Support Home > Products > Procore > Procore User Guide > Project Level > Submittals > Tutorials > Mass Review Submittals in a Package

Mass Review Submittals in a Package

Objective

To mass review the submittals in a submittal package when the submittal workflow framework is enabled for use with the Project level Submittals tool.

Things to Consider

 

Steps

  1. Navigate to the project's Submittals tool.
  2. In 'Views', click Packages
    This reveals the Submittal Packages page. 
  3. Locate the submittal package and click View.
  4. Click Review Submittals.
    The Review Submittals button is only available if you are the Ball In Court person on the submittals. This places the submittal package into review mode. 

  5. In the 'Review Submittals' page, click Review next to one of the submittals in the package.


     
  6. In the 'Review' page, do the following:
    • Under 'Submittal Items', scroll to the 'Provide Your Response' area.
    • Select your response from the Response list. 
    • Enter any helpful text or instructions in the text box. 
    • Click Attach File(s) or use move files from your computer into the Drag and Drop File(s) area.
    • Click Finish Reviewing.


       
  7. Repeat the steps above for each submittal.
    Notes:
    For each submittal, Procore sends an automated email notification to:
    • If using sequential approval, the next reviewer assigned to the submittal workflow. This notifies the user that their action is required. See Respond to a Submittal as a Reviewer. (Note: Procore also designates this individual as the  'Ball In Court' person).
    • If using parallel approval, all reviewers assigned to the submittal's workflow. This is for informational purposes. 
    • If using either sequential or parallel approval, all members of the submittal's distribution list. This is for informational purposes. 
You must to post a comment.
Last modified
15:03, 10 Oct 2016

Tags

Classifications

This page has no classifications.