Submittals Workflow

Submittals Workflow

Learn how to manage the submittal item and submittal package creation, review and approval workflows.

About this course

Note: Please register to access the course content. 

Learn how to manage the submittal item and submittal package creation, review, and approval workflows. 

You'll learn how to:

  • Set up the Submittal Manager for your project (project admin)
  • Define Submittal workflow roles
  • Create Submittal Items
  • Create Submittal Packages
  • Manage the review, approval, and distribution process

 

Curriculum

  • Introduction
  • Intro to Submittals (0:36)
  • Submittal Workflow Roles (1:16)
  • Workflow Diagram
  • Set up
  • Project Admin: Add Submittal Managers (0:52)
  • Create Submittal Items (1:11)
  • Import Submittal Items (1:30)
  • Review and Approval
  • Package Creation, Review, and Approvals (2:44)
  • Resources
  • Knowledge Check
  • PDF Workflow Guide and links
  • Course Feedback

About this course

Note: Please register to access the course content. 

Learn how to manage the submittal item and submittal package creation, review, and approval workflows. 

You'll learn how to:

  • Set up the Submittal Manager for your project (project admin)
  • Define Submittal workflow roles
  • Create Submittal Items
  • Create Submittal Packages
  • Manage the review, approval, and distribution process

 

Curriculum

  • Introduction
  • Intro to Submittals (0:36)
  • Submittal Workflow Roles (1:16)
  • Workflow Diagram
  • Set up
  • Project Admin: Add Submittal Managers (0:52)
  • Create Submittal Items (1:11)
  • Import Submittal Items (1:30)
  • Review and Approval
  • Package Creation, Review, and Approvals (2:44)
  • Resources
  • Knowledge Check
  • PDF Workflow Guide and links
  • Course Feedback

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