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Non-Conformance Report (NCR)
Corrective Action Preventative Action (CAPA)
Performance Criteria
Performance Failure Event
Performance Deduction
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Notice of Intent
Claims
Adjudication
Dispute Resolution
Submittal Management Suite
The Submittals Management Suite replaces the OOTB Kahua Submittals module with a highly structured and workflow-driven process. This process is enables the owner organization to develop submittal packages that align to contractual deliverables, assign expected submission dates, define workflows and submitters for each package (select between four different workflows), and track and report on package completion. It streamlines submittal management and administration with functionality to easily update the assigned submitter, document controller, final reviewer, distribution list, reviewers, and workflow type for all submittals from the package. The Submittals Management suite is comprised of two applications:
Submittal Packages
Submittal Items
Features & Benefits
Intuitive & Streamlined
Customizable (program / project specific) submittal review responses.
Automated notifications on submission and response with configurable templatized forms.
Streamlined definition of process roles and workflow steps.
Ability to work and manage multiple vendors and contracts with unique participants and workflow.
Automated Revision management features that allow users to access and report on revision timeline rework durations, and comments.
Collaboration
Develop Submittal Packages with detailed descriptions and unique workflow characteristics.
Manage Submittal Package completion with KPIs (total submittals, completed submittals, percent complete) based on the Submittal Items.
Develop and manage Submittal Schedules and Look Ahead Schedules based on the expected submission due dates.
Ability for the vendor to submit existing or new Submittals directly into a predefined Package, inheriting its workflow.
Workflow & Reporting
Choose between 4 workflow review types that best fit your project / organizational requirements: Concurrent, Sequential, Timed, First to Review.
Automated Revision management features that allow users to access and report on revision timeline and comments.
Automated notifications on submission and final response.
Complete assembly of OOTB Reports to facilitate tracking of submittal review.
Leverage complete OOTB Submittal reporting suite to identify and report on Delayed submissions, overdue responses, and complete review progress.
Link to external sites and resources with custom hyperlinks on Submittal Package and Submittal Item records.
Management & Admin
Update and management of business process / workflow actors through creation, submission, quality assurance, review, and final response.
Easily manage thousands of Submittals with streamlined update of companies, submitters, workflow, reviewers ang other key stakeholder information.
Move Submittals form one package to another with complete audit trail and traceability.
Submittal Packages
Collection of project deliverables that may include drawings, documents, reports, samples, permits, or other documents submitted by the service provider to the project owner or manager for review and approval, demonstrating that work or materials comply with project requirements and specifications. A Submittal Package may contain multiple Submittal Items, that may be submitted at different periods throughout the project execution. Each Submittal Item within the Package inherits the package number as a prefix to its own item number, as well as identification for the following: submittal coordinator, submitter, final reviewer / approver, reviewer contacts, review workflow, and instruction to reviewers.
Submittal Items
Individual components of a submittal package, each representing a specific design drawing, report, or other document for which approval is sought. They may have a contractually defined scheduled submission date and may be revised based on the review response provided by the project owning organization.