To edit the general information, update any of the following fields:

The required fields are noted with an asterisk (*).

Primary Project*: The primary project that the Designer Submittal is associated with. It is read-only (configurable on Access Control).

Primary Contract*: The primary contract that the Designer Submittal is associated with. It is read-only (configurable on Access Control).

DSB ID*: The ID of the Designer Submittal. It is auto-generated by the system and not editable.

DSB Title*: The subject of the Designer Submittal. It does not have to be unique.

Type: Select a type for the Designer Submittal. Authorized users can add or delete a type in Dropdown List Management.

Status: Select a status for the Designer Submittal. Authorized users can add or delete a customized status in Dropdown List Management.

Priority: Select an urgency level for the Designer Submittal from one of the following three options: High, Medium, Low. By default is Medium.

Date Reported*: The date when the Designer Submittal is reported.

Deadline: The deadline when the Designer Submittal should be resolved.

Description: The description of the Designer Submittal.

Date Resolved: The date when the Designer Submittal is resolved.

Resolution: The resolution of the Designer Submittal.

Click the Save & Continue button to save the changes and continue editing at the same page. The page will refresh and display the updated data.

Click the Delete button to delete the Designer Submittal. The Status will be triggered to Deleted and you cannot view this Designer Submittal on the Browse Designer Submittals page.

Click the Cancel button to abort the current operation. The system will go to the Browse Designer Submittals page.

Click the View Audit Trail button to view the change history of the current Designer Submittal. The system will open the Browse Audit Trail Details page in a new window.

Click the Print button to open the Generate Dynamic Document page where you can print the current Designer Submittal in Word or PDF format.

Click the Notify button to notify people about the Designer Submittal information. The system will then go to the Send Notification page.

Click the Submit button to trigger the workflow if a Designer Submittal workflow has been defined and set to Active.

The Comment Section allows you to directly add your comments against the current entity via the page.

  Users can enter their comments through clicking on the Add icon to pop up the Add Public Comment window:

  Enter your comment words into the *Comment field and then click the Save button to submit your comments or Cancel to abort the changes.

  Note: This is a required field, that is, the Save action for a blank comment will be invalid.

After the save action, the submitted comments will be listed in the data grid of the comment section, illustrating who has created the comment in the Commented By column; when the comment is created in the Commented On column and contents of the comment in the Comment column respectively.

If there are too many comment records to be shown in the data grid, you can use the navigation control for the page-switching or change the number of displaying records per page.

Besides, you can quickly find the desired comments by using the search function above the data grid. Specify the Commented On and/or the Commented By criteria and click on the Search button. Filtered records which match the search criteria will then list in the data grid for your reference. You can also click on the Reset button to redefine the search criteria.

  You can click the Edit icon in the View column to further edit the comment.

  Note: You will be only allowed to edit the comments that you create. The Save button will be disabled if the current log-in user is not equal to the person who submits the comment.

In the Edit Public Comment popup, modify the comment in the *Comment filed, then click the Save button to confirm your modifications. The Commented On field will be updated every time when the Save button is pressed.

You can also click the Delete to delete the comment, or Cancel to abort the modifications.

The Comment section will also support Excel Import and Export functions, which facilitate the batching function for comments. The checkbox beside each comment record is available for selecting specific records to export. Check the checkbox for corresponding records that you want to export and then click the Export Data icon  in the upper left corner of the data grid to export requested comments, the system will popup an Export Entity Data window for you to specify a template to export. Please refer to Entity Data Template for more information.

For the Import, click the Import Data icon in the upper left corner of the data grid to go to the Excel Import Data page, select a template from the *Template field dropdown and then upload the excel file through the Browse button in the *Upload File filed for a further import. For more information, please refer to the Import Entity Data page.

You can add and edit related information of the current Designer Submittal. Each subsection is collapsible. You can collapse or expand the contents of the subsection by clicking or beside the section title. By default, all subsections are expanded.

Submitted By

Submitted By is the person(s) submitting the Designer Submittal. It is tied to system Resources.

A brief summary of each Submitted By resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Associated User ID, Vendor Name, and Status (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a resource by clicking . The system will open the Resource Management page of the resource in a new window.

You can associate resource(s) as Submitted By with the current Designer Submittal by clicking . The system will pop up a window for selecting resource(s), listing all Active and Labor type resources in the system except those that are already associated with the current Designer Submittal as Submitted By. Notes: If the user who added the Designer Submittal is an existing resource, the system will default this resource as Submitted by.

You can disassociate resource(s) as Submitted By from the current Designer Submittal by selecting the resource(s) and clicking .

Assigned To

Assigned To is the person(s) designated to resolve the Designer Submittal. It is tied to system Resources.

A brief summary of each Assigned To resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Associated User ID, Vendor Name, and Status (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a resource by clicking . The system will open the Resource Management page of the resource in a new window.

You can associate resource(s) as Assigned To with the current Designer Submittal by clicking . The system will pop up a window for selecting resource(s), listing all Active and Labor type resources in the system except those that are already associated with the current Designer Submittal as Assigned To.

