You can release a submittal to close it and alert the submitter that they can then
perform the work for the submittal. This is the final step in the submittal
process.
Once the submittal is released and closed, its visibility is automatically updated to
visible, allowing the project team to see it. A project editor can change the visibility
back to private, if needed.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 Release button.
The Release window
appears.
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In the Submitter field, the person
who will provide the materials or perform the work specified in the submittal is
displayed. You can select a different submitter if needed.
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In the Comment field, enter any
notes or comments for the submitter.
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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 state of the submittal is set to Closed and the Submitter is notified that the
submittal was approved.
