Submittal records

You use the submittal process so that qualified professionals certify the quality of items that are used in a project. For example, if a construction project requires the use of tiles for the floors, the quality and type of tile must be approved by the architect.

To get approval, you create a submittal record. You can create, view, or manage submittal records by accessing the submittal links in the Design page. These records require the approval of persons on a distribution list before you can acknowledge the receipt of the record and complete the actions that are specified. You can create a distribution list in the Approval section of the record.

You create a distribution list by selecting the qualified professionals who must approve the project. If the first person approves the submittal record, the record is sent to the next person on the distribution list until all individuals either approve or reject the record. If any individual on the distribution list rejects the record, it is returned to the originator as rejected.

When the last person on the list approves the record, it is sent to the originator as approved. You can add the approved items to the project.