Release of Superset Submittal Suite

Superset’s Submittal Management Suite streamlines submittal management and fosters collaboration among owners, service providers, and stakeholders. The suite enables planning, review, and tracking of deliverables through robust workflow customization, intuitive administration, automation, and advanced reporting features.

As a foundation of effective document management, the Submittal Management Suite delivers automated document tracking and enforcement of contractual standards throughout the project. The suite equips project stakeholders with tools for strategic planning, streamlined administration, review oversight, and proactive notifications —driving efficiency and compliance at each step.


Submittal Packages. Submittal packages serve as a logical framework for structuring submittal items, project deliverables, and associated documents. Packages enable the grouping of related submittal items—such as design drawings, product data sheets, material samples, specifications, and supporting documents—into cohesive units for efficient submission, review, approval, and tracking. The app supports comprehensive management and oversight of package completion, incorporating key workflows and reviewer specifications that guide the submittal items.

Submittal Items. Submittal items encompass individual documents, samples, or data provided by contractors or subcontractors for evaluation and approval by architects, engineers, or project owners. These items have a parent-child relationship with Submittal Packages and support the development of detailed submittal schedules and forecast reports. Management and reporting capabilities feature automated workflows, scheduled submission dates, due dates, review durations, and detailed revision tracking.


OOTB Ready Solution

When we started working on the new version of Submittals Management Suite we took it as an opporunity to re-define what is possible from the ground up. The objectives were to ensure the archetecture supported multiple use cases, reduced administration burden, and provide incresed insight into key dates and durations.

  • We took a critical look at the sum of setup activities required to develop a submittal register

  • administration fcuntion like update of stakeholders and roles

  • how and when are we notifying stakehodlers and keeping the team aligned on the deliverables

  • ensuring that activities of the service provider are not dependent on any other party in the process, meaning thye are able to create adn submit deliverables without obstruciton.

  • review of avlaible workflow options and giving admin complete control over hwo they are used and implmeented.

  • Analysis of forms and reports to ensure they are meaningful adn insightful and the complete team may rely on them for andministrative and weekly meetings.

  • The solution should integrate with other OOTB Kahua applcaitions, be referenceble and maintain a common look and feel.

 

Flexible Automated Workflow

Projects often include hundreds of deliverables that involve multiple stakeholder groups. The Submittal Suite has been designed with maximum flexibility and ease of administration in mind. Users have complete flexibility to define how the Submittal Suite operates on enterprise, program, and project levels.

  • Streamlined Setup and Administration. Assign stakeholders, update workflow reviews, and manage stakeholders across all deliverables.

  • Multiple Review Workflow Options. Choose between four workflow types: Concurrent, Sequential, Timed, First to Review, and Per-Item Review.

  • Improved Collaboration. Smooth coordination between Public Authorities and Project Co, ensuring contract adherence.

  • Enhanced Compliance and Accountability. Leverage best practices for Document Control for consistent oversight and compliance.

 

Dates and Calculations

Automated logic for date monitoring, performance calculations, and alert notifications. These tools enable precise oversight of critical timelines and generate valuable metrics on document management.

  • Create a Plan and Track Progress. Develop a Submittal Schedule by defining packages, related submittals, and scheduled submission dates to track and report on current and future deliverables.

  • Manage Package Completion. View and analyze submittal package details, including the count of reviewed and pending submittals. Track completion status to identify bottlenecks and facilitate timely resolutions.

  • Manage Review and Rework Durations. Track review durations for in Review items and Re-Work duration of responded items requiring re-submission.

  • Works with all Workflow Types. Supported by all workflow configurations, enabling flexible adaptation to project needs.

 

Out-of-the-Box Forms & Reporting Capabilities

Accessibility-compliant forms, reports, and automated notifications that can be tailored to address unique project requirements. Pre-configured forms and reports are aligned to Project Agreement stipulations and boost operational efficiency and oversight.

  • Standardized Templates. Leverage uniform templates, eliminating the need for manual design and substantially reducing setup.

  • Data Handling. Reliable and accurate data collection and reporting, reducing errors and ensuring consistent documentation among teams.

  • Enhanced Audit Readiness. Real-time critical metrics and analyses, enabling quick identification of patterns such as failure incidents or deductions.

  • Accessibility Compliance. Adherence to WCAG 2.0 accessibility guidelines, ensuring usability for all stakeholders.

The Submittal Suite comprises a collection of essential reports designed to simplify the administration and management of project deliverables.

  • Submittal Items Register: Submittal Items organized by document number in ascending order.

  • 6 Month Look Ahead: Submittal Items scheduled for submission within the next six months.

  • Overdue Submittal Report: Submittal Items in "Requested" status past their scheduled submission date, including overdue days, to highlight delays for prioritization and mitigation of project impacts.

  • Monthly Submittal Activity: Submittal Items submitted in the current month, grouped by package and sorted by document number to track activity, assess workload, and progress.

  • Submittal Items “In Review”: Submittal items in "In Review" status, grouped by package and sorted by document number for an overview of review progress.

  • Review Cycle Detail Report: All submitted Submittal Items with review cycle information such as dates and durations in days, offering insights for process optimization and delay analysis.

 

Governance & User Guides

Users are equipped with a dedicated procedure document aligned to the Project Agreement and User Guides. This document can be applied directly or customized to meet specific organizational and project needs.

These documents facilitate the adoption of best practices for the project or provides a solid basis for modifications to better suit project requirements. The procedures encompass an overview of the Submittal Management process, including role description and responsibilities, detailed Submittal business process, reporting, and administration functions.

  • Rapid Deployment and Reduced Risk. Enable immediate solution deployment or serve as a strong base for fine-tuning procedures to meet project needs.

  • Enhanced Compliance and Accountability. Reflects document control best practices for consistent oversight and compliance.

  • Improved Collaboration. Enable smooth coordination between stakeholders ensuring contract adherence.

 

Questions & Answers

What OOTB Kahua applciations are avalible in the Superset Submitttals Suite?

The Submittal Management Suite connects with essential OOTB Kahua applcaitions to create a unified app ecosystsem, these incldue: CSI Code, Document Type, OmiClass, Location, File Manager, and Project Snapshot. These fields are controlled through the Submittal Configuration Settings. Additional custom fields may be added to to meet project requirements and will appear in the dedicated section in either the Submittal Packages or Submittal Items app.


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