In Procore's Submittals tool, you must designate an approver and a submitter.
Submitter: The Submitter role on a submittal in Procore is typically filled by a subcontractor that needs to submit a submittal for approval before that scope of work can begin. Depending on how the Submittal tool's configuration settings are set up on a project, this person may or may not have to act on the submittal in Procore.
In Parallel Approver Workflow, the submitter will send the submittal to a responsible party. The responsible party then uploads the submittal to Procore in the attachments field of the submittal. In this case, the Submitter does not need access to Procore.
In Sequential Approver Workflow, the submitter will receive an email when the submittal is created. Once they complete the submittal according to the specifications, the subcontractor will upload the submittal into the submittal in Procore. In this case, the Submitter needs to have 'Standard' permissions on the Submittals tool.
Approver: The Approver role on a submittal in Procore is typically filled by a member of the design team and the project manager. These users are typically responsible for reviewing the submittal before its scope of work is deemed "acceptable" for the project. Once all approvers have reviewed and approved the submittal, the submittal can be closed out, marking it as approved for construction. All approvers need at least 'Standard' level permissions on the Submittals tool.
In Parallel Approver Workflow, all approvers can review the submittal at the same time.
In Sequential Approver Workflow, approvers need to review the submittal in a sequential order set by the creator of the submittal in Procore. All approvers need at least 'Standard' level permissions on the Submittals tool.
Procore Technologies, Inc., the world's number one most widely used construction management software, helps firms drastically increase project efficiency and accountability by streamlining and mobilizing project communication and documentation. Hundreds of thousands of registered Procore users manage all types of construction projects including industrial plants, office buildings, apartment complexes, university facilities, retail centers, and more.