Manage the Submittal Workflow on Mobile

5 minutes
11 months ago

Use Newforma Konekt Mobile to forward submittals that have been logged from the web platform or transfered from Procore and move them through the workflow.

The following workflow actions are available depending on the status of the submittal and your role in the project. Not all steps have to be used.

You can also edit a logged submittal to update information, view workflow activities, and download attachments (see Edit a Logged Submittal on Mobile).

Receive a pending incoming submittal from Procore

You can receive a submittal that has been sent to you from Procore so that it can be reviewed by others.

  1.  Open the Newforma Konekt app on you mobile device and then select the desired method to sign in. The application will display in English or French, depending on the system language you set in your device.
  2. Then, select a hub and a project.
  3. Tap the Submittal_Icon_Default_Mobile.svg icon at the bottom of the screen to access the submittal list.
  4. From the pending submittal list, find the submittal that needs to be received.
    You can use the filter and sort options to find your submittal more easily. You can also search for submittals using the search bar.
  5. Tap the submittal to open it and then tap Receive at the bottom of the screen. You can also tap the three dots at the top right > Receive.
  6. From the Receive submittal form, modify the information and add attachments as needed.
  7. When you’re done, tap Receive submittal. Once the item has been received, the status changes to Open and your team can complete their standard workflow.

Forward a submittal for review

You can forward a submittal to other project team members. Several people may need to respond to a submittal before an official response can be provided.

  1. From the open or forwarded submittal list, find the submittal you want to forward for review.
  2. Tap the submittal to open it and then tap Forward at the bottom of the screen. You can also tap the three dots at the top right > Forward.
  3. From the Forward submittal form, select the review due date, the purpose, and the user(s) to forward the submittal to. You can also select other project team members to forward the submittal to in the CC field.
  4. If you have any remarks, enter them in the Remarks field.
  5. To attach pictures or files to the submittal, tap Add attachment. You can take a picture or select a picture or file.
  6. When you’re done, tap Forward submittal. The submittal will be moved to forwarded submittal list.

When a submittal has been reviewed by all forwarded parties, a green check RFI_Checkmark.svg will appear in front of the subject of the submittal in the open submittal list.

Submit a review response for a submittal

You can submit a review response to a submittal that has been forwarded for review.

  1. From the forwarded submittal list, find the submittal you want to respond to. If you have a Reviewer role, you will only see the submittals that have been forwarded to you.
  2. Tap the submittal to open it and then tap Submit response at the bottom of the screen. You can also tap the three dots at the top right > Submit response.
  3. From the Submit response form, select a response, and select the user(s) to notify. You can also select other project team members to notify in the CC field.
  4. If you have any remarks, enter them in the Remarks field.
  5. To attach pictures or files to the submittal, tap Add attachment. You can take a picture or select a picture or file.
  6. When you’re done, tap Submit response.

Submit an official response for a submittal

You submit an official response to a submittal for which your responsible. A submittal is automatically closed when you respond to the submittal’s author.

  1. From the open or forwarded submittal list, find the submittal you want to respond to.
  2. Tap the submittal to open it and then tap Submit response at the bottom of the screen > Submit official response. You can also tap the three dots at the top right > Submit official response.
  3. From the form that opens, select a response, and select the user(s) to notify. You can also enter one or more email addresses to inform other contacts.
  4. If you have any remarks, enter them in the Remarks field.
  5. To attach pictures or files to the submittal, tap Add attachment. You can take a picture or select a picture or file.
  6. When you’re done, tap Submit official response.

Close a submittal manually

You can close a submittal by submitting an official response or by closing it manually. To do this, proceed as follows:

  1. From the open or forwarded submittal list, find the submittal you want to close.
  2. Tap the submittal to open it and then tap the three dots at the top right > Close.
  3. From the Close submittal form, select a purpose.
  4. If you have any remarks, enter them in the Remarks field.
  5. To attach pictures or files to the submittal, tap Add attachment. You can take a picture or select a picture or file.
  6. When you’re done, tap Close submittal.

Delete a submittal (project admins only)

As a project admin, you can delete a submittal.

  1. Find the submittal you want to delete.
  2. Tap the submittal to open it and then tap the three dots at the top right> Delete.
  3. Tap Delete to confirm the deletion.