Track Review Cycles for Submittals

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The Review Cycles tab for a submittal shows the submittal's complete history, starting with the first review cycle.

To record a review cycle:

  1. In the Project View, expand the project you are working in.
  2. Expand the Logs folder and click Submittals.
  3. Click Edit Document for the submittal to which you want to add a review.
  4. Click the Review Cycles tab.

    Note: Mark the Multiple Reviewers checkbox on the Workflow tab if you want Send a Submittal to Multiple Reviewers to review the submittal. This option is available only before any review cycles have been added.

  5. Click Add.
  6. Edit the Review Cycle field if desired. Contract Management automatically numbers each review cycle sequentially. For example, 001, 002, 003, and so forth.
  7. Enter a description for the review cycle.
  8. Enter the dates when the submittal changed hands. For example, the submittal was received from Steve on 4/6/02, and sent to Lou on 4/14/02; Lou rejected and returned it on 4/19/02; it was then forwarded to Steve on the same day so it could be updated for another review.
  9. Click the Details subordinate tab and enter information as necessary.
  10. Click the Distributions subordinate tab and select the contacts to distribute to by clicking Add to open the Distribute Submittal Dialog Box.
  11. Click the Issues or Attachments tabs to link any issues and attachments to the review cycle as necessary.
  12. Click Save when finished.
  13. Repeat the above steps to add more review cycles.

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Last Published Wednesday, June 17, 2015