User Manual

Submittal List

What is Submittal?
A submittal refers to the written and/or physical information provided by a responsible sub-contractor to contractor. This information is submitted to the design team for approval before project delivery. Submittal is classified into:-

Prequalification
Material Approval Request
Shop Drawing
Concrete Pouring
Supplier Approval Request
Technical Submittal
Request To Propose Alternative
Field Adjustment
Site Instruction
Design Calculation Detail
Site Observation
Test Submittal
Method Statement
Document Submittal
Quality Reports
HSE Reports
Inspection & Testing Plan
Project Baseline Schedule
Variation Order
Contractor Reports
Technical Reports
Operation & Manuals
MAR
Other

Select Submittal from menu. Submittal list will be visible category wise if already added.
Click on Approvals as shown to view the approval workflow.

New Submittal

Click on New Submittal Log to add a new Submittal.
Fill the details. Select proper options and values.
Click on Add Log once done.

Edit Submittal

Click on Edit under Action to update submittal records.
Select proper dropdown values. Upload proper valid submittal file.
Enter data and click on Update Log.

Upload and Download Submittal

To upload a pertinent document for the submittal click on Upload.
Select appropriate values from the dropdown.
Provide details as shown below and click on Add XLS.
You can download any submittal; just click Download Sample
Select required submittal name and category from the dropdown.
Now just click on Download

Submittal Export

Click on Download button as shown.
Select the from and to dates, followed by category and status.
Click on Export after inputs are selected.

Submittal Add Category

Click on Plus button as shown.
Add your desired name and click on Add button.
You can click on Edit to edit existing category. Click on Update thereafter.

Comment

Click on Comment button as shown. Fill in the required details. Mentioned proper inputs and click on Save button.
You can view the report by clicking on the Eye icon as shown. A pdf will be opened. You can download or print the pdf as per your choice.
To download a report directly, just click the Download button.
Use the Kebab Menu to edit the report.

Audit Report

Click on the first option under Action to open Audit Report. It shows the actions (add, update, delete) performed by a user if any.
Click on Create to add new feed
You can also select a user/users while creating a feed
You can also upload a relevant file. Just click on Attach File

Column Visibility

You can control what column you prefer to be seen.
Just click on the Settings icon as shown in the below image.
Tick the columns that you want to view and untick the ones you don't desire to view.
In case you change your mind, you can tick the untick ones and vice-versa.

You can use the filter as shown to see only desired data.
Select dates, Phase & Drawing Group.
Ultimately click on Search.

Group

Click on Group Name as shown.
Provide proper details and click on Add.
Groups will be shown on the left side as highlighted.

You can expand any of the groups to view the sub-groups under that.
Use the kebab menu as shown to edit a group. Delete deletes that particular sub-group.
Now change details as required and click on Update.

Submittal Categories

Submittal is divided into 24 categories. You can view any category exhaustively by clicking on the category from the dropdown as discussed before.
Each category has its own significance. The options, buttons, comment, audit, approval, category, export, filter and column visibility shown in Submittal List are available for each category.

Material Approval Request

As discussed earlier, when a certain category is opened an overall description of that category will be shown in tabular format.
To add a new material content click on Add Material Content. Provide data and click on Add.
Existing material content's list will be seen if present. You can edit and delete the same using the highlighted buttons.

Here we have an option to download report directly using the Kebab Menu.
Click on Report button as shown.
An xlsx file will be downloaded in your system locally.
Likewise you have an option to download report in all categories of submittal.

Similarly for adding reference and material approval click on the respective buttons.
Fill in the required data and click on the appropriate button to proceed, such as Add, Save, or Proceed.
To edit a material Approval, use the Edit button as shown.
Change required data and click on the appropriate button to proceed, such as Update.

In the same way there would Add and Edit buttons for other categories as well.
You need to click on the appropriate button for that and you can achieve what you desire.
You can click here for reference.

Submittal