Update Submittal Item Dates

The Submittal filter allows you to narrow down the results list to just the 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.

The fields and buttons in this section are:

• Title: Enter the title of a specific submittal item to filter by.
• Status: Click to 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.
• Custom Field 1: If applicable, click this drop-down arrow or enter a submittal package custom field to filter by packages that are associated with a particular custom field.
• Open: Select to filter for open submittal items, which are those that have been added to a submittal package.
• Draft: Select to filter by draft submittal items.
• Description: Enter text included in the description of a specific item(s) to filter by.
• Category: Click to include a specific category of submittal items to filter by.
• Priority: Click to choose 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.
• Custom Field 2: If applicable, click this drop-down arrow or enter a submittal package custom field to filter by packages that are associated with a particular custom field.
• Clear: Click to clear the filter.
• Filter: Click to filter by entered criteria.

As a general contractor, you should have Add/Edit Submittal permissions, which will give you the ability to take the actions implied by each of command buttons listed below.

Update Dates:

Submittal Items Table

• Title: Displays the title of the submittal item. Click to open the Submittal Item Details page. If available, the description icon appears () - 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.
• Package #: Displays the submittal package number that the items belongs to. If a number does not display, the item has not yet been added to a package.
• 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