PURPOSE
To establish a consistent process for creating, internally reviewing, submitting, and tracking shop drawing submittals — from initial Rev0 creation through client approval — ensuring clear handoffs between Drafting, PM, and Head of Drafting/Engineering, and accurate status tracking on the Submittals Grid and Drafting Workflow board.
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RESPONSIBILITY
Drafter
- Creates the submittal at Rev0 once the shop drawing is ready for internal review.
- Posts to the WO's Teams thread to notify Internal Shop Drawing Review that a drawing is ready for review.
- On returned drawings, updates the "Internal Status" custom field (Revisions in Progress, Ready to Resubmit, or On Hold Pending RFI).
- Marks the labor item complete upon approval and notifies the thread.
PM (Project Manager)
- Submits the drawing to the client once both internal reviews (PM + Head of Drafting) are complete.
- Changes submittal status upon return from client and notifies the drafter that the drawing is ready for redlines.
- Marks the submittal Approved upon client approval and notifies the thread.
- Tracks the "Pending" status view on the Submittals Grid, alongside Head of Drafting, to see which items are ready for internal review.
Head of Drafting/Engineering
- Completes the internal Shop Drawing Review (SDR) process alongside the PM.
- Tracks all submittal statuses and follows up on outstanding items.
- Moves work orders through the Drafting Workflow board to reflect overall status.
- Confirms the pre-stockbilling checklist is completed at the Submitted for RFC stage, alongside the PM.
PROCEDURE