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- About Returning Items to the Subcontractor
- Return Submittal Items to the Subcontractor
- Additional Resources
About Returning Items to the Subcontractor
Submittal Items can be quickly returned to the Submitting Company right within the Submittal Package.
Return Submittal Items to the Subcontractor
1. Navigate to the Submittal Package the holds the Submittal Item(s)
2. Select the checkbox for the item(s) being Returned to Subcontractor
3. Scroll down to the attachments section and select the checkbox for the corresponding attachments within the Attached Documents grid. Please note, if attaching at the Submittal Item level, there is no need to complete this step.
or referenced documents within the Referenced Folders and Documents grids
4. Select Return to Sub in the top ribbon to generate a Submittal Transmittal within the Transmittals section of the Project Management module.
5. Complete the Submittal Transmittal
The From and To are required fields and will automatically be populated by the Reviewer and Project Manager of the Submittal Package. The Transmittal Description is also required and is populated based on the Submittal Package description. The item type being transmitted is auto-applied as Submittal since this Transmittal was generated out of a Submittal Package. Any of these fields can be updated/modified at this stage. Don't forget to include remarks, these are shown in The Submittal Transmittal Email Notification
6. Once the Submittal Transmittal is filled out with all details (please refer to Create, Fill Out, and Transmit a Transmittal), Select Transmit in the top ribbon
Additional Resources
Submitting Submittal Items for Approval
The Submittal Transmittal Email Notification
