Approval of submittals / document

BETA version - please provide feedback to the CxPlanner team



Within the files module, you can activate "Approval of submittals" in any folder. The approval is designed for submittals but can be used for any file type, e.g., approval of design drawings, O&M manuals, etc.

Only users with the project role of 'Admin' or 'Manager' can change the approval status.

Go to the folder structure

To access the editing area navigate into the folder structure:

Activate approval for folders

Enable the column showing the approval checkbox.
Column is now shown.
Tick on/off for the folders where you need the approval.

Approve / Reject the documents

A new column called "Approval" is now visible in the files module for each file.
Users with the project role as 'Admin' or 'Manager' can now change the approval status by clicking on it.
You can also right-click on the file and select "Review file" if you want to add comments directly in the file.

Re-uploading rejected documents

If you 'Reject' a document and the contractor re-uploads a new version, the new version will have the status as 'None'.

Updated on: 08/07/2024