Using Packages to Manage the Submittal Process

Modified on: Mon, Apr 18 2022 1:32 PM

Using Packages to Manage the Submittal Process (No Collaboration)

OVERVIEW:

Once your submittal packages are set up, you are ready to manage the process of "Receiving " them from the Subcontractor, "Submitting" them to the Architect, having them "Returned" from the Architect and "Forwarding" the final answer back to the Subcontractor.

Receiving Submittals from the Subcontractor:

STEP 1: Click on [4] to the left of Document Management

STEP 2: Click on the Submittal Packages

STEP 3: Choose the package you want to work in.

STEP 4: Click Update Package

STEP 5: Leave the Action at Received

STEP 6: Click the Submittals that the subcontractor has turned in.

STEP 7: Click the down arrow [6] and change the Status to Received

STEP 8: Click Update

STEP 9: Click Close

"Submitting/Sending" Submittals to the Architect:

STEP 1: Click on the Submittal Packages

STEP 2: Choose the package you want to work in.

STEP 3: Click Update Package

STEP 4: Change your Action to Sent

STEP 5: Click the Submittals that you want to send to the Architect

STEP 6: Click the down arrow and change the Status to Submitted

STEP 7: Click Update

STEP 8: System will send the Architect an Email Alert (make sure their email notification box is checked for submittals)

STEP 9: Click Close

Now your Submittal Package shows which ones were submitted.

Submittals being "Returned" from the Architect:

For CMiC Collaboration click HERE.

Follow the following steps for non-collaboration.

If the architect is non-collaborative and submittals are be transmitted via sources other than CMIC; you will need to update the status in the Review History Tab.

STEP 1: Click on [4] to the left of Document Management

STEP 2: Click on the Submittal Packages

STEP 3: Choose the package you want to work in.

STEP 4: Click Update Package

STEP 5: Change the Action to Returned

STEP 6: Check the boxes next to the submittals that were returned.

STEP 7: Change the Status

a. If the status' from the Architect are all the same you can choose the Status that matches the verbiage your Architect is using.

b. If the status is different, then change each one separately by clicking the down arrow under the New Status column.

STEP 8: Click Update and close.

"Forwarding" the Architect Reviewed Submittal back to the Subcontractor:

STEP 1: Click on [4] to the left of Document Management

STEP 2: Click on the Submittal Packages

STEP 3: Choose the package you want to work in.

STEP 4: Click Update Package

STEP 5: Change the Action to Forwarded

STEP 6: Check the box next to the submittal items you are forwarding back to the subcontractor.

a. If you have a submittal item that is Revise and Resubmit, you will need to update that one separately first, so check the box next to the one with the Revise and Resubmit Status.

b. Check the box that says Create Review Cycle

c. Uncheck the box that says Create Transmittals

d. Click Update

STEP 7: Change your Action back to Forwarded

STEP 8: Check the boxes next to the submittal items you want to Forward to the subcontractor

STEP 9: Leave the Status as No Change

STEP 10: Click Update

System will automatically create a transmittal to the Subcontractor (If your Auto Populate Transmittal from Submittal box is checked on the Defaults tab under View Current Project)