Example: Submittal

Submittals provide a method to perform checks and balances during the construction phase of a project. This ensures that the end result conforms to the intended project design, and meets the expectations of the owner.

Creation Stage

The project documentation does not provide any details about the style of door knobs to install on the internal doors. The contractor working on a project wants to suggest a style for the door knobs. The contractor creates a submittal request against the project, and they attach the spec sheet for the suggested door knobs. If the contractor does not have access to the system, the designated architect can raise it on their behalf. The item is then submitted for approval.

Review Stage

The architect receives an email notification with a request to approve the submittal. The architect adds recipients to the submittal - these are the specialist people on the project that can provide the required information. The architect may also add additional people working on the project as information-only recipients. The architect then approves the submittal item to allow the nominated recipients to add their responses.

Response Stage

Each person that the architect nominated to respond to the item receives a notification, with a request to add a response to the submittal. If the recipient is an external contact, they can use the link in the email to access the contract item. The recipients then submit their responses.

Completion Stage

The architect receives an email notification for each response that is added to the submittal. The architect then selects one or more responses in the completion stage as the final outcome, or they can enter their own response. The architect then chooses to approve or reject the submittal. When they submit their decision, the contractor receives a completion notification, with a link to review the information.