1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > Submittals > Tutorials > Remove a Submitter or Approver from the Submittal Workflow

Remove a Submitter or Approver from the Submittal Workflow

Objective

To remove a submitter or reviewer from the submittal workflow.

Background

Should you decide that you want to remove a submitter or approver from a submittal workflow while the approval process for a submittal is in progress, you can do so only if you have been granted the appropriate permission to the Submittals tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Submittals tool.
      OR
    • 'Standard' level permission to the project's Submittals tool AND (1) you created the submittal or (2) you have been designated as the Submittal Manager

Steps

  1. Navigate to the project's Submittals tool. 
    The Submittals page appears. 
  2. Locate the desired submittal in the Items view.
  3. Click Edit
    This opens the submittal in edit mode. 
  4. Scroll down to the Submittal Workflow area. 
  5. Locate the desired person in the list. Then click the RED 'x' next to that person's name.



    The system reveals a popup message asking you to confirm that you want to delete the record. 
  6. Click Yes to confirm the delete action.
    The system removes the person from the Submittal Workflow and completes the following actions:
    • Automatically flags the next person in the approval sequence as the 'Ball In Court' person.
    • Sends an 'Action Required' email message to notify the 'Ball In Court' person that the submittal is awaiting their approval. 
    • Logs the change to the approval sequence in the submittal's Change History tab. 
You must to post a comment.
Last modified

Tags

Classifications

This page has no classifications.