Out for Approval

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This step is used when sending the submittal package to the appropriate party for approval.

 

The following process occurs automatically when the Out for Approval Button is selected on the Submittal Correspondence Tab :

 

1.The Submittal record is updated for the following fields:

 

§Approval Req. Date - updated with a future date based on the default number of working days allowed for a response on a Submittal package out for approval.
§Status Field - set to Out for Approval.
§Status Date - updated with the current date.

 

2.The Out for Approval Button is disabled.

 

3.A transaction record is created automatically with a date and time stamp to document the flow of the Submittal Package being sent out for approval. Be sure to update the following fields in the transaction record for documentation and correspondence purposes:

 

Sent To/From – This option will display a list of all companies who are members in the project team list.  

 

Contact – Once a company is selected from the team list, a list of contacts for that company will be available for selection.

 

Notes – Optional field to record any notes regarding the transmittal of the Submittal Package.  

 

Send… - Use this option to create a transmittal letter to send with the COR Response.  After previewing the form, a copy of the transmittal will be automatically saved in corresponding log documents.