Submittal Received

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Use this option to log the receipt of the submittal information when it arrives.

 

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

 

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

 

§Date Received - updated with the current date.
§Status Code Field - set to Submittal Received.
§Status Date - updated with the Submittal Receipt Date.

 

2.The Submittal Received Button is disabled and the Out for Approval Button is enabled for submitting the submittal documents for approval.

 

3.A transaction record is created automatically with a date and time stamp to document the flow of the Submittal Information being received.  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.  This information is populated automatically based on the original "send to" party but may be modified if the answer came from a different source.

 

Contact – Once a company is selected from the team list, a list of contacts for that company will be available for selection.  This information is automatically populated but may be edited if desired.

 

Notes – Optional field to record any notes regarding the receipt of the submittal package.  

 

Send… - This field is blank and disabled on processes that involve incoming information.