Submittals - CMiC Field Security
The following security settings are located on the Security Roles - CMiC Field screen.
Name of item | Assigning this item to your Security Role means you can... | |
---|---|---|
Programs | Submittal | Open the Submittals screen. |
Menu Items | Submittals | View the Submittals screen in the Treeview menu. |
Privileges | Submittal – Make Record Public | Use the 'Public Record' checkbox on both the Batch Edits screen and Submittal Detail tab of the Submittals screen. |
The following privileges are located in the Submittal section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the Project Roles - CMiC Field screen.
Checkbox | Check this box to... | Recommended for... |
---|---|---|
View All | View all submittal records. Without this privilege users can only see submittals where they are assigned as a reviewer or CC. | |
Create All | Create new submittal records. | Subcontractors, Architects, Project Managers |
Update All | Edit submittal records. | Subcontractors, Architects, Project Managers |
Delete All | Delete submittal records. |
The following privilege is located in the Maintenance section on the Project Roles - CMiC Field screen.
Checkbox | Check this box to... | Recommended for... |
---|---|---|
Maintain Submittals Spec Section LOV | Add new values to the Spec Section field on the Submittals screen. | Project Managers |
The following privileges are located in the Other section on the Project Roles - CMiC Field screen.
Checkbox | Check this box to... | Recommended for... |
---|---|---|
Update Submittals from Bid Item screen | Use the [Update Submittals] button in the main toolbar of the Bid Items screen. | |
Delete/Remove multiple Submittals in Submittal Package | Allow only one instance of a submittal record in a submittal package. | |
Link Collaboration Users to Full Submittal Program |
Include a link to the standard Submittal screen in IO Emails sent to collaboration (external) users. |
Subcontractors, Architects, Project Managers |
Allow Collaborators to edit Submittal History | Allow Collaborate users to use the [Edit History] button on the Submittals screen. |
The following privileges are located in the Reviewers Table section on the Project Roles - CMiC Field screen.
Checkbox | Check this box to... | Recommended for... |
---|---|---|
Hide Reviewer Section – Submittals | Hide the Reviewers section in the Submittals screen. |