Manage Submittal Types

Summary: Set up a submittal review workflow for a submittal type when you want the review to follow a specific order and duration.

1. From the Submittals register, click Actions, and then select Admin > Manage submittal types. The Manage submittal types dialog box opens.

   

2. Click the Edit icon in the Workflow column for a submittal type. The Workflow dialog box opens.

   

3. Click the Add icon. The Workflow steps dialog box for the submittal type opens.

   

4. Enter the title of the workflow. If the workflow is to be the default workflow for the submittal type, select the Set as default group check box.

5. Click Save. The Add icon is now enabled, and steps for starting or returning to the initiator and closing out the submittal show in the steps grid.

6. Click the Add icon. The Add workflow step dialog box opens.

7. Enter the title and the review duration for the step. The title of the step in the example below is SME review.

   

8. Select the users or roles that will complete the step. For each user, indicate whether they are optional. If there is more than one user, indicate for each user whether either user completing the review satisfies the step requirement.

9. Click Save. The step is added to the Workflow steps grid for the workflow.

10. Repeat steps 6 through 9 to add all steps needed in the workflow.

11. From the Workflow steps dialog box, click the Configure icon for step 00 (Start / Return to Initiator). The Edit workflow step dialog box opens.

12. In the Next action steps section, click the Add icon, and then select the step you want to follow the current step. In this example, the SME review step has been selected.

    

13. Add as many steps as needed, and then click Save.
14. Repeat for each workflow step except Closed-out.
15. Click the Validate button. A warning shows if any steps in the workflow are incomplete.
16. Correct any errors and validate again.
17. Click Save.

You can specify the interval in days for sending out reminders and notifications related to milestone dates.

The milestone notification settings are for the entire project. The milestone notifications are set individually for each submittal type.

1. From the Submittals register, click Actions, and then select Admin > Manage submittal types. The Manage submittal types dialog box opens.

   

2. Click the Settings icon in the Milestones notifications column for a submittal type. The Define milestone notification settings dialog box opens.

   

3. Enter the number of days for each of the following:

   • Remind users of milestone scheduled date

   • Send notifications for upcoming due dates every

   • Send notifications for overdue submittals every

4. Click Save.

5. From the Manage submittal types dialog box, click Close.

Summary: Set up default attributes for documents in a deliverable by submittal type. The default attributes populate the Default Attributes tab of the deliverable. You can change them at the deliverable level, or the issued to company can update them when they upload documents.

1. From the Submittals register, click Actions, and then select Admin > Manage submittal types. The Manage submittal types dialog box opens.

   

2. Click the Edit icon in the Default attributes column for a submittal type. The Define default attributes dialog box opens.

   

   The dialog box shows the fields that are required for the issued to company. When the Required check box is selected, the issued to company must enter the information. When the Required check box is not selected, you can specify the default attribute.

3. For each attribute, select or deselect the Required check box as needed. Optionally enter values for nonrequired fields.

4. Click Save.