Overview

The Submittals tool is used to control the submission and review of items that require approval before commencement / publishing. This can be used for Fletcher Industrial Development Team Members to submit items to others, request items be submitted to Fletcher Industrial Development from external parties, or a combination of both. 

 

Submittals are typically created by the Development Manager to request information from the responsible Consultant / Contractor about the specific items planned for design, fabrication, or installation on a project. 

 

Once the external party has submitted the information (e.g., 30/60/90 drawing sets, shop drawings, material data, product data, product samples, and more), the project and design teams review the submissions to make sure the information complies with the project brief. 

 

Once approved, the submittal is returned to the creator, which signifies that the work / design / fabrication (depending on type)  is approved to proceed.

 

Standard Submittal types are: 

• 30% Design

• 60% Design

• 90% Design

• Documents 

• Plans

• Prints

• Product Information

• Product Manuals

• Samples

• Shop Drawings

• Other

 

Objectives

1. Configure the Submittals tool for your project

2. Create Submittal Workflows for your project

3. Create and Assign Submittals

4. Complete the review and approval steps

5. Close out a Submittal

 

Things to Consider

• To be assigned as a submitter or approver in a Submittal workflow, users must have sufficient permissions level for the Submittals tool.

• Submittals Packages can be created to group multiple Submittals together but still have separate workflows. For more information on Submittal Packages, refer to this Support Link.

 

Procedure 

 

Detailed Steps	Support Link
Be sure to configure the Submittals tool for your project to align with specific requirements. This includes tool settings, notifications and workflow templates. For more guidance on this, please refer to the Project Setup section.	Configure Settings  Workflow Templates
Create and issue new Submittals as required during the project, including applying and adjusting Workflow Template   Note: You can also bulk import Submittals using Procore Imports	Create a Submittal Apply a Submittal Workflow Template to a Submittal
Submitter to then respond to the Submittal by uploading documentation and adding their response.	Upload and Submit a Submittal
Approvers to complete their review in accordance with the Submittal Workflow. This includes the ability to use the Submittal Markup tool within Procore.  Whenever an Attachment is marked up with comments, it will show as a revised Attachment against that step in the workflow.   Note: If needed, Admin users on the Submittal tool can edit the response on behalf of reviews if they do not use Procore. See: Edit a Submittal Response	Respond to a Submittal as an Approver   Review Submittal PDF Attachments
Close out and distribute the Submittal   Note: If required, such as in the case of a Submittal failing, a revision of a Submittal can be created to repeat the process. See: Create a Submittal Revision	Distribute a Submittal