Revision Process for Muni Team

Objective

Should the Muni Team review a completed conflict check and find that there are omissions, they will create a submittal revision to request materials or corrections to returned documents.

 

Steps

1.   At completion of  submittal workflow, review all documents.  If an omission has been found,  click the ellipse (3 dots) beside the edit button then click on Create Revision from the dropdown within the original submittal. This will duplicate the original submittal WITHOUT any attachments.

 

 

2.   Update the Title to indicate the issue and be sure to add explanation in the Description, then click Send & Create.

NOTE: You may also add any attachments that my be helpful.

 

 

3.   Scroll down to the workflow and remove whichever users would not need to review by clicking the 'X' on the far right of the workflow step. If unsure who may need to review for corrections, you may leave them all.

 

 

4.   Scroll ot the bottom and click Create & Send.

 

 

5.   Go back to the main Submittal page to find the original submittal. It should show as the same Submittal Number but the Rev Number should be '0'.

 

 

6.   Click on the Status and update it to Closed in the dropdown.

 

 

7.   The page will update and you should see the original version as Closed and the newly created revision as Open.