Status Options

1. Open Submittal Settings.
2. Expand Submittal Options.
3. Click Submittal Register. The Submittal Register Options page is displayed.
4. Enter the name of the new status in the Status field on the Status Options tab.
5. Enter a status prefix or abbreviation in the Prefix field.
6. Enter the following optional details, if needed:
• Description: Enter a description for the status.
• Requires Revision: Select this check box if revisions will be required when this status is selected by the submittal coordinator. The item cannot be closed until a revision is created.
• For Record Only: Select this check box if this status should be used only for items that you simply need to have a record for, but do not need approved. An example might be for an item that was installed, but should not have been. The owner and the GC may have come to an agreement on the item and settled any issues, but to have a record of this case, the item's status may be set to 'Rec Only'.
• Auto-Close Status: Select this check box if the item will automatically be closed when this status is assigned by the submittal coordinator. This account setting can be overridden at the project level by users with Add/Edit permission or an administrator. For more information, see Submittal Settings Page Overview.
7. Click Add. The new status appears in the Status table.

1. Open Submittal Settings.
2. Expand Submittal Options.
3. Click Submittal Register. The Submittal Register Options page is displayed.
4. In the Statuses section of the Status Options tab, click the Edit link located left of the item you wish to modify.
5. The Status Name, Description, and Prefix fields are now editable. Make your revisions, and then click Save
   
   

   In the edit mode, the Save link replaces the Edit link.

To delete an existing submittal status

1. Open Submittal Settings.
2. Expand Submittal Options.
3. Click Submittal Register. The Submittal Register Options page is displayed.
4. In the Statuses section of the Status Options tab, select the check box next to the status(es) you wish to delete.
5. Click Delete. An edit confirmation popup is displayed. Click OK to confirm and proceed with deleting the status(es).

The default submittal statuses are as follows:

• Approved
• Approved As Noted
• For Record Only
• On Hold
• Rejected
• Revise
• Revise & Resubmit
• *New

*New is the only status that cannot be deleted or modified. All submittal items when added to a submittal package start with a status of NEW until updated by a user with approve submittal permission.

1. Open Submittal Settings.
2. Expand Submittal Options.
3. Click Submittal Register. The Submittal Register Options page is displayed.
4. In the Statuses section of the Status Options tab, click Use Defaults.

By default, submittal packages are tracked with the status of Draft, Open or Closed.

Alternatively, you can track the status of a package based on the statuses of the items contained within the package. The Package Status will follow the order of the Status Precedence list.

Packages where the submittal coordinator has not determined any of the Item statuses (i.e. all items are 'New') will show a status of 'Open'. When a package is closed by the GC, the package status reverts to 'Closed'.

Caution should be used with package statuses if the submittal coordinator does not assign all of the item statuses at once, or adds new items to a package already in review. As soon as one item is assigned a status, the package will also display a package status based on that one item. The Package Status is visible to the construction team even if the package has not been returned to the GC yet, and may give an incorrect impression of the mixed contents.

There are two ways to manage the submittal package statuses; by enabling the track package status feature and by setting a precedence for each status.

1. Open Submittal Settings.
2. Expand Submittal Options.
3. Click Submittal Register. The Submittal Register Options page is displayed.
4. On the Status Options tab, click Manage Package Status.
5. On the Manage Package Status page, select the Track Package Status check box to enable this feature.
6. In the Status Precedence section, select the status whose precedence you wish you change.
7. Use the controls beside this box (Top, Up, Down, Bottom) to change the position of each status.
8. Repeat steps 6 and 7 for each status whose precedence you wish to change.
9. Click Save.
10. A confirmation message displays, warning that all open submittal packages will be updated based on the new precedence order. Click Continue to confirm the change.