Article Content Navigation

About Returning Items from Review on Behalf of the Reviewer

Typically, the Reviewer of the Submittal Items would Return Submittal Items from Review with Quick Reply (or one of the other available methods to them for returning from review). However, there are circumstances that will cause a Submittal item to need to be returned from review on behalf of the reviewing Party. 


ATTENTION REVIEWERS - THIS ARTICLE IS NOT INTENDED FOR YOU. PLEASE REFER TO ONE OF THE BELOW OPTIONS FOR MORE INFORMATION ON RETURNING SUBMITTAL ITEMS FROM REVIEW AS THE REVIEWER
- Return Submittal Items from Review with Quick Reply (Recommended!)
- Return Submittal Items from Review within Submittal Package
- Return Submittal Items from Review with Transmittal Quick Return Option

Return Submittal Items

1. Navigate to the Submittal Package that contains the Submittal Item being returned

 

2. Upload any applicable Attachments to the Attachments Section

 

3. Select the item(s) being returned from review on behalf of the reviewer and select the Return From Review button

 

4. Enter the date(s) the item was returned from review, if different then the day the return is being (the green arrow button the right can be used to copy the status to any other submittal items) completed

 

5. Select the appropriate status for the Submittal Item(s) from the Status dropdown (the green arrow button the right can be used to copy the status to any other submittal items)

 

Note: Returning notes can also be included for the item in the box available under each item

 

6. Select Save & Close to update the status of the item(s)

Note: Save & Transmit Package is for reviewers logging into the Submittal Package and using the same button, this button will generate a Submittal Transmittal back to the listed Project Manager of the Package. This is not required when manually processing the returned Submittal Items on behalf of the reviewer.

Additional Resources

Creating Submittals

Submitting Submittal Items for Approval

The Submittals Reports