submittal item you want to link.
4. Tap Save.

References added on mobile sync immediately with the web application, ensuring all team members have access to complete submittal information.