Submittal review workflow

Summary: Initiate a submittal review workflow after you receive documents from the issued to company.

1. From the Submittals register, select a submittal, and then click the Activate workflow button in the toolbar. Alternatively, you can open a submittal, and then click the Activate workflow button in the Details page toolbar.

   

   The Select Review Workflow dialog box opens.

2. Choose a workflow from the Default review workflow list, and then click Save.

   

   You can also click Custom review workflow, which lets you create a custom workflow on the spot. For more information about creating a submittal workflow, see Manage Submittal Types.

   Document sends an email notification to the people or roles configured in the first step.

What's next: you can view the status of the workflow in the Workflow status column of the Submittals register or from the Review status tab of the submittal.

Summary: After you receive an email notification that you have been sent a submittal for review, you can complete the review so it can progress to the next workflow step.

1. From your notification email, click the Submittal No. link. The submittal opens to the details page.

   

2. View the deliverable and documents, if applicable. For more information, see Review deliverables.

3. If you want to make comments on the submittal or on an individual document, go to the Comments tab, and then click the Add icon. The Comments dialog box opens.

4. Indicate whether the comment is for the submittal or for a document, add your comment, and then click Save. The comment shows in the Comments tab. If the comment was for a document. the document number shows in the Document No. column.

   

5. After you have viewed all deliverables, click Complete review. The submittal then advances to the next step in the workflow.