Build part 2 | Create submittals

In this part, you will create submittal items for each of the three documents you collected in Part 1 for review and approval by your teacher.

Autodesk Online Help resources: About Autodesk Build; Work with Submittals

Learning objectives:

• Create submittal items.
• Review submittals.

Exercises

Create submittal items

1. From Autodesk Build, click Submittals on the left navigation menu (Figure 19, mark 1). Click the Items tab (Figure 19, mark 2) and then click Create Item (Figure 19, mark 3) to open the Create Item form.

2. Create the following three individual Submittal items (Figure 20, marks 1, 2, and 3) with the fields as shown in the table below:

3. Upon creation of each of the Submittal items above, the initial status will be Open-Submitted and your teacher will be notified via email that you have assigned the item to them.
4. As part of the review process, your teacher will be assigning your three Submittal items to a package with a title bearing your name (last, first). Once this is completed, you will be able to quickly locate and track your Submittal items by going to the Packages tab (Figure 21, mark 1) and clicking on the package with your name in the Title column (Figure 21, mark 2).  This will open a window that contains only your Submittal items.

Another method for locating and tracking your Submittal items is to go to the Items tab (Figure 22, mark 1) and sort the list by the Title column header (Figure 22, mark 2) by clicking on it. Since you included your name (last, first) at the start of your Submittal item titles, the Items will group by student.

Stop: Wait for your teacher’s response before moving on to the next step. You will receive an email notification for each of your Submittal items.

Review unapproved and approved submittals

5. Unapproved submittals: If a Submittal item(s) has not been accepted by your teacher, you will be notified via email and the status of the Submittal item will be listed as Required – Waiting for Submission. Review feedback from your teacher as to why the item was not approved.
1. Open the Submittal item by clicking on it in the list (Figure 23, mark 1). If you made an error with the information you entered about the Submittal item, edit the information as needed by hovering over the applicable fields and clicking the pencil icon to edit (Figure 24, mark 1). 

Note: If you made an error with the document you attached for the Submittal item, this will be corrected after you click Submit.

1. 2. Click Submit in the top-left corner of the screen (Figure 25, mark 1), which opens the Submit to manager dialog (Figure 26, mark 1).
   3. If you need to provide a new document to correct your Submittal item, click Attach from – Your Computer (Figure 26, mark 2) and upload the file.
   4. The Manager field (Figure 26, mark 3) should show your teacher’s name. Add any notes if desired, then click Done (Figure 26, mark 4) to put the updated Submittal item back in your teacher’s court. The status of the item will now be Open – Submitted and your teacher will be notified via email.
   5. Repeat previous steps as needed until all your Submittal items are approved by your teacher.

6. Approved submittals: If a Submittal item(s) has been accepted by your teacher, you will receive a notification via email and the final response will be listed as Approved or Approved as noted.

   Open the Package titled by your name to verify.  The Status column should show Closed (Figure 27, mark 1) and the Final response column should show Approved or Approved as noted (Figure 27, mark 2).

7. Once all of your Submittal items have been approved and are listed as Closed, move on to Part 3.