Control approved, revise or rejected states
Use consistent statuses and formal comments to document the response. Field teams know which material can be used and which needs revision.
What you'll learn
How control approved, revise or rejected states works inside Perfour.
What information you need and how it stays connected to Submittals.
How to preserve traceability and find the record later.
How to complete approval status
- 01
Understand the objective
A submittal is the formal submission of materials, technical data, shop drawings, samples or other documentation for review and approval before procurement, fabrication or installation. This guide focuses on control approved, revise or rejected states.
- 02
Prepare approval status
Enter title, type, specification section, description, related drawing, owner and response due date. Attach the technical package and select reviewers and distribution participants.
- 03
Complete the workflow in Perfour
Create the record, request submission or send it for approval, receive a formal response, correct it through a new revision when needed, and close or void it with a reason. The formal response states whether it is approved, revised or rejected.
- 04
Review relationships and traceability
The submittal can link drawings and files and provide context to quality, RFIs and schedule. The approved revision becomes the reference for procurement and execution. Do not combine unrelated products when they require independent decisions. Confirm the response applies to the correct revision and the field uses only the approved version.
Frequently asked questions
What is approval status and what is it for?+
A submittal is the formal submission of materials, technical data, shop drawings, samples or other documentation for review and approval before procurement, fabrication or installation.
What information do I need to control approved, revise or rejected states?+
Enter title, type, specification section, description, related drawing, owner and response due date. Attach the technical package and select reviewers and distribution participants.
How is this process completed in Perfour?+
Create the record, request submission or send it for approval, receive a formal response, correct it through a new revision when needed, and close or void it with a reason. The formal response states whether it is approved, revised or rejected.
Which other modules does it connect with?+
The submittal can link drawings and files and provide context to quality, RFIs and schedule. The approved revision becomes the reference for procurement and execution.
What should I check before considering it complete?+
Do not combine unrelated products when they require independent decisions. Confirm the response applies to the correct revision and the field uses only the approved version.