To create custom submittal responses for use with the Project level Submittals tool.
Users with ‘Admin’ level permission to the project’s Submittals tool can configure a wide range of customized submittal responses using the new 'Submittal Responses' link in the Configure Submittals Settings page. A submittal response is a list of pre-defined responses (e.g., APPROVED, APPROVED AS NOTED, REVISE AND RESUBMIT, REJECTED, and so on) that can be applied to a submittal by reviewers during the review and approval process.
There are a variety of reasons an organization might want to customize their submittal responses. For example:
To match specific contract language.
Some organizations use the term ‘REVIEWED’ in place of ‘APPROVED or ‘REVIEWED AS NOTED’ in place of ‘APPROVED AS NOTED.’
To match the actions on the submittals review rubber stamp that your company traditionally used to process hard-copy submittals.
Some organizations may prefer to use ‘FURNISH AS NOTED’ and ‘NO EXCEPTIONS TAKEN’ in place of ‘APPROVED AS NOTED’.
To use commonly understood acronyms instead of spelled words.
Some organizations may prefer reviewers to use specific acronyms such as: A (in place of ‘APPROVED’), AAN (in place of ‘APPROVED AS NOTED’), R&R (in place of ‘REVISE AND RESUBMIT).
You can change an existing response to a custom value for all nine (9) of the default submittal responses in Procore. See What are the default submittal responses in Procore?
You can add up to twelve submittal responses for six (6) out of the nine (9) default submittal responses in Procore. For three (3) of the responses (i.e., FORWARDED FOR REVIEW, PENDING, and SUBMITTED), the system limits you to only one (1) custom response. See What are the default submittal responses in Procore?
If you want to delete a custom response, click the RED 'x' that appears next to the item.
Note: You can only delete the custom responses that have been added to the system. Each of the nine (9) default responses requires at least one (1) response (which you may customize, but cannot delete).
When the system deletes the response, a confirmation banner appears at the top of the page.
After customizing your responses, they will appear as selections in various drop-down lists in the Submittals tool. The primary areas include: