Submittal Packages Details

• Request Comment: Click to request a comment on the submittal package. This feature may be used if additional information is needed.
• Update Dates: Click to update the dates of the items located in the submittal package.
• Generate Transmittal: Click to generate a transmittal. A transmittal is a word document that summarizes the details of a submittal package. The name of the package, and a list of all submittal items the package is comprised of are listed in a transmittal. Details for each submittal item are also included such as item numbers, categories, statuses, and notes. A transmittal can be used in a number of ways. They are often used as a cover sheet when sending hard copy materials to the submittal coordinator. Optionally, a transmittal can also be attached to a submittal package before it is sent to the submittal coordinator to maintain a paper trail of physical materials.
• Close: Click to close the submittal package.
• Edit: Click to make changes to the details of the package, such as the package name, description, package number and trade.
• Send for Review (Item Level): Click to send selected items to the submittal coordinator for review. The submittal item status will change from "NEW" to "In Review".
  

  You can send individual items for review even if they are in the court of a subcontractor. Doing so will update the "Held By" field with the submittal coordinator's name.

• Send to Sub (Item Level): Click to send selected items to a subcontractor to request that they attach documentation for review.
• Add Items (Item Level): Click to add existing or new submittal items from the submittal register into the package. This action only applies to Draft packages, or if the Project Submittal Setting "Allow items to be added after review starts" option is turned on.
• Create Revision (Item Level): Click to create a revision to the submittal package that contains the selected items. This action only applies to items that have been returned from the Submittal Coordinator. This action creates a new package in Draft status with the next sequential revision number. You will have the option to rename the new revision package. Selected items are also incremented to the next revision numbers and added to the revised package.
• Remove Items (Item Level): Click to remove items from the submittal package. In the event that items were added to a package incorrectly, general contractors are able to remove these items as long as the package is not in Close or Approve status. To remove individual item(s), they cannot be approved or currently in review.

• Request Comment: Click to request a comment on the submittal package. This feature may be used in case additional information is needed.
• Edit: Click to make changes to the details of the package, such as the package name, description, package number and trade. This action is only available for Draft packages that the subcontractor created.
• Send to GC (Item Level): Click to send selected items to a general contractor to start the review process.
• Add Items (Item Level): Click to add existing or new submittal items from the submittal register into the package. This action only applies to Draft packages that the subcontractor created, or if the Project Submittal Setting Allow items to be added after review starts option is turned on.
• Remove Items (Item Level): Click to remove items from the submittal package. In the event that items were added to a package incorrectly, subcontractors are able to remove these items from packages that they created, as long as the package is not in Close or Approve status. The individual item(s) cannot be approved or currently in review.
• Close: Click to close the submittal package.
• Create Revision (Item Level): Click to create a revision to the submittal package that contains the selected items. This action only applies to items that have been returned from the Submittal Coordinator. This action creates a new package in Draft status with the next sequential revision number. You will have the option to rename the new revision package. Selected items are also incremented to the next revision numbers and added to the revised package.

• Send to Sub (Item Level): Click to send selected items to another subcontractor. This action is available on items that the GC sent using the Send To Sub action. You may need to send items to another sub for a second opinion or to solicit additional information. When the recipient replies, the message will be sent directly to you. A log of this action will be captured on the submittal item history tab. Additionally, the recipient's name or email address (for external subcontractors) will be added to the "Held By" column on the Submittal Register page, indicating that the item is currently in their court as well. When they reply, their name will be removed from this column, but will remain on the list of reviewers.
  

  Only licensed e-Builder subcontractors are able to send items to another subcontractor.

• Reply (Item Level): Replying to the submittal item will send a message to the person that sent you the submittal item. This action is available on items that the GC sent using the Send To Sub action. The item may have been sent to you by the general contractor or another subcontractor. After replying, your name will be removed from the "Held By" column and the item will no longer be in your court.

• Request Comment: Click to request a comment on the submittal package. This feature may be used in case additional information is needed.
• Generate Transmittal: Click to generate a transmittal. A transmittal is a word document that summarizes the details of a submittal package. The name of the package, and a list of all submittal items the package is comprised of are listed in a transmittal. Details for each submittal item are also included, such as item numbers, categories, statuses, and notes. A transmittal can be used in a number of ways. They are often used as a cover sheet when sending hard copy materials to the general contractor. Optionally, a transmittal can also be attached to a submittal package before it is sent to the general contractor to maintain a paper trail of physical materials.
• Update Status (Item Level): Click to update the status of selected items.
• Send to Contractor (Item Level): Click to send selected items to the contractor. Individual items can be sent back to the contractor as they are completed. Furthermore, if responses have not been received from reviewers, it will not restrict you from completing the review and sending the item back to the contractor.
• Forward for Review (Item Level): Click to forward selected items for review. Multiple items can be forwarded at a time. e-Builder-licensed reviewers have the ability to forward items to other reviewers as well. To see a list of everyone who the item was sent to, click the "Reviewers" link on the Submittal Register page. The reviewers whose court the item is in (meaning those who have not yet responded to the review request) will be listed in the "Held By" column on the Submittal Register page. The item will not be back in your court until all reviews are complete. However, you will still be able to send items back to the GC, even if all reviewers do not provide a response.

