Overview
A submittal is written information, data, and documentation from a contractor or specialty-trade contractor submitted to the general contractor. These documents are forwarded to the design team for approval, ensuring:
The correct products and quantities comply with design and contract documents.
A "root-cause analysis" process is documented for resolving errors and holds weight in legal matters.
This guide covers how to:
Access and view submittals.
Create submittals.
Fill out and edit submittal details.
Access the submittal timeline.
Access the submittal discussion.
Materials Included
Submittals typically include:
Product data, shop drawings, project samples, QA/QC, and O&M Manual.
Manufacturer's and installer's qualifications, warranties, and LEED documentation.
Attic stock and closeout materials.
The Submittal Process
Creation: Project managers solicit details from subcontractors regarding specific items for installation or fabrication.
Review: The project and design teams ensure alignment with project specifications and drawings.
Approval: Submittals are returned to subcontractors once approved, documenting readiness for construction.
INGENIOUS.BUILD Enhancements
The platform revolutionizes the submittal process by:
Digitizing workflows for real-time drafting, distribution, and approval.
Offering transparency through a complete digital trail.
Eliminating the traditionally slow and labor-intensive process.
Workflows and Approvals
Approval workflows within INGENIOUS.BUILD:
Assign individuals to review submittals.
Ensure responses follow pre-established rules (approve, reject, edit, etc.).
Process
How to Access and View Your Submittals
Navigate to the left-hand menu within the platform to Projects > Projects in the Projects section.
Select the desired project to access its list of submittals.
On the selected project home page, go to the left-hand panel, open the Project Summary dropdown, and select Submittals under the Construction Administration section.
On the Submittal homepage, use the toggle to filter submittals:
Toggle switched on: Displays only submittals assigned to you.
Toggle switched off: Displays all submittals, including those assigned to other users.
How to Access the Submittal Timeline
On the Submittal Details page, click the Timeline icon located above.
This will display the real-time status and the submittal trail, showing interactions between responsible parties.
See Also: