To learn how to revise an existing submittal, please follow the steps below.
Quick Links
Use the links to quickly jump to the right steps in the article below.
- Select Submittals from the Logs Menu
Note:
This tutorial is for modifying an existing Submittal. To learn how to submit an original Submittal, click here.
- Click the Title of the Submittal you are creating the revision from
Note:
There are multiple ways to look at the Submittal information with the use of views. The views available are:
▪ *All Submittals
▪ *All Submittals by Status
▪ *Late Submittals
▪ *Open SubmittalsTo learn more about views, click here
- Click on Edit from the Top Menu
- In the REVISIONS Section, check the box for Create Revision? and enter the appropriate New Revision Number
- Click Save and Close.
Note:
Copied from the Original Submittal (GENERAL INFORMATION TAB):
▪ Submittal Title
▪ Submittal Number
▪ To
▪ From
▪ Submittal Description
▪ Submittal Category
▪ Spec SectionThe following will be blank (GENERAL INFORMATION TAB):
▪ Initiated By
▪ Create Revision?
▪ New Revision Number
▪ Ball-in-Court
▪ Cc▪ Initiated Date will default to the current date
▪ The following will be blank (DISCUSSION TAB):
▪ Discussion▪ The following will be blank (FINAL REVIEW TAB):
▪ Response
▪ Responded By
▪ Response Date▪ The following will be populated:
▪ Revision Number: This will populate with the New Revision Number from the original submittal
▪ Original Submittal: This will be a link to the original submittal
▪ Submittal Status: Resubmitted
▪ Submittal Closed? No▪ Copied from the Original Submittal (GENERAL INFORMATION TAB):
▪ Field: Detail
▪ Field: DetailNote:
The Submittal Closed? will be populated with Yes on the original Submittal