Review a Submittal

When a submittal's Required Action value is Review or Final Review, the general contractor or a consultant must review it to determine whether it is complete or needs any revisions.

To review a submittal:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Submittals, and then select Submittals.
  3. In the submittal table, find the submittal that you need to review.

    You need to review any submittal that lists you as the Ball in Court user and that has a Required Action value of Review.

  4. In the Required Action field, select Review.
  5. In the Review dialog box, review information about the submittal.

    Click the name of a document in the file table to open it.

  6. In the Response field, select a response:
    • Submit for Approval: Select this option to send the submittal to a specific user—usually someone in a consultant company—for final review. If you select this option, you must also select a user in the Final Approver field.
    • Approve: Marks the submittal as Approved.
    • Approve as Noted: Marks the submittal Approved as Noted. This has the same effect as approving the submittal, but it informs everyone else involved in the submittal that you noted some change from the original submittal.
    • Reject: Marks the submittal as Rejected.
    • Revision Needed: Select this status to send the submittal back to the general contractor or subcontractor responsible for the submittal. This signals them to revise the submittal and resubmit it.
  7. Select Submit.