Approve or Reject a Submittal

The stakeholder, typically the architect, assigned to approve a submittal, has the ability to accept, decline, or request a revision for a submittal once it has been forwarded to them after their review and adding their response.  

Roles and permissions:
Only users with 'Approve', 'Reject', or 'Manage' permission can accept the submittal and send it to the next step.

To review and approve a submittal

• Login to your project management console
• Click the notification to open the submittal
• Alternatively:
  • Ensure that you are in the management console of the project
  • Click the app launcher  , select 'Documents'
  • Click 'Submittals' on the top, then select 'Boards' on the left

The ' All Submittals' screen shows the project submittals under different stages. The items that are awaiting your response are indicated with the tag 'You' in blue.

• Click on a submittal card to open it.
• Review the details and submittal request description.
• Click the 'Request & Response' tab and assess the request and the responses. 

Note: If the Submittal requires contribution from a stakeholder not included in the Linarc's project directory, you can email the PDF version of the submittal to get their response. Once the response is received, you can incorporate it into the submittal and proceed with your acton. See to Email a Submittal to External Stakeholders learn more.

You can review the submittal response description, photos, files, or plan sheet attachments and perform the following actions:

• Add an Approval Response to a submittal
• Add comments to a submittal
• Approve or Reject a submittal
• Send Submittal for Revision

Add an Approval Response to a submittal

The approver can add an official response or approve the submittal if it meets the requirements of the submittal request. The response by the approver at this step is optional, and it is recorded as a response at the approval stage.

• Click inside the 'Response' text box at the bottom and add your response.
• Use the tools on the top to format your text and add emojis, insert hyperlinks, tables, etc.

Add supporting attachments

• Click the button the top right to add attachments like photos, images, and/or other document files to your response:

• Drag and drop the file to the lower pane
• Alternatively,
  • Click 'Browse'
  • Navigate to the required image file and open
  • Repeat the process to add more images or document

Linked Items - Specify the plan drawings, schedule items, budget items and/or project documents like RFI, submittals, punchlists, etc., that are related to your response. Once added, they will be shown as links on this submittal. Viewers can click the link to access the linked item (Optional)

To add links to other project documents

• Click '+Link item' to attach links to items like Submittals, RFIs, plan sheets, plan markups, scheduled tasks, punchlist items, etc., to the submittal request
• Choose the type of the item from the drop-down at the top

• Select the item to link
• Click 'Add'
• Repeat the process to link more items as required

Notes on Plan drawings and plan markups:

You can link plan drawings with or without markups, or already existing markups to the submittal. The linked plan drawings are also added as image attachments to your response automatically.

Plan drawings with or without markups:

• Choose 'Plans' in the link items drop-down menu
• The plan drawings added for the project are shown:

• To add a plan sheet, select the plan you want to use by clicking the check box on its left and click the 'Add' button
• To create a new markup to illustrate your submittal entry, click 'Add markup' on the left. See Markups for guidance on creating different types of markups on the plan drawing.
• Enter a name for the markup and click 'Ok' to add the newly created markup.
• Repeat the process to add more plan drawings.

Plan markups

• Choose 'Plan Markups' in the link items drop-down menu
• The list of plan markups added to various plan drawings for the project is shown
• Select the markup and click the 'Add button'
• Repeat the process to add more markups
• Once you are done with the attachments and links, your response is saved.

Stamps - If your company has enabled submittal stamping, you can electronically affix a stamp on the submittal, providing a formal endorsement of your approval.  See Add Submittal Stamp to learn more.

Add Comments to the Submittal

The participants with comment access to the submittal module can add their comments to a submittal. The comments pane on the right of the 'Submittal' tab shows the comments added by the participants in chronological order.

• Enter your comment in the text box that

• Click 'Save' to share your comments with the other participants.
  • Click the 'Pencil' icon at the right to edit the comment.
  • Click the 'Delete' icon to delete the comment.

Approve or Reject a Submittal

You can use the buttons on the top right to perform the respective actions to give your decision on the submittal.

• Approve - Accept the response and close the submittal in the next step
• Reject - Decline the response and close the submittal
• Delete- Delete the submittal from the Linarc submittal module

Send Submittal for Revision

You can instruct the responder to revise and resubmit the submittal by adding a revision note as your response, as mentioned above.

• Enter your revision notes as explained above.
• Click the 'Revise' button on the top right to request a new response or updated response for the submittal. 

Tip:
You can chat with the team members and the participants of the submittals at any stage. Click the button on the top right. See Chat and Collaborate for more guidance.