Build your submittal review tracker.

How to build your submittal review tracker

1. 1

   Describe the job

   Keep submittal revisions, specification references and reviewer comments connected.

2. 2

   Review the first version

   Choose how the site engineer records the submittal and how the responsible designer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your submittal review tracker

• Keep the submittal in context

  Keep submittal, specification reference, revision, reviewer, comment and response status together so the next person can understand the request or record.

• When the next step needs a decision

  A subcontractor resubmits a drawing while the reviewer comments on the old revision. Keep the comments linked to that revision and request a decision on the current submission.

• Keep response status visible

  Keep a revised submission pending until its response status is recorded.

• Choose what each person needs

  Give the site engineer a working view and the responsible designer a review view. Keep submittal and specification reference attached to the decision as the work moves between them.