Update Submittal Attributes Using General Tab - EcoSys - 4.03 - Help - Hexagon

EcoSys Contracts Help (4.03)

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EcoSys
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EcoSys Standard Version
4.03

This procedure allows you to update the submittal attributes using the General tab in the Submittal Details panel.

  1. Navigate to Contracts > Submittals.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.

  3. Click Refresh for screen update.

  4. Click the Submittal Register tab. The Submittal Register panel appears.

  5. In the Submittal Register panel, click the Submittal ID hyperlink. The Submittal Details panel appears.

  6. In the Submittal Details panel, click the General tab.

  7. Edit the Submittal Name.

  8. Click the Type ellipsis to select the required submittal type.

  9. Click the Priority ellipsis to select the required priority. The available options are listed below:

    • H – High

    • M – Medium

    • L - Low

  10. Select the Review Due Date.

  11. (Optional) Attach the submittal related document. To attach the document, perform the following:

    1. Click the Attachment ellipsis. The Document Detail dialog box appears.

    2. Click the Upload button. The Upload Document dialog box appears.

    3. Click the Browse button to select a file to upload and click the OK button.

    4. Click the Close button. The selected file is attached in the Attachment column.

    5. Click the Save button.

      To view or save the attachment, click the attachment hyperlink.

  12. Type the required Comment.

  13. Click SAVE.