Completing a Drawing/Submittal Package

When a package has finished its review process, it is returned to the managing contact or someone with equivalent authority. He or she then reviews all the reviewers' recommendations and then sets a final state for each drawing / submittal document in the package:

Completing a package also sets its state to Complete, regardless of the recommendations for each document in the package.

If the managing contact completes a package containing rejected documents, Proliance automatically creates a new revision of the package containing revisions of the rejected documents in Draft state. For more information, see "Creating a Drawing/Submittal Package Revision".

If the managing contact rejects all the documents in the package and then completes the package, that package is considered "rejected" and the Rejection Date is automatically added to the More Details section of the Main page.

Open the appropriate register for the type of package that you are creating.
Select the package to complete.
Click the Drawings/Submittals page and review the recommendations.

Comments returned from the reviewers may be important, especially when the reviewer has recommended rejection.

Click Edit.
Under Change Status on Completion, select a final workflow state for each item. Each drawing/submittal may have a different list of states from which to choose. Each list contains all the document's states (including the custom states) that were created from an Accepted, Rejected or Cancelled state type.

— or —

Click Options > Set all items to <state name>. The state that you can choose from is one that is shared among all of the drawings/submittals in the package. If there are no common states, this list will be empty and you will need to set the Change Status on Completion field for each row separately.

Click Complete.

Proliance updates the state of all the items and sets the package state to Complete.