Submittal Item Log

This report lists all Submittal Items created through Submittal, Submittal Package or Submittal Item Register documents.

Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.

Access through the Submittal Item Register

While the Submittal Item Log can be accessed through the Report Browser, using traditional filters, it can also be accessed from the Submittal Item Register. However, in order for this report to be enabled on the Submittal Item Register, a few steps must be taken first:

Go to the Notify tab on the Submittal Item Register.
Select an Item Notification from the drop-down.
Enter a Lead Time in days. Zero is the default.
Save.

(See also KBA-01665.)

Filters

Project – the Project ID. You can look up or type a specific project ID or use the % mask for multiple projects.
Item State – the state of the Submittal Item according to the Requested, Received, Submitted, and Reviewed dates. You can select a state (including Approved and All Open and Approved) or keep the All Open default. [If you specify Item Notifications through the Notify tab on the Submittal Item Register, this information will be passed through.]
Item Status – the status of the Submittal Item. You can select a specific status or keep the (any) default.
Cost Code – the Cost Code associated with the Submittal Item. You can enter a specific Cost Code or use the % mask for multiple Cost Codes.
Spec – the specification number associated with the Submittal Item. You can enter a specific Spec or use the % mask for multiple Specs.
Item Type – the Item Type of the Submittal Item. You can select a specific Item Type or leave blank for all Item Types.
Lead Days – the number of days looking forward by which to limit the report. You can enter any number from 0 to 32768. [If you specify Lead Time through the Notify tab on the Submittal Item Register, this number will be passed through.] Note: numbers less than zero effectively turn off the filter.
Responsible – the person Responsible for the Submittal Item. You can look up or type a person, or leave this blank for all persons.
Include Notes – whether or not to include the Notes associated with the Submittal Item.
Include History – whether or not to include the previous versions of Items with multiple versions (such as those with a status of Revise/Resubmit.)
Sort By – the column by which to sort the results. You can select Item Number, Source Number or Spec + Para.

Columns

Item # – the Submittal Item number.
Source – the Submittal Item’s Source.
Spec/Para:Rev – the Submittal Item’s Spec, Para and Rev information.
CC – the Cost Code associated with the Submittal Item.
Description – the Description of the Submittal Item.
Type – the Item Type of the Submittal Item.
Responsible – the company Responsible for the Submittal Item.
Stat – the status of the Submittal Item, shown in code.
Due – the Submittal Item’s Due date.
Submitter: Req – the Submittal Item’s Requested date.
Submitter: Rcv – the Submittal Item’s Received date.
Owner Rep: Subm – the Submittal Item’s Submitted date.
Owner Rep: Revw – the Submittal Item’s Reviewed date.
Submittal: Stat – the document status of the Submittal that includes the Submittal Item.
Submittal: Doc – the Document number of the Submittal that includes the Submittal Item.
Package: Stat – the document status of the Submittal Package that includes the Submittal Item.
Package: Doc – the document status of the Submittal Package that includes the Submittal Item.

Last updated: October 28, 2016 at 13:48 pm;