Creating a Submittal Revision Sequencer

You can either manually create the A-Z and the 001-999 revision sequencers or import the data using a CSV file. If you are using the Import option, ensure that the file you create matches the data documented in steps 4 to 9.

To manually create the A-Z revision sequencer:

Navigate to the All Projects tab in User mode.
Expand the Project Master Data node and select Submittal Revision Sequencer. The Submittal Revision Sequencer log opens.
From the BP log page, click Create. A new Submittal Revision Sequencer form opens.
In the Title field, enter A - Z.
In the Status drop-down menu, select Active.
Click Grid.
In the Rev# field, enter the alphabets from A to Z.
In the Sequence# field, enter numbers from 1 to 26.
In the Short Description field, enter numbers from 001 to. 026. This is a required field.
Click Save to save the Item log.
To save the record, click either:
- Finish Editing to save the form in read-only mode. You can return the record to edit mode by clicking Edit on the record toolbar.
- Save to leave the form in edit mode.

To manually create the 001-999 revision sequencer:

Navigate to the All Projects tab in User mode.
Expand the Project Master Data node and select Submittal Revision Sequencer. The Submittal Revision Sequencer log opens.
In the toolbar click New. A new Submittal Revision Sequencer form opens.
In the Title field, enter 001-999.
In the Status drop-down menu, select Active.
Click Grid.
In the Rev# field, enter the numbers from 001 to 999.
In the Sequence# field, enter numbers from 1 to 999.
In the Short Description field, enter numbers from 001 to. 999. This is a required field.
Click Save to save Item log.
To save the record, click either:
- Finish Editing to save the form in read-only mode. You can return the record to edit mode by clicking Edit on the record toolbar.
- Save to leave the form in edit mode.

See Also