Returning a Submittal Item

 Top  Previous  Next

UPDATING A SUBMITTAL – FROM ARCHITECT TO SUBCONTRACTOR

Submittal Header

Submittal Package

                                                   Revise   Return      

                                         --------- Selected ----------        

 

•In the submittal module, click on the package number you wish to update.
•You have the ability to search for a particular package by inserting criteria into the search fields.

Submittal Summary for Return

 

•

Submittal Summary for Action

 

•This will bring both package and item information.
•Action column will show what action is required on the submittal.  Action Icons for Submittals

 

 

•Processing Icons 
•Submit Icon (to architect) 

 

•Return Icon (to subcontractor)

 

•        Re-submit Icon (to architect)   

 

•To update all items
•Click on the selection box at the top of the first column
•Click on the Return Icon in the tool bar at the top of the screen
•If you are updating an individual item in the submittal package
•Click on the selection box of that specific item
•Click on the Return Icon in the action column

 

Submittal Summary for Return 2

 

Submittal Summary for Return 3

 

•This brings up the Returned Submittal Items screen
•Item – lists the item number
•Revision – lists the revision number

 

Note:  As you revise the information in the following columns, click on the Copy Down button to copy all information in that column  Copy Down Submittal Item Return

 

Submittal Return Dialog

 

•Copies – revise the number of copies to show what will be sent back to the subcontractor (this will be shown on the transmittal)
•Date Received – insert date received back from the Architect
•Date Returned – date the submittal is returned to the Subcontractor; defaults to current date but can be modified
•Status – select status for each item
•Click Save & Transmit Package

This will take you into the transmittal processing for the submittal.  Proceed as described above.