Submittal Register Options

On the Submittal Register Options page, you can configure the following:

• Status options - The status options that will be used by the submittal coordinator during the review process. Default options are available, but you can also enter custom statuses.
• Category options - The category options that will be used to classify each submittal item. Each submittal item must be classified by a category, which you will define here. Default options are available, but you can also enter custom categories that the construction team will use when they create register items either via import or individually.

To manage submittal register options

1. Open Submittal Settings.
2. Expand Submittal Options.
3. Click Submittal Register. The Submittal Register Options page displays with the following tabs:
   
   Status Options Tab

   A description of the fields and buttons located on this tab is provided below.

   • Add: Click to add new status options.
   • Cancel: Click to discard changes.
   • Status: Enter the name of the new status.
   • Prefix: Enter an abbreviation for the status.
   • 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.
   • Manage Package Status: Default package statuses are Draft, Open and Closed. Use this option to base the package status on the items contained in the package instead.
   • Use Defaults: Click to use the following list of default statuses:
     
     • App - Approved
     • AAN - Approved as Noted
     • FRO - For Record Only
     • ONH - On Hold
     • REJ - Rejected
     • REV - Revise
     • RAR - Revise & Resubmit
   • Delete: Click to delete selected statuses.
   • Edit: Click this link to make changes to the status.
   • Delete: Click this link to delete the status.
   Category Options Tab

   A description of the fields and buttons located on this tab is provided below.

   • Add: Click to add a new status options.
   • Cancel: Click to discard changes.
   • Category: Enter the name of the new category.
   • Description: Enter a description for the category.
   • Use Defaults: Click to use the following list of default categories:
     
     • As- Builts
     • Bid Submittals
     • Certifications
     • Mock Up
     • Operation/ Maintenance
     • Product Data
     • Sample
     • Shop Drawing
   • Delete: Click to delete selected categories.
   • Edit: Click this link to make changes to the category.
   • Delete: Click this link to delete the category.