SI Editor Tools Menu - Check Submittal

This command can be executed from the SI Editor's Tools menu and Right-Click menu.

This command is available when the cursor is placed between Submittal SUB tags within the Section Submittal Article or text. This functionality enables automatic cross-referencing of the Submittal Item between the ones in the Submittal ArticleAn Article within Part 1 that contains a list of the Submittals Descriptions along with the Submittal Items as used in the section text and those within the text (outside of the Submittal Article).

This feature should only be used with Submittal Items, not Submittal Descriptions (SD-01 through SD-11). Submittal Checking is not available for checking a Submittal Item within Tables.

Check Submittals In The Submittal Article

Using the 'Check Submittal' feature on a Submittal Item in the Submittal Article enables the system to verify whether the Submittal Item is found in the Section text (outside of the Submittal Article). It also identifies differences between the Submittal Item found in the text and the one listed in the Submittal Article (e.g., Receipts vs. Receipt). When this occurs, the Submittal Item must be added to the Section text and surrounded by a set of SUB tags or removed from the Submittal Article. In cases where the Submittal Item differs (e.g., Receipts vs. Receipt), ensure the Submittal Item is identical in both locations.

Check Submittals In The Section Text

Using the 'Check Submittal' for a Submittal Item within the text (outside the Submittal Article) will identify if a Submittal Item is missing from the Submittal Article, and offer to add it. If you choose Yes, the Submittal Wizard will open to guide you through adding the Submittal Item to the Submittal Article. Selecting No indicates the Submittal requirement is no longer needed. This can be achieved by removing the SUB tags or deleting the Submittal Item and its associated text (e.g., Subpart or sentence). To remove the Submittal tags, place the cursor between the SUB tags, press Ctrl+M, and choose Yes when prompted to Remove Tags.

Using this Feature

To Check the Submittal Item From Within the Section Text:

In the Section text, locate a Submittal Item and place the cursor between the SUB tags
Right-click and choose Check Submittal or Tools > Check Submittal
If the Submittal Item matches the one in the Submittal Article, no further action is required

to Check For A Different or Missing Submittal Item:

In the Section text, place the cursor between the SUB tags
Right-click and choose Check Submittal or Tools > Check Submittal
When the Submittal Item Not Found message opens, select Yes
In the Submittal Wizard, locate the Show submittals from this Submittal list
Select the drop-down arrow and choose This Section from the list to verify if the Submittal may be listed in singular or plural form
Below Submittal Description, choose the appropriate Submittal Description from the list
Below Approval, choose a Classification Code and Reviewer, if required
Select OK