Submittal Process
Once a submittal is created, you can route it through the submittal process to have it completed and approved.
- Issue
Usually, the party responsible for the project, such as the general contractor, creates a submittal and issues it.
- Submit
The submitter is usually the supplier or subcontractor who will provide the materials or perform the work specified in the submittal. Once the submitter has completed the information, they submit the submittal for review.
- Review
The reviewer looks over the information submitted and verifies that it is complete before sending the submittal for approval.
- Approve
The approver reviews the submittal information and approves it for the project or rejects it. If the approver rejects the submittal, a new draft is created and it is assigned to the issuer. If the approver rejects the submittal, a new draft is created and it is assigned to the issuer. If the approver approves the submittal, the submittal is routed back to the issuer for final release.
- Release
When the issuer releases the submittal, the submittal is closed and the submitter can perform the work for the submittal.
When you open a submittal in Viewpoint Team™, you can see the current status of the submittal process, who is assigned to each step, and the due dates associated with each step. You can use this ball-in-court view to quickly assess the submittal process.