Adding Submittal Transmittal Detailed Information

The Detailed Items tab lists all the items that you want to include in the submittal package. For each row, specify the quantity of each submittal item being sent.

To enter detailed information

• On the Detailed Items tab of the Submittal Transmittal form, click Insert or New to add a row to the grid. For information on how to enter data in the grids, see "Entering Data in Grids".
• For each row, the following details describe the submittal item:
• Qty: Enter a value for each submittal item included in the package. You can also type a value using both letters and numbers.For example: "1 Sepia" or "2 Blueprints". The value can also represent a number of an item in the submittal package, such as "10", when referring to the number of boilers for a project.
• Item No.: When you add a new row, the next number sequence is automatically inserted. This number can be modified.
• Register No.: Enter the submittal register to which it belongs.
• Rev: Enter the revision number for the submittal item.
• Spec Section: Enter the specification section for the submittal item.
• Sub Section: Enter the specification subsection for the submittal item.
• Description: Enter the title for the submittal item.
• Status: Select the current status for the submittal item.
• Action: Select the reviewer's evaluation of the submittal item.
• Notes: Click to enter additional notes on the submittal item.
• Delete: If you select a row for deletion, this check box is selected, and the row is deleted when you save the record.
• To save the changes and keep the form open, click > Save.

—Or—

To save the changes and close the form, click > Save and Exit.

See Also