Keep drawings, data sheets and samples together
Attach technical documents, catalogs and files to the same record. Every reviewer works from the complete and correct package.
What you'll learn
How keep drawings, data sheets and samples together 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 document package
- 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 keep drawings, data sheets and samples together.
- 02
Prepare document package
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. Drawings, data sheets, samples and files form the technical package.
- 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 document package 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 keep drawings, data sheets and samples together?+
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. Drawings, data sheets, samples and files form the technical package.
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.