Using Packages to Manage the Submittal Process (No Collaboration)


OVERVIEW: 

Once your submittal packages are set up, you are ready to manage the process of "Receiving " them from the Subcontractor, "Submitting" them to the Architect, having them "Returned" from the Architect and "Forwarding" the final answer back to the Subcontractor.


Receiving Submittals from the Subcontractor:


STEP 1: Click on [4to the left of Document Management


STEP 2: Click on the Submittal Packages


STEP 3: Choose the package you want to work in.





STEP 4: Click Update Package




STEP 5: Leave the Action at Received


STEP 6: Click the Submittals that the subcontractor has turned in.


STEP 7: Click the down arrow [
6] and change the Status to Received


STEP 8: Click Update




STEP 9: Click Close



"Submitting/Sending" Submittals to the Architect:


STEP 1: Click on the Submittal Packages 


STEP 2:
Choose the package you want to work in.



STEP 3: Click Update Package




STEP 4: Change your Action to Sent 


STEP 5:  Click the Submittals that you want to send to the Architect

STEP 6
: Click the down arrow and change the Status to Submitted

STEP 7: Click Update

STEP 8: System will send the Architect an Email Alert (make sure their email notification box is checked for submittals)

STEP 9: Click Close
Now your Submittal Package shows which ones were submitted.






Submittals being "Returned" from the Architect:

For CMiC Collaboration click HERE.

Follow the following steps for non-collaboration.

If the architect is non-collaborative and submittals are be transmitted via sources other than CMIC; you will need to update the status in the Review History Tab.   


STEP 1: Click on [4to the left of Document Management


STEP 2: Click on the Submittal Packages 


STEP 3: Choose the package you want to work in.



STEP 4: Click Update Package




STEP 5: Change the Action to Returned 

STEP 6: Check the boxes next to the submittals that were returned.

STEP 7: Change the Status

a. If the status' from the Architect are all the same you can choose the Status that matches the verbiage your Architect is using.

b. If the status is different, then change each one separately by clicking the down arrow under the New Status column.

STEP 8:
Click Update and close.




"Forwarding" the Architect Reviewed Submittal back to the Subcontractor:



STEP 1: Click on [4to the left of Document Management

STEP 2: Click on the Submittal Packages  

STEP 3: Choose the package you want to work in.




STEP 4: Click Update Package 





STEP 5: Change the Action to Forwarded

STEP 6: Check the box next to the submittal items you are forwarding back to the subcontractor.

a. If you have a submittal item that is Revise and Resubmit, you will need to update that one separately first, so check the box next to the one with the Revise and Resubmit Status.

b. Check the box that says Create Review Cycle

c. Uncheck the box that says Create Transmittals

d. Click Update




STEP 7: Change your Action back to Forwarded 

STEP 8: Check the boxes next to the submittal items you want to Forward to the subcontractor

STEP 9: Leave the Status as No Change

STEP 10: Click Update
System will automatically create a transmittal to the Subcontractor (If your Auto Populate Transmittal from Submittal box is checked on the Defaults tab under View Current Project)



STEP 11: Open the Transmittal by clicking on the Transmittal #.




STEP 12: Click Edit to make any changes, such as adding CC or making any Remarks 

.
STEP 13: Click Save



STEP 14: Click Submit 




STEP 15: Click Close for the Transmittal




STEP 16: Click Close for the Transmittal Window.



STEP 17: Click Close for the Submittal Window. 




STEP 18: Click Close for the Review Cycle Window