The Filter Submittal Items section allows you to narrow down the results list to just the submittal items you need to view. This filter can be collapsed to increase screen real estate, and then expanded if necessary, by clicking the expand / collapse button in the upper-left corner of the page.
A description of the fields and buttons located in this section is provided below:
Filter Submittal Items
- Search In: Select one of the following options to specify the search criteria.
- All: Select this option to filter for all submittal items.
- Pending my review: Select this option to search for only those submittal items that are pending your review. This is the default display if there is at least one item requiring your approval within the selected project.
- Title: Enter the title of a specific submittal item to filter by.
- Status: From the drop-down list, choose a specific submittal status to filter by.
- Number: Enter a specific submittal item number to filter by.
- Revision: Enter a specific submittal item revision number to filter by.
- Submittal Package #: Enter a submittal package number to filter by items located in a specific page. You can filter on any part of the package number.
- Responsible Sub/ Manufacturer: Enter the name of a sub-consultant or manufacturer to filter by.
- Item Status: Select one or more of the following options to filter by submittal item status.
- Open: Select this option to filter for open submittal items, which are those that have been added to a submittal package.
- Closed: Select this option to filter by closed submittal items.
- Draft: Select this option to filter by draft submittal items.
- Overdue: Select this option to filter by overdue submittal items.
- Description: Enter text included in the description of a specific item(s) to filter by.
- Category: From the drop-down list, select a specific category of submittal items to filter by.
- Priority: From the drop-down list, select a specific priority of items to filter by.
- Spec Section: Enter the spec section to filter by. The spec section refers to a section number in the specifications which itemizes the details of that section; such as Masonry, for example. This is usually based on the CSI division.
- Sub Section: Enter the sub section to filter by. The sub section refers to the subsection number of the specifications which itemizes the details of that section. This is usually based on the CSI division and its spec section.
- Reviewer: Enter the name of a specific review to filter by items reviewed by a particular person.
- Clear: Click this button to clear the filters.
- Filter: Click this button to filter by the entered criteria.