Transmittals Business Process
Purpose
Record transmittals and track their associated line items in a project. The Transmittals log stores transmittals and their status.
Characteristics
This is a document type, Project level business process with a workflow and line items. It is available in both the Owner and General Contractor templates.
Groups associated with this business process
- Creation: Project Coordinators
- Review: Project Manager. All Project Users can be copied.
- Revision: Project Coordinators. All Project Users can be copied.
- Acknowledge Receipt: All Project Users. All Project Users can be copied.
Record Statuses
- Pending: non-terminal status
- Sent: non-terminal status
- Canceled: terminal status
- Acknowledged: terminal status
In This Section
Transmittals Business Process Workflow
Creating a Transmittals Record
Revising a Transmittals Record
Acknowledge a Transmittals Record
Viewing a Closed Transmittals Record
Last Published Monday, August 28, 2023