Submittals - Two Contractors

[MO_MAGDYP6DBN]

In the design phase of a project, there is typically one Lead Design Consultant (LDC) responsible for a large area, and the Reviews tool in Docs is used to manage reviews. During the construction phase, however, this area may be divided into multiple scopes of work. Each scope can have a different contractor and a dedicated supervision consultant, each operating under a separate contract.

When using the Submittals module in this scenario, a key challenge arises: contractors may accidentally submit submittals to the wrong supervision consultant (i.e., to a Submittal Manager who is not responsible for their contract scope). There should be a mechanism to restrict submission workflows so that each contractor can send submittals only to their assigned supervision team.

Additionally, once a submittal is closed, its visibility should be limited to the contractor who originally submitted it, rather than being visible to other contractors. The system should support clear differentiation and access control between contractors working under different contracts within the same project.

[anna_wahlsten]

Yes, this is the exact issue we are having, we have created review templates for each contractor, however they keep accidentally using the each other's workflows, meaning the submittals go to the wrong people and we have had to add a manual daily check for this daily. There is also no way to check which template has been used once submitted used, we need to 'guess' based on the list of watchers and reviewers we've set up for each. We need to be able to choose which templates are visible to which users to improve the workflow and reduce manual work and mistakes.