Create a Related Record

As the responsible party of an existing Submittal, RFI, Issue, or Form, you can select Create Related Record to create a new work item to relate to an existing one.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the tab for the work item type (Submittal, RFI, Issue, Form).
  3. Click the number for the work item you want to work with.
    Note: The number appears in blue text and becomes underlined when you mouse over it.
    The page for that work item appears.
  4. Click the Related button .
  5. Select Create Related Record.
    The Create Related Record window appears.
  6. In the Record Type field, select the type for the new work item.
  7. (Optional) Select the Copy Latest Attachments for New Record check box to copy your attachments.
    Note: Attachments are not enabled for Forms.
  8. Click Continue.
    The new work item window opens.
  9. Fill out the required and optional fields as needed.
    • For Submittal fields, see Submittal Fields for details.
    • For RFI fields, see RFI Fields for details.
    • For Issue fields, see Issue Fields for details.
    • For Forms, select the Category and Template .
  10. Depending on the work item type, do one of the following:
    • For a submittal, click Save to save it as a draft.
      Note: You can edit the submittal to attach files, add comments, and review the submittal before issuing it. Click Issue to issue the Submittal.
    • For an RFI, click Save As Draft to save.
      Note: You can edit the RFI to attach files, add comments, and review the RFI before assigning it. Click Send to send the RFI.
    • For an issue, click Create to create an issue.
    • For a form, select Save to create a Form.
    If you want to remove a related record at any time, click the Remove button to the right of the record you want to unlink.