User Personas: Project Manager | Field User
Good Submittal management is a vital element of the successful and timely completion of any project. Submittal Items and Packages can be sent out and tracked as needed throughout your project’s life cycle, ensuring that open communication is always at the forefront of your overall project management strategy.
Submittal Items and Packages on the eSUB Fusion mobile app are read-only. For guidance on creating and managing Submittal Items and Packages on the web, see the Submittals article.
To perform the actions described in this article, a user must have the Submittals - General Permissions - View permission.
Use the links below to quickly jump to a topic:
View and Manage the Submittals Log
- Select a project from the project list
- Select Submittals
- Select the Items or Packages tab depending on the items you wish to view
- Use the filter button and search bar options as desired to refine the list
- Select a Submittal Item or Package to view it
Log Features on Mobile
Search, sort, and filter the log
- Use the Search bar at the top of the page to enter your search criteria
- Use the filter button next to the search bar to configure filtering and sorting for the current page
See the Navigating Through the eSUB Fusion Interface on Mobile article for more guidance.
Document Statuses, Due Dates, and Flags
Documents with an approval process or of a time-sensitive nature have additional features displayed on the log page so that the most pertinent information is available at-a-glance.
Document Statuses
The Status represents the document’s current state. Status options vary by document type.
Due Dates
Documents of a time-sensitive nature may display a due date. Depending on the document type, the due date may represent a date that is pertinent to an internal or an external stakeholder on the project team.
Flags
Some documents can be flagged for urgency while creating or editing the document. Flagging serves as a visual indicator of importance to the user viewing the document log.
Flags are not currently available on the mobile app.
View Submittal Items and Packages
From the Submittal Log:
- Select the Items or Packages tab depending on the items you wish to view
- Use the filter button and search bar options as desired to refine the list
- Select a Submittal Item or Package to view it
See the section below for more information on the various features of Submittal Items and Packages on the mobile app. The fields described below are read-only from the mobile app, but they may be managed and configured on the Submittal Item or Package via the web.
Submittal Item & Package Features
General Info
The details of the General Info section appear on the Submittals Log page to give insight into the content and the urgency of the Item or Package and help you to track the progress of the Item or Package.
Correspondence
Select the addressee from your Contacts list and set the sent/returned dates for the Item or Package.
Item Details
Enter the pertinent details of the Item, or select from the pre-existing Items to include them in the Package.
Additional Dates (Submittal Items Only)
Set various dates for the Item to help with tracking the progress of said Item.
Attachments (Submittal Items Only)
Upload any files you would like to associate with the Item.
Internal Notes (Submittal Items Only)
A placeholder for internal notes that may be helpful to you or other project members working on the Item.
Revisions
Revisions allow you to make corrections or updates to the document while also keeping a record of the previous versions. Document revisions will have R1, R2, R3, etc. appended to the document number field so that they can be easily identified. Older document revisions are uneditable, but they can still be emailed or downloaded as PDF.
The Revise function is currently only accessible via the web.
| Use the Show latest revision only filtering option to hide old revisions from the log. |
Activity Log
The Activity Log tab displays a timeline of activity related to the document such as the email activity.
To see the Activity Log tab, a user must have the Mailbox - General Permissions permission.
The Activity Log is currently only accessible via the web.
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