Submittal Forms - Correspondence Info

Submittal Request (to Sub)

SPECSANDCATEGORYLIST table is linked inside the SUMBITTALFORMDATA table by 'JOB'.  Created a formula that picks up the 'WORKAREA' field as a spec section description if the 'specsandcategorylist.SPECDESC' field is null.

PMFORMSCORRESPONDENCELIST table is added to the DATA TAB.  SQL script handles the linking.  Filtering for MISCHAR3=A  (Request Submittal) – Used for contact info

Field on Printed Form                Database Field                                Field On Screen

SENT TO:                        Uses the 'Request Submittal' Corr Info                Corr Tab

FROM:                                Pulls Project Manger link from Job List

REQUEST DATE:                        SubmissionDate                                Submittal Request Date (Y Request Subm)

REQUIRED DATE:                        ReplyDueDate                                Reply Due Date (Properties)

SPEC SECTION                         x WriteInSpec                                Spec No / Spec Desc / Title..Work

WORK AREA:                        Work_Area_Desc                                Work Area

DESCRIPTION:                        Submittal_Description                        Description (Also Log Desc)

                                                                 Date Received (Y Subm Recvd)                                                                        

NOTES:                                Proposed Solution                                Notes

Submittal Approval Request – Corr Tab

SPECSANDCATEGORYLIST table is linked inside the RFIFORMDATA table by 'JOB'.  Created a formula that picks up the 'WORKAREA' field as a spec section description if the 'specsandcategorylist.SPECDESC' field is null.

PMFORMSCORRESPONDENCELIST table is added to the DATA TAB.  SQL script handles the linking.  

Filtering for MISCHAR3=C  (Out For Approval) – Used for contact info

Field on Printed Form                Database Field                                Field On Screen

SENT TO:                        Uses the 'Out for Approval' Corr Info                Corr Tab

FROM:                                Pulls Project Manger link from Job List

REQUEST DATE:                        ReplyDistributionDate                        Approval Req Date (Y Request Subm)

REQUIRED DATE:                        ReplyDueDate                                Reply Due Date (Properties)

SPEC SECTION                         x WriteInSpec                                Spec No / Spec Desc / Title..Work

WORK AREA:                        Work_Area_Desc                                Work Area

SUBCONTRACTOR:                        Contractor_Name        (Pulls from Category)        Pulls from Category

DESCRIPTION:                        Submittal_Description                        Description (Also Log Desc)

                                                                 Date Received (Y Subm Recvd)                                                                        

NOTES:                                Proposed Solution                                Notes

(Y)  Field on the RFI Screen is updated when the Correspondence Tab is updated.

(N)  Field on the RFI Screen is NOT updated when the Correspondence Tab is updated.

Submittal Status

SPECSANDCATEGORYLIST table is linked inside the RFIFORMDATA table by 'JOB'.  Created a formula that picks up the 'WORKAREA' field as a spec section description if the 'specsandcategorylist.SPECDESC' field is null.

PMFORMSCORRESPONDENCELIST table is added to the DATA TAB.  SQL script handles the linking.  

Filtering for MISCHAR3=A  (Request Submittal) – Used for contact info

PMFORMSCORRESPONDENCELIST2 table is added to the DATA TAB.  SQL script handles the linking.  

Filtering for MISCHAR3=B  (Submittal Received) – Used for contact info

PMFORMSCORRESPONDENCELIST table is added to the DATA TAB.  SQL script handles the linking.  

Filtering for MISCHAR3=C  (Out For Approval) – Used for contact info

Field on Printed Form                Database Field                                Field On Screen

STATUS:                                x Status                                        Status

SPEC SECTION                         x WriteInSpec                                Spec No / Spec Desc / Title..Work

WORK AREA:                        Work_Area_Desc                                Work Area

DESCRIPTION:                        Submittal_Description                        Description (Also Log Desc)

SUBMITTAL REQUEST HISTORY        Uses the 'Request Submittal' Corr Info                Corr Tab

REQUESTED BY:                        Pulls Project Manger link from Job List

ISSUED DATE:                        SubmissionDate                                Submittal Request Date (Y Request Subm)

REQUIRED DATE:                        ReplyDueDate                                Reply Due Date (Properties)

RECEIVED DATE:                        ActualReplyDate                                Date Received (Y Subm Recvd)

SUBMITTAL APPROVAL HISTORY        Uses the 'Out For Approval' Corr Info                Corr Tab

REQUESTED BY:                        Pulls Project Manger link from Job List

APPROVAL SUBMITTED:                ReplyDistributionDate                        Approval Req Date (Y Request Subm)

APPROVAL DATE                        MiscDate3                                Approval Date (Y Answer/Close)

APPROVED BY:                        ReceivedFromContactName                        Approved By (Type in Only)

NOTES:                                Proposed Solution                                Notes

(Y)  Field on the RFI Screen is updated when the Correspondence Tab is updated.

(N)  Field on the RFI Screen is NOT updated when the Correspondence Tab is updated.