Common Actions in Smart Register

The Smart Register tool allows you to merge submittals, bulk update entries, reset submittal numbers, and view or download the history of actions.

Merge Submittals

Use the merge function to combine multiple items from the Smart Register tool into a single submittal.

1. Select the submittals that you'd like to merge.

2. Click the Actions drop-down menu.

3. Click Merge. This will open a screen that will allow you to complete the rest of the merging actions.

   

4. Select the target submittal and click Merge Submittals

   

5. Use the View icon to view the submittal description or the Edit icon to edit the description.

6. Click Confirm.

   

   Once you've completed merging the submittal items, the Smart Register tool will be updated. The submittals that were merged appear as deleted, with details crossed out and their rows appearing in red. The target submittal is highlighted in orange.

   

7. Click Save to save changes.

Bulk Updates

You can update multiple submittals at once using the bulk update feature.

1. Select the submittals that you'd like to edit.

2. Click the Actions drop-down menu and choose Bulk update.

   

   This will open a set of screens where you can edit submittal details to apply to all selected submittals.

3. Once you've updated the relevant fields, click Confirm to finalize the bulk update.

4. Click Save to save changes.

Reset Submittal Numbers

You can quickly reset the submittal numbers on the Smart Register.

1. Make sure that all changes have been saved.

2. Click the Actions drop-down menu and choose Reset Submittal Number. Confirm the action.

   

3. Click Save to save changes.

History

You can view and download the history of actions from the Smart Register tool. Actions are visible over the:

• Last 7 days
• Last 3 weeks
• Last 3 months
• All time

To view the history:

1. Click the Actions drop-down menu and choose History.

   

1. Choose to Show all actions or filter by actions over the Last 7 days, Last 3 weeks, or Last 3 months.

2. Click View details to see more information about the action. If the action involved deleting information, you can click Revert to undo the deletion.

   

3. Click Download to save a local copy of the history in XLS format.

4. Click Cancel or the icon to close the history.