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The following table summarizes the actions that you can take on a drawing or submittal package. The current package state and your security role determine which actions are available to you at any given moment.
While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".
| From a package, you can… | Preconditions | New state |
|---|---|---|
|
Submit Submit a new package for acceptance |
(none) |
Submitted |
|
Start Review Start reviewing a package |
At least one drawing or submittal must be present in the package There must be a review process defined The managing company and managing contact must be specified (Main page, Parties section) |
In Review |
|
Complete Complete the package |
A Change Status On Completion state must be specified for each document in the package If a review process has been defined, all reviewers must have finished their steps |
Completed |