What is a Digital Submittal?
A digital submittal is a newfangled way of doing an old-fashioned thing: submitting final inspection data to the end customer.
In Pioneer, you can send data to the owner, request acceptance, get notified of acceptance, transfer that data, and download reports, all without a single piece of removable media.
Summary Video
Creating a Digital Submittal
Select any data set in Pioneer you want to submit. That can be a single "Project," but doesn't have to be. It can be multiple projects or part of a project.
Typically, if you are using AutoCode, you would want to filter for work that is "AutoCode Complete"
Use the tick boxes to select individual inspections, or just move to the next step to submit everything filtered on the page.
Tap the "Digital Submittal" share icon in the center of the page
Submittal Name and Recipients
Enter a name for the submittal that you want your recipients to see. This does not need to match the originating project name
Select recipients. You can either:
Select from a dropdown of existing users with access to your account - this includes previously invited "view" users
Type any email address of anyone you need to submit to. Press Enter after each. Note: these approvers need not be existing Pioneer users. They will be invited to sign up.
User Receives Submittal Review Email
Every approver will get an email notifying them of the request.
Approver Creates a Login if Needed
If the approver is not already a Pioneer user, they are taken through the sign up / login flow.
Submittals Page
The Submittals page has two tabs or sections
Submittals that need your approval
Submittals you created
You can find it here: https://pioneer.sewerai.com/dashboard/submittals
Review and Accept
Approvers can use the "magnifying glass" icon to drill into individual inspections on the set
They can make "Review Tasks" as desired
When they are ready, any approver can click the big Thumbs Up "Accept" button
Accept and Copy Into Approver's Account
The approver is now prompted to save a copy of the data into their own account
Provide a new Project name - this is so the end user can organize the data however they prefer
Once "Accept" is clicked, a copy is saved on the recipient's account
Note: only 1 accepter has to approve, not all of them
Inspections are Stored on the Accepter's Account
Important note: a copy is made of the inspections, such that each party (the submitting organization and the recipient organization) has ownership of a unique copy for their alteration or download.
We do store a record of the connection between the original and the copied inspection, but making a change - e.g. deleting an observation - after the moment of acceptance, does not affect the other party's data. Just like if I were to lose a flash drive or update a database AFTER handing off a traditional submittal. If either party were to leave Pioneer, the other is not affected.
Accepted Inspections are Visible in the Pioneer Main Dashboard
Accepted inspections are now saved with whatever the accepted provided and stored in the account.
Parties are Notified via Email
The Submittal initiator, other Admins, and invited accepters all get an email notification that the submittal was accepted.
