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Change the Action Required By on a Submittal

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Objective

To change the Action Required By (ARB) person on a submittal using the project's Submittals tool.

Background

When you first send out a submittal for approval, the members of the first group in a submittal workflow are automatically assigned the 'Action Required By' responsibility. When all required members of that group submit a response (for example, Approved, Approved as Noted and so on.), the 'Action Required By' designation proceeds to the next group of approvers in the submittal workflow's sequence. The designation changes in sequential order until all required submitter(s) and approver(s) have submitted their response. 

If an approver or submitter in a submittal's workflow needs to change a response that they already sent (or that was input on their behalf), a user with 'Admin' level permissions on the project's Submittals tool needs to first move the Action Required By back to the approver or submitter.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Submittals tool.
  • Additional Information:
    • Submittals must be in 'Draft' or 'Open' status in order to change the Action Required By (ARB).

Steps

  1. Navigate to the project's Submittals tool.
  2. Click View next to the submittal you want to change the Action Required By (ARB) for in the Items list.
  3. In the 'Submittal Workflow' table, click Set Action required by at the end of the numbered row above the user's name or group of users' names that you want to make the current ARB.

     

This moves the ARB assignment to the selected user or group of users and updates their response to 'Pending'.