A Submittal Coordinator can take the following actions from the Submittal Register page:
Usually, submittal coordinators being members of the Design team, cannot close out submittals. However, Admins can give Submittal Coordinators the Add/ Edit permission in addition to the Submittal Coordinator designation. With these additional permissions, they will be able to perform the following actions:
- Manage the design review team with the Forward for Review action
- View all “hidden” comments & attachments, and determine which ones are shown to the construction team
- Make final determination of submittal status and use the Return to Contractor action
- Close the submittal. (Must return it to the contractor first as a separate action.)
A description of the fields and buttons located on the Submittal Register page is provided below:
Submittal Coordinator Action Buttons
- Update Status: Click to update the status of select items. This option is primarily used to update multiple items with the same status. To update individual items, click the drop-down arrow in the Status column. For instructions, see Update Status for Multiple Items.
- Forward for Review: Click to forward select items to sub-consultants for review. Trimble Unity Construct licensed sub-consultants have the ability to forward items to other subs as well. When this occurs, the Held By field will be populated with the name or email addresses of all reviewers that have not yet taken action on the item.
Click the Reviewers link to see a list of all sub-consultants that have reviewed the item, the date the item was forwarded and if available, the date that the review was completed.
The Held By column will list the Submittal Coordinator's name when there are no longer any reviews pending. For instructions, see Forward Items to Sub-Consultants for Review.