Submittal Action page
Submittal Action page
This page shows the details of a contract management workflow action taken on a submittal.
Action is the type of action performed. Types of submittal actions include Received, Forwarded, Response, Review Response, Pending Review Response, Sent, Closed, Sent and Closed, and Reopened.
Submittal Action
The following list contains all available fields for all of the types of submittal actions. Each submittal action contains a different subset of these fields.
Subject
The subject of the submittal.
To
The recipient of the current submittal action. Select the link to open the Contact Information dialog box.
CC
Any other contacts included in the submittal action.
From
The contact who assigned the submittal action.
Submittal ID
The ID number of the submittal.
Sender ID
The ID the sender gave to the submittal.
Purpose
The purpose of the submittal.
Transmittal ID
The ID number of the submittal’s corresponding transmittal.
Date Received/Sent/Closed
The date the relevant action occurred.
Via
The method used to transfer the submittal.
Due
When a response to the submittal is due.
Page Tools
The following tools are available in the Submittal Action page toolbar.
Submittal: <Submittal name>
Select to return to the Submittal page.
This option is only available to Project Center (internal) users.
Submittals
Select to return to the My Submittal Actions log.
Internal users are returned to the Submittals log.
Send Response
Select to open the Send Submittal Response page to send a response to a submittal.
Markup and Respond
Select to open the Newforma Web Viewer to view the attached files, mark up with any comments and send the response.
View Form
Select to open a printable version of this page.
To access this page
Select a submittal action from the My Submittal Actions log, or an action from the Workflow tab of a Submittal page.
If submittals are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.