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What is a submittal revision?

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Answer

A submittal revision is an alteration or correction to an existing submittal item.

When do I create a submittal revision?

While you can create a submittal revision at any time, they are most commonly created by subcontractors when an original submittal is rejected by one of the designated team members in the approval workflow.  For example, a subcontractor might create a submittal that is approved by general contractor, but later rejected by one or more members of the Design team (e.g., architect, structural engineer, etc). In this scenario, you would want to revise the existing submittal to ensure that that it is revised to address all of the issues highlighted by the Design team.  Once the revision is created, you can then submit it to the team for approval.

How do I create a submittal revision?

See Create a Submittal Revision.

What problems occur when you create submittal revisions manually?

If you create a new revision by creating a new submittal and manually copying related information from the previous, several problems can occur.

Duplicate revisions could be created where the relationship to previous revisions couldn't be easily determined or linked. (e.g. 04400, 18, 1)
Users could use different naming conventions for the submittal revision field. For example, there were no restrictions to what you could enter in the revision field. Therefore, you could use numeric or alpha values or even words, which could easily lead to inconsistent and confusing results.

How are my submittal revisions linked to each other?

For a revision to be linked to a submittal, it must share the same Spec Section and Number.  This happens automatically when you follow the documented steps for creating a revision. See Create a Submittal Revision.

When working with revisions, be aware of the following:

  • If you want to narrow the items in view to only show the most current revision, apply the 'Current Revision' filter. See Search for and Filter Submittals.
  • If you want to view the revision history for a submittal, locate the desired submittal in one of the Submittals views Then click View. In the page that appears, scroll to the bottom and the revision history is listed.
  • By default, the Submittals tool is configured to show all revisions in the different submittals views. See Switch Between Submittals Views.