How do I customise submittal responses?
Answer
Users with ‘Admin’ level permission to the project’s Submittals tool can configure a wide range of customised submittal responses using the new 'Submittal Responses' link in the Configure Submittals Settings page. A submittal response is a list of pre-defined responses (e.g., APPROVED, APPROVED AS NOTED, REVISE AND RESUBMIT, REJECTED and so on) that can be applied to a submittal by reviewers during the review and approval process.
Examples
There are a variety of reasons an organization might want to customise their submittal responses. For example:
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To match specific contract language.
Some organizations use the term ‘REVIEWED’ in place of ‘APPROVED or ‘REVIEWED AS NOTED’ in place of ‘APPROVED AS NOTED.’ -
To match the actions on the submittals review rubber stamp that your company traditionally used to process hard-copy submittals.
Some organizations may prefer to use ‘FURNISH AS NOTED’ and ‘NO EXCEPTIONS TAKEN’ in place of ‘APPROVED AS NOTED’. -
To use commonly understood acronyms instead of spelled words.
Some organizations may prefer reviewers to use specific acronyms such as: A (in place of ‘APPROVED’), AAN (in place of ‘APPROVED AS NOTED’), R&R (in place of ‘REVISE AND RESUBMIT).