Submittal Revise and Resubmit process:
1. The Architect rejects a submittal and the ball is in Sachse’s Court. There are two options: Close and notify, or create revision. The ‘create revision’ button should be deleted.
2. When the ‘close and notify’ button is clicked, the notify pop up comes up. There should be a check box for ‘revise and resubmit’ that creates a revision when checked. The old revision will then be locked out from editing.
3. All revision pages should have two areas to upload attachments. One is for “approved submittals”, the other is for “Revise/Review Submittals”
4. Add a feature on each revision to be able to toggle through revision. Currently you can only move backwards. You need the ability to also move forward. So if you are on REV 1, you should be able to go back to REV 0 for reference, but also move forward to REV 2 or whatever is the current revision.
See attached for mock-up of buttons to help explain our idea
|Job Title / Role||ERP Implementation Project Manager|
|I need it...||3 months|