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Add a Submitter and Approvers to the Submittal Workflow

Objective

To add reviewers (a.k.a., 'approvers') to the submittal workflow for a submittal

Background

When creating or editing a submittal, you can add two (2) types of individuals (a.k.a. 'roles') to a submittal workflow:

  • Submitter

    When using Procore to manage your project's submittals process, a submitter is the term that identifies the person who has provided the information contained within a submittal (e.g., drawings, plans, documents, etc.) to the general contractor so that the design team can review and approve the submittal. Typically, the person designated as being in the submitter role on a submittal is a contact that works for the responsible contractor (i.e., a subcontractor or a construction manager). 

  • Approver (a.k.a., 'Reviewer')
    An approver designates the people who must approve the submittal before work can proceed. Typically, there are multiple approvers on a submittal workflow and members of the design team (e.g., architect, project engineer, structural engineer, etc.). However, your particular construction project may include reviewers. 

Things to Consider

  • Required User Permission:
    • To create a submittal and assign users to a submittal workflow, 'Standard' or 'Admin' level permissions to the Submittals tool.
  • Best Practice:
    • If your company is a general contractor or construction management firm and you plan to add a Submitter to the submittal, Procore recommends that you always designate a Submittal Manager as the first reviewer in the submittal's sequential approval workflow. Then gives the Submittal Manager an opportunity to ensure the submittal is thoroughly reviewed by your internal stakeholder before it is sent to the subsequent reviewers (i.e., the design team) on the submittal workflow.

Steps

Apply a Submittal Workflow Template to a Submittal

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 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. 

  1. Under Submittal Workflow, do the following:

    apply-submittal-workflow.png
     
    1. 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.
  2. 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. 
  3. (Optional) Continue with the steps in Add Users to the Submittal Workflow

Add a Submitter and Approvers to the Submittal Workflow

See Also