WEBVTT 1 00:00:11.450 --> 00:00:15.650 In this module, we are going to focus on the Submittal Verification Report and how to 2 00:00:15.650 --> 00:00:18.220 correct any issues that may arise. 3 00:00:18.220 --> 00:00:22.850 Before we open the Submittal Verification Report to examine the discrepancies and learn 4 00:00:22.850 --> 00:00:27.350 how to correct them, I'd like you to understand what this report does, as well as 5 00:00:27.350 --> 00:00:32.570 emphasize how important it is to process all of the Reports against your entire Job and 6 00:00:32.570 --> 00:00:36.950 resolve as many discrepancies that may arise during the editing process. 7 00:00:36.980 --> 00:00:41.720 A big mistake users make is not running the Reports until the project is due. 8 00:00:41.750 --> 00:00:46.520 Along with the References, Submittals are another area in which you need to pay close 9 00:00:46.520 --> 00:00:51.620 attention to. The Submittal Verification Report detects problems resulting from the 10 00:00:51.620 --> 00:00:53.480 improper use of Submittals. 11 00:00:53.510 --> 00:00:57.500 The Submittal Verification checks that all the Submittal Items appear in both the 12 00:00:57.500 --> 00:01:01.060 Section Submittal Article and within the Section's text. 13 00:01:01.070 --> 00:01:06.050 It generates a list of Submittal Items missing from either location, then checks 14 00:01:06.050 --> 00:01:10.790 that all Submittal Descriptions used in the Section Submittal Article are also listed in 15 00:01:10.790 --> 00:01:17.270 the Job 01 33 00 Submittal Procedure Section, and generates a list of Submittal 16 00:01:17.270 --> 00:01:23.480 Descriptions that differ or may be missing from the 01 33 00 Section. 17 00:01:23.720 --> 00:01:29.240 Unlike References, Submittal Items are not case sensitive, but they must be identical in 18 00:01:29.240 --> 00:01:30.520 every other way. 19 00:01:30.530 --> 00:01:36.020 Submittals are used within Article titles which are uppercase, paragraph and 20 00:01:36.020 --> 00:01:40.940 subparagraph titles which are title case, or even within the text. 21 00:01:40.970 --> 00:01:44.870 When troubleshooting Submittals, make sure the errors are not a result of a 22 00:01:44.870 --> 00:01:47.320 typographical or spacing issue. 23 00:01:47.330 --> 00:01:53.360 In order to produce an accurate report, your Job must contain the 01 33 00 Submittal 24 00:01:53.360 --> 00:01:54.860 Procedure Section. 25 00:01:54.890 --> 00:01:59.210 Let's get started by generating the Reports in order to correct the issues that we might 26 00:01:59.210 --> 00:02:02.830 have before we commit this Job to paper, PDF, or Word. 27 00:02:02.830 --> 00:02:07.220 From the SI Explorer, let's select the Print/Publish button on the SI Explorer's 28 00:02:07.220 --> 00:02:11.930 Toolbar. When the Print Processing dialog box opens, we are positioned on the Sections 29 00:02:11.930 --> 00:02:17.490 Tab. Under Select Sections, by default, you should have All Sections selected. 30 00:02:17.490 --> 00:02:21.330 Under Printing and Renumbering, two options are checked by default. 31 00:02:21.350 --> 00:02:25.610 The first option Print/Process Sections controls whether the Sections are physically 32 00:02:25.610 --> 00:02:30.200 printed or published, so this option can be very useful if you simply want to generate 33 00:02:30.200 --> 00:02:31.690 just the Reports. 34 00:02:31.690 --> 00:02:35.240 Since this is what we want to do, uncheck this option. 35 00:02:35.600 --> 00:02:39.950 By doing this, you are generating just the Reports themselves, making it easier to 36 00:02:39.950 --> 00:02:44.210 access the Reports in order to verify and correct any discrepancies. 37 00:02:44.240 --> 00:02:48.440 The second option Renumber Paragraphs should remain checked regardless. 38 00:02:48.470 --> 00:02:53.090 Lastly, you may have noticed that when we uncheck the option Print/Process Sections, 39 00:02:53.090 --> 00:02:58.580 the three options below Reconcile - Address, Reference, and Submittals no longer display 40 00:02:58.580 --> 00:03:03.260 as checked. However, if you are printing or publishing the Sections within the Job along 41 00:03:03.260 --> 00:03:07.450 with the Reports, do not uncheck any of the options below Reconcile. 42 00:03:07.450 --> 00:03:11.990 On the Reports Tab, you will see that All of the Verification Reports are selected by 43 00:03:11.990 --> 00:03:16.280 default. Now that we have verified the settings you should always use to generate 44 00:03:16.280 --> 00:03:21.140 the Reports to create electronic files, let's select the Process Only button. 