Conducting Transmittal Reviews

On some projects certain transmittals must be reviewed by one or more people prior to being sent. This is managed in InEight Document using the Send for Review option rather than the Send option when generating transmittals.

Transmittal sent for Review can be:

• Reviewed and returned to the originator for sending.

• Reviewed and sent on to the intended final recipient(s).

• Kept at a draft and sent to another internal user for review.

To send transmittal for review:

1. Click the arrow next to the Send button and select Send for Review.

   

2. At the Send for Review window, select the required reviewer, enter a due by date and any comments and click OK.

   

3. An email notification is automatically sent to the reviewer and the transmittal is listed in the Drafts folder of the reviewer and originator until sent. The originator cannot send the transmittal while under review, however, they can open the draft and select Cancel Review at any time if required.

4. The reviewer is notified by email that they have a draft for review. They can access it via the email hyperlink, Drafts mailbox under Transmittals or via the dashboard To Review links found within the My Statistics or Transmittal widgets.

   

5. When the transmittal under review is opened a “Transmittal for Review” window opens first. Click OK once the request details have been read.

   

6. The reviewer can make revisions and keep the transmittal in review (return it to the originator or send to another reviewer) using the arrow next to the Send button and selecting Send for Review.

7. If sent back to the originator as a draft, they are notified the review is complete and see a Returned from Review link within the “My Statistics” and “Transmittal” widgets within the Dashboard. They will see all reviewer comments and can make any further changes if required.

   

8. If the transmittal is ready to send to the final recipient, the reviewer can click Send (in which case the Sender details on the transmittal will change to the reviewer rather than the originator). The Originator will be sent a notification advising them the reviewed transmittal has been sent.