Reviewing a submittal means recording your response on the submitted documents. The response, and the stamp or file you record it with, become part of the project record, so the response you select should reflect your determination.
This article covers reviewing as an internal RedTeam Flex user. External reviewers, such as architects and engineers, review in the RedTeam Portal.
Who can do this
Access level required: Manager. Stamping submittals and annotating submittal documents are both Manager-level actions.
Applies to: GC internal users assigned to a review step on the item.
Not available to: Viewer and Coordinator access levels.
Prerequisite: the item is in Pending review and your review step is active.
Response options
Your company sets the list of responses and their wording. What matters is the kind of response you choose:
Kind of response | When to use it | What happens to the item |
Approve (for example, Approved As Submitted or Approved As Noted) | The submittal meets requirements, with or without minor notes. | The workflow advances. |
Reject (for example, Rejected As Noted, Revise and Resubmit, or Not Required) | The submittal must be revised and resubmitted, or isn't required. | Moves to Pending submittal manager action. |
Review with a stamp
Step 1: Open the project, click the Submittals tab and open the item that is in Pending review and assigned to you.
Step 2: On your review step, click Actions > Review. You must be an assigned reviewer on the step.
Note: The Review button in the log's Status column also opens the document with the stamp, without opening the item first.
Step 3: The document opens. Click Add Stamp, then select your response.
Step 4: Add a reason if you want one, and edit the disclaimer or stamp color if needed. The preview on the right shows the stamp as it will appear. Click Apply, then place the stamp on the page.
Step 5: Annotate the document if you need to, then click Finish review. Use Edit Stamp first if you need to change it.
Review with a revised file
If your markups are already in a PDF, you can respond with that file instead: on your review step, click Actions > Review with revised file. Your file becomes the current document and the one it replaces is kept as Superseded. For the full steps, see RedTeam Flex - New Submittals: Review with a Revised File.
What happens next
Your response is recorded and the workflow advances.
If other reviewers are assigned to the step, the item stays in Pending review until all of them have responded.
When all required reviews are complete, a Review complete notification is sent to the submittal manager and the item moves to the Official Response and Distribution step.
If you chose a rejecting response, the item moves to Pending submittal manager action and a Submittal rejection notification is sent to the submittal manager. See RedTeam Flex - New Submittals: Rejection and Revision Handling.
Things to know
Reviewers can't add other reviewers. To add another person from your firm to a review step, contact the submittal manager.
Your name and company appear on the stamp automatically. Company logos on stamps aren't available.
Comments are visible to everyone on the item, internal and external, unless they are marked Company Confidential. See RedTeam Flex - New Submittals: Item Comments and History.
A submittal manager can advance an item past your step with Move to next workflow step. The reason is recorded on the item.
A missing reviewer or due date blocks the item. If the active review step has no assigned reviewer, all assigned reviewers become inactive, or the step has no due date, the item becomes Blocked and the court moves to the submittal manager.