Submit, Reopen, or Create a Revision to Submittal Items

The action banner in a submittal item reflects the responses available to the reviewer. Provide any comments or instructions before returning the package.

Close or Create a New Revision for a Submittal Package

Reviewers see one of the following actions in a submittal item. If you use packages you can enter the items from inside the packages:

• Close and distribute: All items have been reviewed and approved.

  • Changes the status of all associated items to Closed.
  • Notifies creators for their records.
  • The drop-down menu accessed from the arrow allows the package to be sent back to reviewers. Use this if something needs to be added to the package.

• Create new revision: The "Create New Revision" option for the package is available if any of the items were assigned the statuses of Rejected or Revise and Resubmit.

  • Changes the status for approved items to Closed.
  • The current Rev number available in list view grows by 1 (both package and item).

Submit a Revised Package

A revision is made on an item when the document is either incorrect or missing information.

To make a revision:

1. Select the item from the item list or package.
2. Click Create revision.
3. Review current attachments.
4. Upload the corrected versions.
5. Submit the items back to the manager.

Managers can then send the items to a reviewer :

The manager submits the revision to the reviewers the same way packages are submitted.

Reopen a Submittal Item

1. Select a submittal item, from the items list or inside a package.
2. Click the status in the upper left corner.
3. Select Open.
4. Click Reopen item.