Close a Submittal
Objective
To change the status of a submittal to Closed using the project's Submittals tool.
Background
After a submittal has been approved by all of the individuals who have been designated as approvers in the submittal's approval workflow, a user who has been assigned 'Admin' level permissions can mark the submittal as Closed. This indicates the submittal approval workflow is complete and/or requires no further action.
Things to Consider
- Required User Permission:
- To close a submittal, 'Admin' level permissions on the project's Submittals tool.
- To edit a closed submittal, 'Admin level permissions on the projects Submittals tool.
Video
Steps
There are three (3) ways to close a submittal in Procore:
- Close a Submittal from the Submittals Page
- Close a Submittal from its Edit Page
- Distribute a Submittal
Close a Submittal from Submittals Items Page
- Navigate to the project's Submittals tool.
This reveals the Submittals page. - Locate the desired submittal in the list. Then click the Status box for the desired submittal and select Closed from the list.
(Note: Your company's list may contain custom status values that were created for use on your projects. See Create a Custom Submittal Register Status.)
Close a Submittal from its Edit Page
- Navigate to the project's Submittals tool.
This reveals the Submittals page. - Locate the desired submittal and click Edit. See Search for and Filter Submittals.
This opens the submittal in edit mode. - Select Closed from the Status list.
(Note: Your company's list may contain custom status values that were created for use on your projects. See Create a Custom Submittal Register Status.) - Edit any other information as needed.
- Choose one of these options:
- If you want to save the submittal without sending an email notification to approvers and members of the distribution list, click Update.
OR - If you want to send an email notification to approvers and members of the distribution list, click Update and Send Email(s).
- If you want to save the submittal without sending an email notification to approvers and members of the distribution list, click Update.
Distribute a Submittal
When you distribute a submittal, the system changes its status to Closed. See Distribute a Submittal and Distribute the Submittals in a Package.