Apply a Submittal Workflow Template to a Submittal
Objective
To apply a submittal workflow template to a submittal.
Background
A user with 'Admin' level permission to your project's Submittals tool can create one (1) or more submittal workflow templates which you can then add to a new submittal when you first create it. This saves data-entry time by preventing you from having to add a new submittal workflow each time you create a submittal.
Things to Consider
- Required User Permission:
- To apply a submittal workflow template to a submittal, 'Admin' level permission on the Project level Submittals tool.
- Prerequisites:
- Create at least one (1) submittal workflow template. See Manage Submittal Workflow Templates.
Steps
- Follow the steps in Create a Submittal or Edit a Submittal.
- Under Submittal Workflow, do the following:
- Select a Template. Select a workflow template from the drop-down list.
Notes:- This drop-down list is only visible and available to users with 'Admin' level permission on the Submittals tool.
- This action applies the person(s) named on the submittal workflow template to your submittal.
- To learn how submittal workflow templates are created, see Manage Submittal Workflow Templates.
- Select a Template. Select a workflow template from the drop-down list.
- Continue by modifying the Name, Role, and Days to Submit/Response fields as needed for the submittal. Your changes only affect the workflow on the submittal, your changes do NOT affect the submittal workflow template.
- (Optional) Continue with the steps in Add Reviewers to the Submittal Workflow.