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How do I customize submittal responses?

Answer

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 (see Create Custom Submittal Responses).  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.

Examples

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). 

 

If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page .