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Change the Ball in Court Person on a Submittal

Objective

To reassign the Ball In Court (BIC) person for a submittal using the Project level Submittals tool.

Background

In Procore, the phrase Ball In Court (BIC) names the person who is responsible for the next action in a workflow sequence. For example, when a user creates a new submittal, that user may want to take some time collecting all of the related information to include with the submittal item, before distributing it to reviewers for approval. In this scenario, the individual creating the submittal would keep the default Procore setting which sets the submittal's creator (i.e., the "submitter") as the BIC person.  

Once a submittal is ready to distribute to reviewers for approval, the BIC assignment can be changed, as defined by your organizations's submittal approval workflow. The submittal's Ball In Court field will reflect these changes and the assigned approver will be listed as the BIC. (Note: The person that is currently assigned the submittal at any time will also be listed under the BIC.)

As a project manager, you may find it necessary to assign the submittal to a different user (i.e. manually change the submittal's BIC). For example, if you received verbal confirmation/approval, you can always Input a Response for an Approver on their behalf in order to change the "ball in court" to the next person. You could also move a submittal backwards in the workflow and re-assign it to a previous approver to request an additional response.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Project level Submittals tool.
  • Prerequisite:

Steps

  1. Navigate to the Project level Submittals tool.
  2. In the Submittals page, locate the submittal to work with. Then click View or Edit.
  3. In the submittal's page, scroll down to the Submittal Workflow section.
  4. To change the BIC assignment to another person, click the Set as Ball in Court that corresponds to the next person in the Sequential Approval Workflow.
    Note: This moves the submittal forward in the workflow and does not delete any previously recorded responses. An email is then sent to the new BIC person, notifying them their action is required on the submittal. The user can respond by replying to the notification email. 

    set as ball in court1.png

 

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Last modified
15:49, 10 Jan 2017

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