Understand the Submittal List Screen

At a glance see whose court a Submittal is in, check Submittal status and update via Gear and Ellipse symbols

The Submittal list screen has some features designed to get you the information you need quickly. Here is a Summary of how to use them

Submittal List Screen

 

  1. Select from the Status List on the left hand side to view just one category at a time or All Submittals at once.
  2. The Awaiting Column in center screen shows whose ‘court’ the submittal is currently in without having to open the submittal itself. It is is waiting for the party listed here to take the next action.
  3. The Status column on the right hand side give you a color coded explanation of where each submittal is. See the Status Key below:

 

Submittal Packages

Submittal Packages are the lines with cost code, caret symbol with the Gears Symbol on far right. Click on the Gears to add Submittals to a Package.

To add or remove the Packages, click on the large blue +/- PACKAGES button on left. Numerous Submittals can be in one Package.

The entire Package will show the term Pending in the Status column until ALL Submittals within the package have been Approved.

Packages and Submittals

 

Use the Ellipses (. . .) icon on the right side of Submittals to open the Submittal menus for more actions.

UPDATE!: In order to provide you with increased flexibility, we have added the ability to Delete any Submittal, regardless of Submittal number. Previously, only the last Submittal in the package could be deleted to preserve the numeric order records.