Approving, Closing or Converting an item to Submittal

Expediting Log

ExpeditingHeaderMain

 

 

 

 

Updating Status

You can update the Status of any item(s) by placing a check mark next to the respective item(s) and using the Check Mark

 

   controls in the tool bar to approve or close any item within the log Expediting Approve or Close Item. This will change the status on the log for reporting

   controls

 

Converting to a Submittal Item

 

When you Create a Submittal Item from Within the Log, It Will AUTOMATICALLY CREATE A SUBMITTAL PACKAGE AND ITEM

 

To convert an item from an Expediting Log to Submittal, Select the item and click the "Convert to Submittal" icon Expediting Convert To Submittal Icon
You will then be asked in which folder within the submittal section to create this new package and item
Upon Confirming the location, your submittal package and item will have been created for processing.