Submittal Package - Field Descriptions

Use the table below for reference when completing the fields on this screen.

Field

Description

Submittal package number

The Submittal package number will be auto-assigned when setting up a new package, but can be changed if necessary.

Date

The system date will default in this field, but can be overwritten if necessary.

Project

The job entered on Log Entry screen will display here.

To

Enter the reviewer(s) to send the submittal package to.

Spec section

Select a spec section for the submittal item. These are set up in the Job Spec Section maintenance screen, and based on CIS-standard specifications.

Ball in court

Select a job contact who is currently responsible for the specified submittal package.

Status

Select a status for this package: Open or Closed.

Topic

Enter a topic for the submittal package.

Notes

Enter any notes for the reviewer(s) to accompany the submittal package.

Submittal Documents

Click the Add Item button to add submittals to this package.