Review Submittal items

Once a submittal item is submitted to a reviewer, you can add co-reviewers. Co-reviewers can collaborate through comments but can't provide an official response.

Each item needs to be reviewed and responded to individually. Attachments can be downloaded from the overview or attachments section of a submittal item for review. For more information, see Submittal Attachments.

Respond to an Item

If you don't use packages you can review items from the items tab.

1. Click the Module Selector .

2. Switch to the Submittals tab in the Project Management toolbar.

3. At the top of the screen, click Packages.

4. Select the desired package from the list.

5. Select an Item.

6. Review the attachments in the item by:

   • Opening items in browser and using the Mark Up tool to add mark ups.
   • Downloading and viewing.

7. Upload any extra files for the record.

8. Click the Select a response drop-down menu. The options are:

   • Approved: Use when there are no follow up action items for the submitted item.
   • Approved as noted: Use when other items or packages may have an affect on the submittal item.
   • Approved as noted, submit for record: Use to provide notes to a subcontractor of what needs to be corrected and submitted again.
   • For record only: Allows a record to be closed but isn't something that needs approval.
   • Rejected: Use when the package is unacceptable and needs Revisions.
   • Reviewed: Use when it has been reviewed and needs no changes currently.
   • Reviewed as noted: Use when there is no requirement to see the changes in the response.
   • Revise and resubmit: Use when a revision is needed to make changes.

9. Fill out any comments about the approval or reasoning for rejecting the submittal item.

10. Check the box next to attachments to indicate that attachments are part of the official response.

11. Click Done.