• Request Comment: Click to request a comment on the submittal package. This feature may be used when additional information is needed.
• Forward for Review (Item Level): Click to forward selected items for review. This action is available for items where the reviewer is included in the Held By list. External reviewers (those that do not have an e-Builder license) are not able to forward items to other reviewers. When an item is forwarded, it is listed in the recipients' courts and their name(s) or email addresses (external reviewers) will appear in the "Held By" column on the Submittal Register page. When recipients reply or mark their review complete, their name will be removed from this column. All replies are sent to the person who forwarded the item, not necessarily to the submittal coordinator. For example, if a design consultant forwards the item to an external consultant for additional information, when the external party replies, the message will be sent to the design consultant. Until reviewers reply or mark their review complete, they have ownership of the item. A list of all reviewers will be available by clicking the "Reviewers" link on the Submittal Register page. The reviewers table also provides insight into who forwarded the review and the date requested.
  

  Only e-Builder-licensed reviewers are able to forward items to other reviewers.

• Review Complete (Item Level): Click to mark your review of selected items as complete. This action is available for items where the reviewer is included in the Held By list. Doing so will remove your name from the "Held By" field on the Submittal Register page and the item will no longer be in your court. An email will be sent to the person who forwarded the item to you - this might be the submittal coordinator or another reviewer.

See Submittal Package Page Overview for the field descriptions for this tab.

• Submittal Coordinator: Displays the name of the submittal coordinator the pack was sent to.
• Baseline Start Range: Displays the date range that items in the package are due. This field will give you a sense of the timeline for when items in the package should at least get started.
• Baseline Finish Range: Displays the date range that items in the package were completed. This field will give you a sense of the timeline for when items in the package should be completed.

• Created By: Displays the name of the person that created the package.
• Last Modified By: Displays the name of the person who last modified the package.
• Last Action: Displays the name of the person who last took action on the package.
• Created Date: Displays the date when the package was created.
• Last Modified Date: Displays the date that the package was last modified.
• Last Action Date: Displays the date that action was last taken on the package.
• Action: Displays the action that was taken on the package.
• 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.

• Item Icons: The paper clip and comment icons give you the options to view existing attachments and comments, and add new ones. General contractors with add/ edit permissions will also see a calendar icon that allows them to edit the item date details.
• Title: Displays the title of the submittal item. Click to open the Submittal Item Details page. If available, the description icon is displayed; click to view a description of the item as entered by the general contractor.
• #: Displays the submittal item number.
• Rev #: Displays the submittal item's revision number.
• Spec Section: Displays the spec section number. 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: Displays the sub section number. 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.
• Category: Displays the category that the submittal item belongs to.
• Status: Displays the status of the item as assigned by the submittal coordinator. Submittal statuses and prefixes are customizable by account administrators, therefore available statuses may vary. Below is a description of the default statuses, which may or may not be used by your particular account:
  • App - Approved
  • AAN - Approved as Noted
  • FRO - For Record Only
  • ONH - On Hold
  • REJ - Rejected
  • REV - Revise
  • RAR -Revise & Resubmit
• Submittal Coordinator: Displays the name of the submittal coordinator.
• Held By: Displays the name of the person(s) in whose court the item is currently in.
• General Contractor and Subcontractors: If the item was sent to a subcontractor, their name or email address (if an external subcontractor) will appear in this field. Internal subcontractors are able to send items to other subcontractors. If this occurs, and neither of these users have taken action on the item, both of their names will appear in this field.
• Submittal Coordinator and Reviewers: If the item was sent for review by the submittal coordinator to one or more reviewers, the name or email address (if an external reviewer) of those reviewers will appear in this field, as long as they have not yet taken action on the item.
• Reviewers: A 'Reviewers' link appears in this column when the item has been forwarded for review by the submittal coordinator or sub-consultants. Click this link to view a list of all reviewers of the item and when their reviews were completed, if applicable.
• 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.
• 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. 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.

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