Contacts-Logs-Submittals

See Also

 

This portal shows a chronological history of all submittals associated with a contact's related projects. While viewing a contact's record, select Submittals from the Logs Action drop-down list to view the corresponding list of items.

 

Grid

         Submittal #:

Displays a number for the submittal record. This number should not exceed 10 characters.

 

Type:

The type of document or material submitted for approval, say Shop Drawings.

 

Received:

Displays the date on which the submitted material or drawing was received.

 

Returned:

The date on which the submittal was returned to the person who submitted it for approval. 

 

Project No.:

The project number whose submittal record appears in the grid.

 

Project Name:

The name of the project associated with the submittal record.

 

Description:

Descriptive detail for the submittal record.

 

CSI #:

This is the Code Structure Identifier (CSI) number associated with the submitted drawing or material.

  1. The type of CSI code that displays is configured in Preferences-Project-Submittals.

Status:

Displays the submittal status - pending, rejected, revise and resubmit, or approved with corrections noted.

 

Edit:

Click the row to view or edit the submittal information.

 

Delete :

Click to remove the selected item from the portal.

 

Sort:

The list can be sorted by clicking the column headers.

 

Button Panel

Help:

Opens the EngineerOffice Help in the Contacts section.

 

Filters:

Use the portal filters to filter the information displayed on the screen.

 

From-To:

These fields limit the submittal records displayed in the grid to those that fall within the date range specified.

 

Project:

Make a selection from the drop-down list to specify the project whose submittals you want to view.

 

Status:

Displays submittal based on the specified status.

 

Type:

Make a selection from this drop-down list to specify the type of submittals you want to view in the grid.

 

Action

 

New:

Select this option to add a new submittal.

 

List:

Select to view all submittal records.

 

Find:

Select this option to search for submittals associated with this contact.

See Also