Complete a Review

Perform the following steps to complete a review of a Project Center item on Info Exchange. In this example, we’ll review the workflow for a submittal that is sent to you through Info Exchange for review.

To complete a review of a Project Center item on Info Exchange

1.     You receive an email indicating you have been sent an item for review. The email notification contains a link to log into the Info Exchange web site to complete the review and respond to the sender, as shown here:

2.     After clicking the link in the email message,Click here to download associated files seen in the image above,, you are prompted to log into Info Exchange. After completing the login, you will be brought directly to the item you are responsible for reviewing.

3.     You can review the information about the item in the Submittal action page:

4.     If there were files sent with the item to review, you can view and download the files by clicking the Files tab and then Download All Contents. Once you have completed the review of the files, click Send Response to respond to the review.

5.     If the Submittal was sent to a Project Center user, the next step in the process is the receipt of the submittal transfer using Project Center. At that time, further action can be taken on the Submittal, such as a forward for review; or the item can be closed.

From Info Exchange:

From the Send Submittal Response page, the ID, Subject and To fields default with the information that was sent out with the review. Complete the additional fields such as adding information about the response and attach any files to send along with the response. There may be some additional fields to complete, depending on what you are reviewing. For example, in this submittal response, an Action is required. You can also select to have reminders sent to yourself and/or the person you are sending the response to if the file has not been downloaded.

6.     After completing the necessary fields, scroll down and click Send Response:

7.     After the item is sent, it appears in the Pending Items category. The item will stay in Pending Items until the recipient receives your response and downloads any associated files.

8.     Once the recipient has received your response, the item moves to the Completed category.

9.     Once the item is marked as closed, the details populate the Closed column.
All items received for review and responded to are listed in the Completed Items category in your Action page. Notice the submittal that was received and responded to - the action is recorded in one of the columns - Response or Closed, along with the status, date, and team member that completed the action.

Use the filter tools to sort the values to locate your action.