The general contractor will typically add items to a package after they've been reviewed by subcontractors; however, if you choose, you can add items to a package without a subcontractor's review. After items are added to a package, they can then be sent to the submittal coordinator for review.
To add items to a submittal package
- Go to the Submittal Register page.
- Select the check box next to the item(s) you want to add.
- Click Add to Package. The Add To Package submenu displays and presents the two options listed below.
- To items to a new package, select the Create new submittal package radio button.
- Click Continue. This ends the task if you are adding to an existing package. Otherwise, go to the next step.
- Enter all necessary fields.
- Click Save.
For instructions, see Access Submittals.
Only draft items can be added to a package, which are those items that have not yet been updated by the submittal coordinator.
The Add Submittal Package page is displayed.
—Or—
To add items to an existing submittal package, select the Select existing submittal package radio button.
If the setting, Allow items to be added after review starts is NOT enabled, you will not be able to select an existing package that includes items which have already been sent for review. See Submittal Settings Page Overview for details.
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