Search only in titles

---

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