Closing Submittal Items

Closing Submittal Items

Alert: Your level of access for managing Submittal Items is based on your assigned Role in the Review Workflow for the CSI Code a Submittal Item is in. Your Role must be Review or Submittal Administrator to close a Submittal Item.

Tip: Submittal Administrator is is typically assigned to the GC / Construction Manager.

Review Administrator is is typically assigned to the architect.S

1. Click the "Submittal Item" you want to close.

Review Administrator Role

Tip: The Review Administrator can Approve or Reject a Submittal Item at any time during the review.

2. Click "Review Administrator"

3. Click the appropriate "Review Status"

Tip: Upon completion of your file upload, the submittal item’s closure will be contingent on the Review Status you have chosen. Should the item receive approval status, it will be closed automatically. Conversely, if the item is rejected or requires resubmission, it will revert to the Submittal Administrator for the necessary revision process.

4. Click "View Files"

5. Click this checkbox to select all files.

6. Click "Download" to download the files

7. Click "Copy to My Review" to copy the files from Upload Submittal Items to your Review Submission location.

8. Click "Add" to add any remarks to assist during the review. 

9. Click "Submit"

Submittals Administrator Role

Alert: The Submittal Administrator can Close an item at any time as needed.

10. Click "Closed"

11. Click the appropriate "Review Status"

12. Click "View Files"

13. Click this checkbox to select all files.

14. Click "Download" to download the files

15. Click "Copy to My Review" to copy the files from Upload Submittal Items to your Review Submission location.

16. Click "Add" to add any remarks to assist during the review. 

17. Click "Submit"