Submittals
Submittals stall when nobody can say whose turn it is. Fidrel keeps the submittal log in the project: every shop drawing, product data sheet and sample gets a number and can carry a spec section, reviewer and required-on-site date, and the ball in court moves with each step until the architect responds.
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The log lives in a spreadsheet while the submittals themselves travel by email. By the time the superintendent asks whether the door hardware is approved, the sheet is two weeks behind and the answer is buried in someone’s inbox.
When a package comes back marked Revise and resubmit, the resubmittal often starts a new email thread. The comments that sent it back, the revision count and the first set of documents drift apart, and the reviewer cannot see what changed.
Each submittal gets a number in the project’s own sequence, such as SUB-007, and one of ten types: product data, shop drawings, samples, mockups, certificates, test reports, calculations, O&M manuals, warranties or other. Enter the spec section as your project manual numbers it, for example 08 71 00. The log shows the spec section, the contractor, the ball in court, the revision and the review due date, and a submittal still waiting past its due date is flagged Overdue.
Documents, drawings & models
Ball in court moves by itself: to the named reviewer on submission, back to the contractor when it needs revision. The person whose turn it is gets a notification in Fidrel, the Ball in my court filter shows only the items waiting on you, and your Assigned to me card across projects counts every submittal whose next step is yours.
Step 1
Enter the title, spec section and type, name the responsible contractor and the reviewer, set the required-on-site and review due dates, and attach the documents from the project.
Step 2
Submitting puts the ball in the reviewer’s court. The reviewer returns it Approved, Approved as noted, Revise and resubmit or Rejected, and any response short of Approved needs comments to the contractor.
Step 3
Revise and resubmit or Rejected leads only to a resubmittal. The revision number goes up by one, new documents are attached, and the earlier revisions keep their documents and responses unchanged.
Every status change and comment is written to the submittal’s history. While a submittal is in review, and once it is approved, its title, spec section and type are locked. Attached documents are pinned to the exact stored version and link to the document in the project; at least one is required to submit, except for physical samples and mockups. Drafts are visible only to their author and the project administrators until they are submitted.
Submittal notifications appear in Fidrel only; no email is sent. The log cannot be exported to Excel or PDF yet. Each submittal has one reviewer, with no multi-step review workflow, and the reviewer must be a project member with a Fidrel account. There is no stamp on the submittal’s PDF, no lead-time field, no submittal log generated from the spec book and no link from a submittal to a schedule activity.
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Read moreNamed reviewer or admin; if none, any editor but the sender. The reviewer must be a member of the project with a Fidrel account; there is no review through an emailed link.
The ball goes back to the contractor with the reviewer’s comments. The contractor resubmits with new documents, the revision number goes up by one, and the earlier revision stays in the history as it was.
Yes. Samples and mockups can be submitted without a document, while every other type needs at least one attached document before it can be submitted.
No. The person whose turn it is gets a notification in Fidrel and finds the submittal under Ball in my court. Overdue submittals are flagged in the log, but no email goes out.
Not yet. The log itself has no Excel or PDF export. The project’s documents, at their current revision, can be downloaded from the Export center as a ZIP with a CSV list of the files.
