A request to vendor is an official inquiry sent to a vendor that requests documents related to a job. These documents may be contracts, manuals, drawings, etc., and must first be created in the system as deliverable items. These deliverables/submittals are then sent as a request to the vendor. Once the requested documents have been received, you may upload a copy to RedTeam and send a transmittal to customer.
1. Review Submittal Items
Once you have received files from your Vendors, the submittal items will be located under the fourth heading: 04-RECEIVED. They will remain in this section until you mark them as Reviewed.
The review process allows you to review, markup, and re-upload the files you have received from the Vendor before transmitting them for review and approval by your architect, engineer, or owner. If no markups or stamps are required, you do not have to upload a file. You can simply mark the file(s) as Reviewed and they will move to the next section in the Workflow.
Steps:
From the Project's home menu, click "Project Submittals".
OR select the Submittals tab on the far right of the project screen.
Click the heading, 04-RECEIVED, to expand the list and display the Received Submittal items.
Click the tool icon for the submittal item you want to review.
Click "Select from Received".
You will see the file(s) received from the Vendor, you can click the box to select from these files and click "Add to Review".
If there are submittals you have not yet reviewed, uncheck the checkbox next to the items that are pending review.
Click "Save".
2. Edit a Request to Vendor
A request to vendor is an official inquiry sent to a vendor that requests documents related to a job. After the request has been created in RedTeam and before it is committed, you may make changes to the request. Once committed, the request cannot be changes unless uncommitted.
Steps:
Locate the request in the list of requests to vendor.
Click the tools icon.
Click "Edit".
Make any changes to the request.
Click "Save".
3. Commit a Request to Vendor
A request to vendor is an official inquiry sent to a vendor that requests documents related to a job. A request to vendor cannot be created without first creating and commiting submittal items to be included in the request. Once these submittals have been created, reviewed, approved, and committed, the request to vendor is created. Review your request and verify that all the information included is correct, then commit.
Steps:
Click "Manage".
Select "Request for Submittals".
Locate the request in the list of requests to vendor.
Click the tools icon.
Click "Commit".
