Announcements

Welcome to Forma for Construction Ideas! View the Forma for Construction Product Roadmap here. Top-voted ideas may be considered for future development. Learn more about the feedback process here.

cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

“Step back” in SUBMITTALS should allow for editing of the review step and not erase review responses

“Step back” in SUBMITTALS should allow for editing of the review step and not erase review responses

When a SUBMITTAL is reviewed and submitted for review, there is the option to “Step back” the SUBMITTAL.  Once the SUBMITTAL is stepped back, the “Response/action”, “Attachments” and “Comment” information completed by the reviewer is erased.

 

It would be useful to, once the option to “Step back” is selected, be able to edit all information such as responses, attachments and comments made by the reviewer as opposed to erasing all review information.  This will also allow the reviewer to go back and make any changes to their review responses.

5 Comments
rosscGC9R2
Enthusiast

I agree.  The loss of review response, comments, and attachments when using the step-back option is very frustrating.  Especially in cases where the Reviewer(s) must only make minor changes to their responses.

Renata_Rogic01
Advocate

YES! I wanted to open this idea! Current system causes deletion of statuses and comments. Why? We have 4 reviewers in one step. If we step back all 4 statuses are gone. Who created this setup and why? We actually needed only one reviewer to update their status. Can you please fix this? Allow reviewers to update their status. They often make mistakes and add incorrect comments. Because of one wrong status everyone in that step have to add their status again. This causing great huge waste of time on our project. It is the same for RFIs and I will open new idea for this. When we return RFI from status ´answered´ to status ´´in review´, all previous responses are gone. Again waste of time. Please setup RFIs like to the Procore where responders in RFIs can add multiple answers and everything is sorted chronologically. You can just copy what Procore did, it should not be that difficult. 

krause_a22ECH
Explorer

I would add that we should be able to manage who received notifications when stepping back!  In many cases submittals not all reviewers assigned need to re-review and therefore should not receive another action required notification.  I would also like the option to step back to review step but to new reviewers (again, not requiring any of the previous reviews to be deleted, edited, or notifications to be sent).  SOmetimes a reviewer is needed and was not previsouly added to that step.  Once the submittal reached "reviewed" status, there is no way to add additional reviewer w/o stepping back.

pavithran_valappil
Contributor

We should have an option to send back rejected submissions with comments to either a step back or to originator with all markups in the attachments and all status assigned till the rejected step.

cyorkXQ8PU
Explorer

This still hasn't been addressed? You should be able to maintain response comments for both Submittals and RFIs without losing data. Sometimes you just need further clarification, not a complete rework. 

 

You still can't add attachments when doing a step back, so you can't even preserve the responses in any way. 

Can't find what you're looking for? Ask the community or share your knowledge.

Submit Idea