Specification Section Template Business Process

Use the Specification Section Template business process to define lists of Spec Sections that can be selected from within business processes in a project (for example, Request for Information, Submittal Items, and so on). Create multiple Specification Section Template records to allow different projects to use different lists or manage a single Specification Section Template containing a list to be used across all your projects.

Characteristics

This is a Company-level business process without a workflow, provided in the system template.

Record Statuses

Active

non-terminal status

Inactive

non-terminal status

Creating a Specification Section Template Record

Create a Specification Section Template record by navigating to Company Lists and Pickers / Specification Section Template on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.

Complete the Specification Section Template form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to the Company Workspace tab and switch to User mode.
  2. In the left Navigator, select Company Lists and Pickers, and then select Specification Section Template.
  3. On the Specification Section Template page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Submit.

Completing the Specification Section Template

General

Field Name

Access

Description

Title

Editable

Enter a title.

Status

Required

Select a status.

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Record Number

Read-Only

This field displays the record number.

Line Item Count

Read-Only

The number of line items

Record Last Update Date

Read-Only

Date that the record was last updated

Completing the Specifications List tab

Specification Section Details

Details about the Spec Section Item

Field Name

Access

Description

Specification Division and Group

Required

The lowest specification (Tier Code) and description that is selected at the project/shell level, for reference

Tier 1 - Specification Division Reference

Editable

The division reference that is used for grouping reports purposes. Example: 01 - General Requirements

Tier 2 - Specification Group Reference

Editable

The division reference that is used for grouping reports purposes. Example: 01 33 - Submittal Procedures

Tier 3 - Specification Group Reference

Editable

The division reference that is used for grouping reports purposes. Example: 01 33 19 - Field Test Reporting

Tier 4 - Specification Group Reference

Editable

The division reference that is used for grouping reports purposes. Example: 01 33 29.04 - Material Content Form

Tier 5 - Specification Group Reference

Editable

The division reference that is used for grouping reports purposes. Example: 01 33 29.04 XX - XXXXXX

Line Item Status

Editable

Select the line item status. Active is selected by default.

Description

Description of this Specification Section.

Field Name

Access

Description

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Additional Information

The Specification Section Line Item Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Specification Section Line Item UDF PD 1

Disabled

Reserved for future use by your organization

Specification Section Line Item UDF Text 255 1

Disabled

Reserved for future use by your organization


Last Published Monday, April 14, 2025