Record Reviewer Response for Submittal dialog box

4 minutes
10 months ago
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Record Reviewer Response for Submittal dialog box

Use this dialog box to record a reviewer’s response to a submittal.

To

Click to open the Choose Project Team Members dialog box to select the contacts who the reviewer sent a response to. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select who the reviewer CC’d the response to. You can also type email addresses directly in this field.

From

Click to open the Choose a Project Team Member dialog box to select the name of the submittal reviewer. A contact who was forwarded this submittal and has not responded yet is filled in by default. You can also type email addresses directly in this field.

Subject

The subject of the submittal. You can edit it.

Action

Select the action taken on this submittal.

Date

Enter the date the response to the submittal was received.

Received Via

Select the method in which the reviewer sent the submittal response from the drop-down list.

Transmittal ID

Enter an ID number for the transmittal being created for the submittal response.

Submittal ID

The original submittal’s ID number.

Response tab

Use the Response section of this tab to enter the response to the submittal. The Summary section contains a summary of the submittal.

Refer to the Forward Submittal for Review dialog box for a description of the tabs.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the submittal.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the submittal to another contact, close the submittal, respond to the submittal sender, or just send an email message to notify the contact who forwarded the submittal.

Record Response

Click to record the reviewer’s response to the submittal. The following events occur:

  • The original submittal remains in the Under Review category of the Submittals activity center.
  • The action taken here is added to the submittal’s Change Log tab.
  • A corresponding transmittal is filed in the All Received log of the Project Transmittals activity center.
  • A notification is sent to the person who forwarded the submittal indicating a response was recorded.

If you selected Forward for Review, and the submittal has files in the Associated Files tab, the Select Files to Forward for Review dialog box opens, which enables you to choose whether to transfer the files, and how to transfer them.

To access this dialog box

Select a submittal from the Under Review category, then click Record a Reviewer Response from the Tasks panel of the Submittals activity center.

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