Request Submittal

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Use this feature when you need to have a contractor send in their submittals so that they can be forwarded onto the approving party.  This process usually occurs between a contractor and a subcontractor or supplier who is working for the contractor.  

 

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

 

1.The Submittal record is updated for the following fields:
§Submittal Request Date - updated with the current date.
§Reply Due Date - updated with a future date based on the default number of working days allowed for a response on a Submittal Request.
§Status Field - set to Request for Submittal.
§Status Date - updated with the Submittal Request Date.

 

2.The Request for Submittal Button is disabled and the Submittal Received Button is enabled for documenting the receipt of the submittal information.

 

3.A transaction record is created automatically with a date and time stamp to document the flow of the submittal process.  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 transmitted information.

 

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