Submittals Workflow

Submittals Workflow

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

About this course

In this Submittals Workflow course, 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)
  • Knowledge Check
  • Resources

About this course

In this Submittals Workflow course, 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)
  • Knowledge Check
  • Resources