You can approve a submittal to indicate that you have reviewed the contents and approve
it for the project. This is the fourth step in the submittal process.
Before you approve a submittal, you may want to:
Note: The names of the fields, actions, and states
for submittals may be different in your instance of Viewpoint Team, because they can be customized by the system
administrator. For example, your organization might use "Grant" instead of "Issue".
In this case, you would select the Grant button to send the submittal to the submitter and the state
would change from Draft to
Granted.
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From the home page, select on the Submittal assigned to
you.
The Submittal page
appears.
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Click the Approve button.
The Approve window
appears.
-
In the Response field, select a
status code, or type in a new status code and click
New Status Code.
-
In the Reviewer field, the person
assigned to review the submittal is displayed. If needed, select a different
reviewer.
Note: Enter the first few letters of the contact's name to
filter the list.
- (Optional) In the Additional
Reviewers field, you can select additional reviewers for the
submittal. Additional reviewers can respond to the submittal but cannot change
the state of the submittal.
-
In the Comment field, enter any
comments or notes about your approval.
-
(Optional) Select Add attachment to attach one
or more files to the submittal.
-
Browse to the files you want to attach and
select them.
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Select Open.
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The Notify Recipients check box
is selected by default. If you do not wish to send email notifications to all
the indicated recipients, you can clear this check box.
-
Select Send.
The submittal is sent to the reviewer for release and the ball-in-court status is
updated.