Submittal Item Details

• Send to Sub: Click to send the item to a subcontractor. For instructions, see Send Item to Subcontractor.
  This button displays only for draft submittal items that have not yet been sent to the submittal coordinator for review.
• Delete: Click to delete the item. For instructions, see Delete Submittal Items.
  This button is displayed only for draft submittal items (items that have not yet been sent to the submittal coordinator for review or items that have not yet been added to a submittal package).
• Edit: Click to edit the details of the item. For instructions, see Edit Submittal Details.
  This button is displayed only for draft submittal items that have not yet been sent to the submittal coordinator for review.
• Close: Click to close the item.
  This button is displayed for Open items that have been returned by the Submittal Coordinator after the design review is completed.

• Submit to GC: Click to send the item to a general contractor. Items do not need to be inside a package at this point. For instructions, see Submit Items to GC.
  This button is displayed only for draft submittal items that were created by the subcontractor with Create permissions.
• Delete: Click to delete the item. For instructions, see Delete Submittal Items.
  This button is displayed only for draft submittal items that were created by the subcontractor with Create permissions.
• Edit: Click to edit the details of the item. For instructions, see Edit Submittal Details.
  This button is displayed only for draft submittal items that were created by the subcontractor with Create permissions.
• Send to Sub: Click to send the item to a subcontractor. For instructions, see Send Items to Subcontractor.
  This button is displayed only to licensed subcontractors who receive a submittal item from the GC using Send to Sub action. The receiving subcontractor can in turn send the item to a different subcontractor.
• Reply: Replying will remove your name from the Held By column and the item will no longer be in your court. For instructions, see Reply to Submittal Items.
  This button is displayed only to subcontractors who receive a submittal item from the GC using Send to Sub action. The receiving subcontractor can reply to the person that sent the submittal item; this may be the general contractor or another subcontractor.

• Forward for Review: Click to forward the item to the design team for review. For instructions, see Forward Items for Review.
• Update Status: Click to update the status of the submittal item. For instructions, see Update Status of Individual Item.

• Forward for Review: Click to forward the item for review. Doing so will add the recipient's name in the Held By field on the Submittal Register page. When this person responds, it will be sent back to you. For instructions, see Forward Items to other Reviewers.
  Only Trimble Unity Construct licensed reviewers are able to forward items on to other reviewers. External reviewers (those that do not have an Trimble Unity Construct license) are not able to forward items for review.
• Review Complete: Click to mark your review complete. This will place the item back in the court of the person that forwarded it to you. For instructions, see Mark Review Complete.

For a list of fields in this section and their descriptions, see Add/Edit Submittal Item Page Overview.

The following tabs are available at the bottom of the page:

• Documents Tab: The Documents tab lists all files that are attached to the item. If the item is in your court, you can also add documents of your own.
  

  If the Hide Comments and Attachments feature is enabled on your account, submittal coordinators will see options to show or hide attachments in review. With this account setting, comments and attachments added by reviewers and the submittal coordinators are hidden by default and the submittal coordinator will have to choose which ones to make visible to the general contractor. Note that the submittal also needs to be in the submittal coordinator's court in order to make these edits.

• Comments Tab: The Comments tab lists all comments made about the item. If the item is in your court, you can also add comments of your own.
  
  • If the Hide Comments and Attachments feature is enabled on your account, submittal coordinators will see options to show or hide comments in review for items in their court.
  • With this account setting, comments and attachments added by reviewers and the submittal coordinators are hidden by default. The submittal coordinator will choose which items to make visible to the general contractor as part of the final review.

• Custom Fields Tab: The Custom Fields tab lists the custom fields associated with the item.
• Revisions Tab: The Revisions tab lists all the details of all revisions to the item.

• Date Descriptions: Refer to the Add/Edit Submittal Item Page Overview.

• Created By: Displays the name of the person who added the item the system.
• Last Modified By: Displays the name of the person who last modified the item.
• Last Action: Displays the name of the person who last took action on the item.
• Created Date: Displays the date that the item was created.
• Last Modified Date: Displays the date that the item was last modified.
• Last Action Date: Displays the date that action was last taken on the item.
• Action: Displays the action that was taken on the item.
• User: Displays the name of the user that took the action.
• Date: Displays the date that the action was taken on the item.
• Description: Displays the description of the action in more detail.
• Previous: Displays the status of the item before the action was taken.
• New: Displays the status of the item after the action was taken