Forward a Submittal for Review
Objective
To forward a submittal item to a user not included in a submittal's workflow for their review.
Background
This functionality is available for those times that you need to forward a submittal to someone that you need information from who is not a member of the original submittal workflow.
Example
Let's say you are a project manager at a general contractor who is managing the submittal review process. Typically, after you create a submittal item and add members to the submittal workflow, you first have an architect review the item and then have a project engineer perform the review. However, for this particular submittal item, the architect wants a structural engineer to review the submittal item before submitting their own response and then passing the review authority to the project engineer. In this situation, the architect would use the steps below to forward the submittal item for review to the structural engineer. This adds the structural engineer to the submittal workflow in order to capture that response in Procore.
Things to Consider
- Required User Permissions:
- 'Standard' level permissions or higher on the project's Submittals tool and the current Ball In Court for the submittal.
- Prerequisites:
- Additional Information:
- The submittal's status must be 'Open'.
- If a user has already been added to the submittal's workflow, you will not be able to forward the submittal to that user. They can respond to the submittal in the order specified by the submittal's workflow.
- If you forward a submittal to another user, you must wait for them to submit their response before you can respond. After they respond, the BIC will be shifted back to you and you will have the option to either (1) respond to the submittal or (2) forward it to another user for their review.
- If a submittal is forwarded to you by a member of the submittal's workflow, you cannot forward the submittal to another user.