| Field | Description | Location |
|---|
Search for | Enables you to select a "Quick Filter" value to search for packages using: - Package No.
- Package Description
- Primary CSI Code
- Primary Reviewer
| Submittal Tracking - All tabs |
Details tab - Package Details |
| Primary CSI Code | The primary CSI code associated with the selected submittal item. | Submittal Tracking - Details tab |
Reviewers | The contacts who are selected to be the reviewers for the selected submittal item. This field is read only except for Primary Reviewers or users with Change or Administrator permissions. If the Allow Reviewer to Change Primary Reviewer module customization attribute is enabled and if the user is a Reviewer, then this field is editable. | Submittal Tracking - Details tab |
Primary Reviewer | The contact designated to be the Primary Responder. This contact must be listed in the Reviewers tab. This field is read only except for Primary Reviewers or users with Change or Administrator permissions. If the Allow Reviewer to Change Primary Reviewer module customization attribute is enabled and if the user is a Reviewer, then this field is editable. | Submittal Tracking - Details tab |
Notify | Marking this checkbox notifies the reviewers of the submittal by email or message. | Submittal Tracking - Details tab |
Notes | Displays any notes entered about the Submittal. | Submittal Tracking - Details tab |
Linked Documents | Enables you to select any linked document for the package. | Submittal Tracking - Details tab |
Details tab - Item Details |
| CSI Code | The CSI code associated with the item. | Submittal Tracking - Details tab |
Item No. | The number of the item. | Submittal Tracking - Details tab |
Rev. | The number of the item revision, if applicable. | Submittal Tracking - Details tab |
Description | The description of the item. | Submittal Tracking - Details Tab |
Submitting Company | The name of the company submitting the item. | Submittal Tracking - Details Tab |
BIC | Ball in Court. The name of the company to perform an action on the item. | Submittal Tracking - Details Tab Tracking tab |
Status | The status of the item. This value is derived from the Item Detail Lookup table. This field is read only except for Primary Reviewers or users with Change or Administrator permissions. If the Allow Primary Reviewer to Change Item Status module customization attribute is enabled, then the Primary Reviewer can change the Item Status. | Submittal Tracking - Details Tab |
Tracking tab |
| Display Tracking Data For | Submitting Company: Displays only the information for the submitting company. Primary Reviewer: Displays only the information for the Primary Reviewer. Reviewer: Displays the information for the selected reviewer. Submitting Company and Primary Reviewer: Displays the information for both the Submitting Company and the Primary Reviewer. | Submittal Tracking - Tracking Tab |
Submitting Company Item Detail | Item No. Rev.: The Submittal Item number and the revision number, if any. Example, .0002.2 Description: The Submittal Item Description. Example, Science Lab Status: The status of the Submittal Item. Example, Under Evaluation. CSI Code: The CSI code of the Submittal Item. Example, 5720 Following is an example of what a typical Submitting Company Item Details display might look like: 0002.2 | Science Lab | Under Evaluation | 5720 | Submittal Tracking - Tracking Tab |
Submitting Company data | If the Allow Company Only Use to Edit Submitting Co data module customization attribute is enabled, then users with Company Only permission can edit all Submitting Company fields. |
Notified | The date the reviewer was notified. The Date Notified field, if blank, will be filled in automatically when the Transmittal Wizard Notify checkbox is used. | Submittal Tracking - Tracking Tab |
Submission Due | The due date of the required items. This field automatically fills in when you use the Transmittal Wizard to transmit to the Submitting Company contact. This copies the date to the tracking screen if the date due is blank. If the date due screen has a date entered in tracking screen the date entered in the transmittal or notification will not override the existing date. | Submittal Tracking - Tracking Tab |
Submitted | The date on which the submitting company submitted the items. | Submittal Tracking - Tracking Tab |
Copies Required | The number of copies required from the submitting company. This read-only value is pulled from the Item Edit screen. | Submittal Tracking - Tracking Tab |
Required Review Time (days) | The number of calendar days required for review time. The Read-Only value is pulled from the Item Edit screen. | Submittal Tracking - Tracking Tab |
Copies Submitted | The number of copies being submitted. | Submittal Tracking - Tracking Tab |
Returned | The date on which the reviewer returned the approved items to the submitting company. The date entered in the Reviewer Returned field should be considered the same as if a date were entered in the Reviewer Responded field. | Submittal Tracking - Tracking Tab |
Copies Returned | The number of copies returned to the submitting company. | Submittal Tracking - Tracking Tab |
Submission Notes | Any notes the submitting company (or a user on their behalf) wants to enter with the required items. | Submittal Tracking - Tracking Tab |
| Reviewer data | If the Module Customization attribute Allow Primary Reviewer to track other reviewers is enabled, then the Primary Reviewer can edit all Reviewer fields for Secondary Reviewers. |
Notified | The date on which the reviewer was notified. The Date Notified field, if blank, will be filled in automatically when the Transmittal Wizard Notify checkbox is used. | Submittal Tracking - Tracking Tab |
Received | The date on which the submittal package is physically received by the reviewer. | Submittal Tracking - Tracking Tab |
Copies Received | The number of copies sent to or received by the reviewer. | Submittal Tracking - Tracking Tab |
Response Due | The due date of the response. This field automatically fills in when you use the Transmittal Wizard to transmit to the Submitting Company contact. This copies the date to the tracking screen IF the date due is blank. If the date due screen has a date entered in tracking screen, the date entered in the transmittal or notification will not override the existing date. | Submittal Tracking - Tracking Tab |
Responded | The date on which the Reviewer responds. The date entered in the Reviewer Responded field should be considered the same as if a date were entered in the Returned field. | Submittal Tracking - Tracking Tab |
Response | The Reviewer's response. This value is derived from the Submittal Response Lookup Table. Administrators can specify in the Lookup Tables module, which Submittal Response values are considered "rejected". | Submittal Tracking - Tracking Tab |
Returned | The date on which the Reviewer returned the approved items. The date entered in the Reviewer Returned field should be considered the same as if a date were entered in the Reviewer Responded field. | Submittal Tracking - Tracking Tab |
Copies Returned | The number of copies returned by the Reviewer. | Submittal Tracking - Tracking Tab |
Review Notes | Enables you to enter any review notes about the submittal. | Submittal Tracking - Tracking Tab |