You can disassociate resource(s) as Assigned To from the current Designer Submittal by selecting the resource(s) and clicking .

Resolved By

Resolved By is the person(s) resolving the Designer Submittal. It is tied to system Resources.

A brief summary of each Resolved By resource displays in the table. The summary includes Resource ID, Resource Name, Resource Type, Department, Associated User ID, Vendor Name, and Status (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a resource by clicking . The system will open the Resource Management page of the resource in a new window.

You can associate resource(s) as Resolved By with the current Designer Submittal by clicking . The system will popup a window for selecting resource(s), listing all Active and Labor type resources in the system except those that are already associated with the current Designer Submittal as Resolved By.

You can disassociate resource(s) as Resolved By from the current Designer Submittal by selecting the resource(s) and clicking .

Projects

The project(s) associated with the current Designer Submittal display in the table. A brief summary of each related project includes Project ID, Project Name, Department, and Program Name (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a project by clicking . The system will open the Project Management page of the project in a new window.

You can associate project(s) with the current Designer Submittal by clicking . The system will pop up a window for selecting project(s), listing all non-closeout projects in the system except those that are already associated with the current Designer Submittal.

You can disassociate project(s) with the current Designer Submittal by selecting the project(s) and clicking . The Primary Project cannot be disassociated.

Contracts

The contract(s) associated with the current Designer Submittal display in the table. A brief summary of each related contract includes Contract No., Contract Name, Type of Service, Contract Status, Signed Date, and Prime Contractor (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a contract by clicking . The system will open the Contract Management page of the contract in a new window.

You can associate contract(s) with the current Designer Submittal by clicking . The system will pop up a window for selecting contract(s), listing all non-closed contracts in the system except those that are already associated with the current Designer Submittal.

You can disassociate contract(s) with the current Designer Submittal by selecting the contract(s) and clicking . The Primary Contract cannot be disassociated.

Documents

A brief summary of each associated document displays in the table. The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, Is Linked Document, Mark Up and Download. You can sort the files by clicking the linked column headers.  If there are too many records to display on one page, you can use the navigation control to view another page, or you may increase the number of records per page.

You can add an external document to the current submittal by clicking icon. The system will go to the Add Document page. Note that all new added documents by this method are non-linked documents(physical documents).

You can delete multiple documents in batch by clicking the Batch Delete icon at the upper left corner of the table. Note: Deleting linked document will delete the document shortcut from current entity record while the document and its attachment will be kept intact. They are still visible in Browse Documents page. But deleting actual document will delete the document and its attachment from the system.
 

You can download documents in batch into the local path by clicking the Batch Download icon at the upper left corner of the table.
 

You can redline the document by clicking the Markup icon , the system will then direct you to the Online Document Markup page in a new page.
 

You can create document(s) to the current submittal via copying from existing document(s) by clicking the Batch Copy Documents In icon. Create Documents by Copying from Existing Documents page will pop up as below.

  You can find the documents you want by specifying the search conditions and pressing the Search button.

  Select the documents to be copied and click the Save button. New documents will be created for the current submittal.

You can batch copy documents of the current submittal to another business entity record (as new documents)  by selecting the specific documents and then clicking the Batch Copy Documents Out icon . The system will lead to the page below. Fill in the required information and click the OK button.

You can create linked documents from existing documents in CIPAce to the current submittal by clicking the Create Linked Documents In icon at the upper left corner of the table. When clicking the Create Linked Documents In iconPage as below will pop up. Select documents in the table and click the Create Linked Documents Out icon, the documents will be successfully associated to the current submittal.

You can create linked documents to another entity record by clicking the Create Linked Documents Out icon at the upper left corner of the table.The system will lead to the page below. Fill in the required information and click the OK button. System will go back to Edit Submittal page and the linked documents will successfully created to the root folder of the target entity records.

Project.Tasks

The Project.Task(s) associated with the current Designer Submittal are displayed in the table. A brief summary of each related Project.Task includes: Project, Task Name, Start Date, Finish Date and Percent Completed (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a Project.Task by clicking . The system will open the Manage Schedule page of the Project in a new window.

You can associate Project.Task(s) with the current Designer Submittal by clicking . The system will pop up a window for selecting Project.Task(s), listing all Project.Tasks in the system except those that are already associated with the current Designer Submittal.

You can disassociate Project.Task(s) with the current Designer Submittal by selecting the Project.Task(s) and clicking .

Contract.Tasks

The Contract.Task(s) associated with the current Designer Submittal are displayed in the table. A brief summary of each related Contract.Task includes: Contract, Task Name, Start Date, Finish Date and Percent Completed (these data columns are configurable by Dynamic View). You may sort the records by clicking the linked column header.

You can view the detailed information of a Contract.Task by clicking . The system will open the Manage Schedule page of the Contract in a new window.

You can associate Contract.Task(s) with the current Designer Submittal by clicking . The system will pop up a window for selecting Contract.Task(s), listing all Contract.Tasks in the system except those that are already associated with the current Designer Submittal.

You can disassociate Contract.Task(s) with the current Designer Submittal by selecting the Contract.Task(s) and clicking .