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Create a New Submittal Cycle for Revise & Resubmit Items

Modified on: Mon, Apr 18 2022 2:26 PM


Create a New Submittal Cycle when Submittal is Revise and Resubmit from Architect


OVERVIEW

If a submittal is returned from the architect "Revise and Resubmit" you do not need to create a new submittal. This guide walks you through the steps to update the submittal and create a new Review Cycle. This is for a single submittal. For submittal packages, click HERE.


STEP 1: Click on the Submittal with the status of Reviewed by Architect OR navigate the submittal that needs to be updated.

STEP 2: Click Edit History

STEP 3: Update Rows 3 & 4:
- Enter the Date you received the retuned Submittal from the Architect and the date you sent (or intend to send) this info to the sub
- Change the Status to Revise and Resubmit
STEP 4: Click Save (Upon Save, the system will automatically create the next Cycle)


STEP 5: Upon Save, the system will automatically create the next Cycle (see cycle column)

STEP 6: Update the NEW Due Date for the sub

STEP 7: Change the Status for Row One to Revised and Resubmit

STEP 8: Click Save

STEP 9: Click Close



NOTE: This is now back in the subcontractor's "Submittals in my Court" Log. Send them an email notification that it is back in their court.

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