Visual guide

Finish a technical submittal review

Record the reviewer's official decision on a submittal in review and verify the resulting Approved status.

5 minutes
Product screenshot: Finish a technical submittal review
Step by step

Follow each step on screen

  1. 01

    Open a submittal In review and check the current revision.

    Step 1: Open a submittal In review and check the current revision.
  2. 02

    Confirm that the revision awaits your answer. Decision actions require a designated reviewer or project owner.

    Step 2: Confirm that the revision awaits your answer. Decision actions require a designated reviewer or project owner.
  3. 03

    Read the submission, comment and attachments before deciding.

    Step 3: Read the submission, comment and attachments before deciding.
  4. 04

    Add a response comment if your decision needs an explanation.

    Step 4: Add a response comment if your decision needs an explanation.
  5. 05

    Choose Approve for the example's final decision.

    Step 5: Choose Approve for the example's final decision.
  6. 06

    Verify Approved, its author and comment in the current revision.

    Step 6: Verify Approved, its author and comment in the current revision.
  7. 07

    Check that the header status is Approved.

    Step 7: Check that the header status is Approved.
  8. 08

    Return to the list and confirm Approved and the final revision.

    Step 8: Return to the list and confirm Approved and the final revision.
  9. 09

    In Activity, verify the approval was recorded with the prior history.

    Step 9: In Activity, verify the approval was recorded with the prior history.
FAQ

Frequently asked questions

What was verified and what remains untested?+

The interface has no Close button for this flow. Approve finished the example. Approve with comments and Reject are other final decisions, but were not performed here.