Submittals are a formal process employed to submit documents, materials, and equipment for approval from architects, engineers, clients, or other stakeholders involved in a project. Submittals ensure that the documents and equipments utilized in the project adhere to the project's specifications and requirements.
The Submittal tool can be accessed under the Share option under the projects from the navigation pane.
The Submittals tool in Krion 6D allows you to see a list of all Submittals along with details like the:
· Submittal code
· Title
· Type
· Recipients
· Due Date
· No of Documents
· Status
Note: The Submittals list can be filtered by the status and by user/user groups. The items to be displayed in the list can also be customized by selecting the columns drop-down menu.
1. Click on to create a Submittal
2. In the Create Submittal dialog, enter the Submittal Code in the format
0001-XXXX-XX01-SUB-0001-A-P01.01 as specified, which breaks down into these components:
o 0001: A unique identifier for the Submittal being created
o XXXX: The code representing the organization.
o XX01: Alpha Numeric Code for the current phase of the project.
o SUB: Indicates that this is a Submittal Code
o 0001: The code for the department.
o A: The department revision identifier Viz., A - Architectural, C-Civil, S-Structural, M-Mechanical, P-Plumbing, E-Environmental etc.,
o P01: Revision Number
o 01: A suffix indicating that the issue is currently a work in progress
This format ensures that each issue can be tracked and referenced efficiently throughout its workflow process.
3. Enter a Title name for the Submittal
4. Select the Spec Section and Sub Spec section from the drop-down menu
5. Enter the description of the Submittal
6. Select the type
7. Select and assign a workflow for the Submittal.
8. Enter the Due date, Priority, Required Date, Required Approval Date, Required on job site date and lead time (in days)
9. Attach Packages or related documents enable to upload files from Krion6D Drive.
After filling all the mandatory fields marked in red, click on to successfully create a Submittal
Note:
1. When a Submittal is created all members in the workflow will get notified about the same.
2. A Submittal can be created as a review by toggling
button if required
Once a Submittal is created it can be viewed in the Submittal list. Various actions can be performed on a Submittal by clicking on under the Actions column.
· Edit: Clicking on edit actions lets you edit a Submittal
· Detail: To view the details in a Submittal
· Add Task: Add Tasks enables you to Add Review tool where a related task can be created
· Add Issue: Add Issue enables you to Add an Issue too where an Issue can be created
· Delete: Delete a Submittal