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
| Status | Resulting State |
|---|---|
| Active | non-terminal |
| Inactive | non-terminal |
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, select Save to create a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.
Note:
You must enter a value in all required fields (*) before you can save the form.- Go to the Company Workspace tab, and switch to User mode.
- In the left Navigator, select Company Lists and Pickers, and then select Specification Section Template.
- On the Specification Section Template page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select 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 | Enter detailed information. The field size can be expanded. |