Submittal Review Cycle

The three-folder workflow for submitting, reviewing, and revising shop drawings.

Related Documents: Approvals Process PE Release Preparation Folder Structure

Overview

Completed shop drawings follow a three-folder workflow under 03_OUTGOING_Submittals/[PROJ.JOB_ScopeDescription]/:

03_OUTGOING_Submittals/
  PROJ.JOB_ScopeDescription/
    00_Internal_Review/    ← Engineer places drawings here for QA
    01_Outgoing/           ← Clean PDFs sent to client
    02_Returned/           ← Architect markups returned for FE review

Step-by-Step

1. Internal Review

Place completed shop drawings in 00_Internal_Review/.
Submit a PA Approval request via the Teams Approvals app, attaching a Box link to the internal review PDF.
The PM reviews first, then the PA. Both add Bluebeam comments to the PDF.

2. Revise if Denied

If denied at either stage:

Pick up all Bluebeam comments from both PM and PA.
Revise the drawings.
Submit a new approval request (do not reuse the denied request).

3. Outgoing

After approval:

The PM exports a clean (comment-free) PDF copy to 01_Outgoing/.
The PM submits the drawing package to the client/architect.

4. Returned

When the architect returns marked-up drawings:

The PM places them in 02_Returned/.
The FE reviews all redlines and incorporates changes.
If changes are required, the cycle repeats (revised drawings go back to 00_Internal_Review/).

Submittal Status Tracking

Track submittal progress in the Epicor Production Report. Update the “Submittal” status field as the submittal progresses:

Internal Review
Submitted
Approved / Resubmitted

Key Principles

Never skip internal review. All drawings go through PA approval before client submission.
Keep folders clean. Only the current version of a drawing should be in each folder.
Pick up all comments. Both PM and PA comments must be addressed — not just the PA’s.
Track status in Epicor. The Production Report is the system of record for submittal progress.