Submittal Item Registry wizard

The Submittal Registry Wizard allows you to create a list of required submittal items, organized by CSI code, while you review one or more uploaded specification documents.

For more information on submittal items, refer to Submittal Items.

How to . . .

Before using the Submittal Item Registry wizard in a project, complete the following items:

  1. Enter the project's CSI codes in the CSI Codes app. For more information, refer to CSI Codes.

  2. Upload the specification document to the CSI Codes app as an attachment. The Registry wizard will open initially to the first attachment it encounters in the list. Generally speaking, it is advisable to add the specification document as an attachment to the first code in the list.

Once you have set up the CSI codes for a project, you can use the Submittal Item Registry wizard to create the list of anticipated submittal items.

To use the Submittal Item Registry wizard, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the Submittal Items application (Apps > Document Management > Packaged Submittals > Submittal Items).

  3. Click on Registry in the action bar. The Submittal Registry wizard appears with a list of CSI codes and the first PDF encountered in the CSI codes list.

    Note The file name appears above the viewer. You can click on the name to switch to any other file that was uploaded as an attachment in the CSI Codes application.

  4. Click on the chevron icon next to the CSI code where you want to create a submittal registry item. This opens the item grid.

  5. Enter a number and click Insert to add that number of lines to the grid. The CSI Code Description appears in the Subject field. Enter the appropriate information.

  6. Click the Clone icon to copy the values in that line item to a new line. This can be useful when generating a list of items with minimal changes between lines.

  7. Repeat the steps until the registry is complete.

  8. Click Next to advance to the next page. A list of the newly created Submittal Registry items appears and can be edited from this view.

  9. Click Back to return to the CSI codes list.

    Click Save to save your changes.

    Click Request All to request the submittal items from the selected vendors.