Workflow Actions

Move a submittal through its review cycle with the actions of three actor groups — the Creator, the Assignee (coordinating reviewer), and optional Third-Party Approvers: Approve (A/B), Reject (C), For Info (D), Issue To, the three Reassign variants, Cancel, Resubmit, Resubmit & Supersede, Take Creator / Take Approver, and Edit / Delete on drafts.

Open a submittal to see your available actions on the bottom action bar; the More menu lists every action grouped by your roles:

Who can do what

Status	Creator group	Assignee group	Third-Party group
Draft	Edit, Delete	—	—
Submitted / Re-Submitted	Edit, Transfer Ownership, Cancel	Approve, Reject, For Info, Issue To, Reassign Coordinator, Cancel	—
In-Progress	Transfer Ownership, Cancel	Approve, Reject, For Info, Issue To, Reassign Coordinator, Cancel	TP Approve, TP Reject, TP For Info, Delegate Review
Rejected (C)	Resubmit, Transfer Ownership, Cancel	(same as In-Progress)	(same as In-Progress)
Approved (A/B) / For Info (D)	Resubmit & Supersede, Transfer Ownership, Cancel	(same as In-Progress)	(same as In-Progress)
Cancelled / Superseded	none	none	none

Administrators can act as any group. Users in no group see only Take Creator / Take Approver.

Approve (Assignee)

1. Open the submittal and click Approve (A/B) on the action bar.

   

2. Choose the Approval Type:

   • Approve (A) — approve and close.
   • Approve (B) — approve with comments.

3. Enter Notes (required), review the Distribution list, attach files if needed.

4. (Optional) Enable Stamp QR to apply a QR-code review stamp to the PDF documents.

5. Confirm. The status moves to Approved (A) or Approved (B).

Reject (Assignee)

1. Click Reject (C) on the action bar.

   

2. Enter Notes (required) explaining what must be corrected, and confirm.

3. The status moves to Rejected (C) — the Creator can now Resubmit.

For Info (Assignee)

Choose For Info (D) from the More menu, enter Notes, optionally apply a Stamp QR, and confirm. The status moves to For Info (D).

Issue To (Assignee)

Route the submittal to third-party reviewers:

1. Click Issued To on the action bar.

   

2. Select one or more reviewers (required), enter Notes (required), and confirm.

3. The selected people join the Third-Party group and can record advisory Approve / Reject / For Info opinions — these never change the submittal's status. Only the Assignee's disposition does.

Reassign variants

Three different "reassign" actions exist, one per role:

• Transfer Ownership (Creator) — hand the submittal to a new creator.
• Reassign Coordinator (Assignee) — hand the review to a new assignee.
• Delegate Review (Third-Party) — add another reviewer to the Issue-To list.

Cancel

Either the Creator or the Assignee can Cancel a submittal that is not yet closed. A cancel reason is required. Cancelled is a terminal status.

Resubmit (Creator)

When a submittal is Rejected (C), the Creator corrects the documents and resubmits the same record:

1. Open the rejected submittal and click Resubmit (action bar or More menu).

   

2. Confirm or change the Resubmit To assignee (required, pre-filled with the current assignee).

3. Enter Notes (required), attach the corrected documents, review the distribution.

4. Confirm. The status moves to Re-Submitted, and the documents' major version steps up — for example 0.0 → 1.0, or 1.0 → 2.0.

Resubmit & Supersede (Creator)

When a submittal is Approved (A/B) or For Info (D) but needs to be replaced (e.g. a design change):

1. Open the approved item and choose Resubmit & Supersede.
2. A full create-style form opens, pre-filled from the original — Name, Description, Type, Discipline, and Assignee are required.
3. Confirm. The system creates a new linked submittal and marks the original Superseded.

Key behaviors:

• The new submittal's document version restarts from 0.0 — it begins its own version history.
• The two records stay linked in the revision chain, navigable from the detail panel's header popover (Rev 00 / 01 / 02…).
• Only unstamped documents move to the new record — stamped/approved documents remain on the old one as the historical record.
• The moment Supersede fires, the old record is blocked from further actions.

Situation	Action	Result
Rejected (C)	Resubmit	Same record → Re-Submitted
Approved (A/B) or For Info (D)	Resubmit & Supersede	New record created; original → Superseded

Take Creator / Take Approver

If you are not involved in a submittal at all, these actions let you claim the Creator or Assignee role (subject to your project permissions). "Take Approver" on a Submitted/Re-Submitted item also triggers the automatic move to In-Progress.

Edit & Delete (Creator, drafts and early statuses)

• Edit — available while the submittal is Draft, Submitted, or Re-Submitted; opens the create form in edit mode.
• Delete — available on Drafts only; removes the draft immediately.