Submittal Item Review Workflows
- 16 steps
Default Review Workflow
1
From this page you can set up a date that all your Submittals need to be submitted and replace the automatically calculated Submittal Item due date with an actual due date for all the selected CSI Codes.
2
The due date is automatically calculated when Submittal Items are created.
3
The date when Submittal Items will appear in the Ball In Court for a user before the actual due date.
4
The due date for Submittal Items to be reviewed is calculated based on when they are issued to the Review Workflow.
**Tip! Review Workflow Role Definitions:**
- **Submittal Administrator**: Manages all aspects of the Review Workflow, Submittal Type and Items for the CSI Code they are assigned to. *Users from GC / Construction Manager are typically assigned this role.*
- **Review Administrator**: Manages the Reviewers and Review Status of Submittals Items for the CSI Codes they are assigned to. *Users from Architect are typically assigned this role.*
- **Reviewers**: Reviews Submittal Items for the CSI Codes they are assigned to. *Users from MEP Engineer, Structural Engineer, etc. are typically assigned this role.*
- **Upload Submittal Items**: Upload files to Submittal Items for the CSI Codes they are assigned to. *Users from Subcontractors are typically assigned this role.*
- **Distribution Only**: User is on the Distribution List when a Submittal Item is closed for the CSI Codes they are assigned to. *Users from the Subcontractors are typically assigned this role.*
5
Click the "Role" for the user. Multiple users can be assigned the same role as necessary.
**Tip! Send Email Notifications Definitions:**
- **New Submissions**: On the distribution list when a new submission is uploaded to a Submittal Item.
- **Issued to Workflow**: On the distribution list when a Submittal Item is issued to the Review Workflow.
- **Reviewers Returned**: On the distribution list when a Reviewer reviews a Submittal Item.
- **Review Admin Returned**: On the distribution list when a Submittal Item has been reviewed.
- **Closed**: On the distribution list when the review is finished and the Submittal Item closed.
6
Click the appropriate "When to Send Email Notifications" to include the user from email notifications when a Submittal Item progresses through that specific step in the Review Workflow.
7
Click "Submit" to finish you Default Review Workflow.
Modifying the Review Workflow settings for CSI Codes
8
To edit a specific "CSI Code", click the one you want to edit
9
Click "Edit" in the right panel.
10
Click "Edit"
11
Click the user's "Role" you want to edit.
12
Click "Submit"
Duplicate a CSI Code's Review Workflow to apply it to other CSI Codes.
13
Click "CSI Codes"
14
Click "Copy"
15
Click this checkbox.
