To assign a submittal to a subcontractor:
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click > Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. You cannot make changes to the Action form when you are on this step.
- You can add notes for the next step, but you cannot view previous notes.
- If you want to revisit notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
- Review the record and determine the appropriate course of action.
- In Workflow Actions select the workflow action to take. In this case, your selection is Submit.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task on the Review step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Home page under Notifications.
- Click Send to route the record to the Preparation of Submittal step. Unifier displays a message stating that the record has been submitted successfully.