45 00:03:21.620 --> 00:03:26.510 Since my default printer is the SpecsIntact PDF printer, a warning message will appear to 46 00:03:26.510 --> 00:03:31.250 let me know that selecting this option will not create PDF files and ask if we want to 47 00:03:31.250 --> 00:03:35.510 continue. If you do not want to see this message again, you can check the option, 48 00:03:35.510 --> 00:03:40.470 'Don't ask me about this again.', but for now let's click Process Only. 49 00:03:40.470 --> 00:03:45.050 When the processing is complete, we will be returned to the SI Explorer positioned at the 50 00:03:45.050 --> 00:03:46.610 Processed Files folder. 51 00:03:46.820 --> 00:03:50.330 Let's double-click to open the Submittal Verification Report. 52 00:03:50.330 --> 00:03:54.650 Before we address the problems listed in this Report, you will notice the Report is 53 00:03:54.650 --> 00:03:56.830 divided into two sections. 54 00:03:56.840 --> 00:04:01.130 The first section will address Section Submittal Discrepancies and the second 55 00:04:01.130 --> 00:04:05.480 section will address discrepancies between Submittal Articles and the Submittal 56 00:04:05.480 --> 00:04:06.940 Procedure Section. 57 00:04:06.950 --> 00:04:12.090 We will begin by addressing the problems listed under Section Submittal Discrepancies. 58 00:04:12.110 --> 00:04:16.370 I'd like to bring your attention to the Note that states, 'Sections that do not cite 59 00:04:16.370 --> 00:04:20.930 Submittal items in both the Submittal Article and elsewhere in the text, that cite 60 00:04:20.930 --> 00:04:26.000 invalid Classifications, or that contain Submittal Descriptions or Classifications 61 00:04:26.000 --> 00:04:27.860 outside the Submittal Article'. 62 00:04:27.860 --> 00:04:32.300 The 'Hint' provided on all Validation and Verification Reports state, that 63 00:04:32.300 --> 00:04:36.140 'Double-clicking a Section Number will open the Section in the Editor'. 64 00:04:36.170 --> 00:04:40.820 The first issue we need to address states that 'SURVEYS' was not found in the Submittal 65 00:04:40.820 --> 00:04:45.800 Article. Let's place our cursor over the Section Number and double-click. 66 00:04:46.720 --> 00:04:50.980 The SI Editor is intelligent enough to position us directly on the Submittal that 67 00:04:50.980 --> 00:04:52.310 produced this error. 68 00:04:52.310 --> 00:04:57.080 For the Editor to perform an accurate find, the Tags and Revisions must be hidden. 69 00:04:57.100 --> 00:05:03.020 In order to continue, let's go ahead and select the Toggle Tags View button and the 70 00:05:03.020 --> 00:05:07.940 Toggle Revisions button on the Toolbar so our Tags and Revisions are visible. 71 00:05:07.940 --> 00:05:12.470 We need to investigate this issue a little further, so let's navigate to the Submittal 72 00:05:12.470 --> 00:05:16.460 Article, which happens to be 1.4. 73 00:05:16.550 --> 00:05:21.970 As we look under SD-O2 Shop Drawings, you will notice that 'Surveys' was deleted. 74 00:05:21.980 --> 00:05:26.750 This particular problem is a technical issue that requires review and approval from the 75 00:05:26.750 --> 00:05:28.690 engineer or the architect. 76 00:05:28.700 --> 00:05:30.710 There are three ways we can address this problem. 77 00:05:31.550 --> 00:05:36.050 Either we need to undelete 'Surveys' so it is listed in the Submittal Article under 78 00:05:36.050 --> 00:05:41.420 SD-O2 Shop Drawings, or we need to remove the Submittal Requirement by removing the 79 00:05:41.420 --> 00:05:46.460 tags surrounding the item within the text, or we need to delete the Submittal Item 80 00:05:46.460 --> 00:05:48.740 from the Submittal Article and from the text. 81 00:05:49.610 --> 00:05:54.800 For this exercise, we're going to remove the Submittal Requirement by removing the 82 00:05:54.800 --> 00:06:01.010 tag. To do this, let's navigate to 3.1, place our cursor between the submittal 83 00:06:01.010 --> 00:06:05.030 tags, right-click and select Remove Tags. 84 00:06:05.030 --> 00:06:09.290 Immediately, a message box will open to verify you want to remove the SUB tags, 85 00:06:09.290 --> 00:06:10.770 select OK. 86 00:06:10.770 --> 00:06:15.350 Let's continue correcting the issues listed on the Submittal Verification Report. 87 00:06:15.350 --> 00:06:19.920 So let's close the Section by selecting the lower-tiered 'x'. 88 00:06:19.920 --> 00:06:22.040 When prompted to save the changes, select Yes. 89 00:06:23.420 --> 00:06:29.270 The second discrepancy listed for 3.9.2 states that the Classification "G" is not 90 00:06:29.270 --> 00:06:32.090 allowed outside of the Submittal Article. 91 00:06:32.090 --> 00:06:36.710 Let's place the cursor over the Section Number for this problem and double-click. 92 00:06:37.070 --> 00:06:43.670 Now let's select the Toggle Tags View button and Toggle Revisions button on the 93 00:06:43.670 --> 00:06:46.010 Toolbar, so our Tags and Revisions are visible. 94 00:06:46.670 --> 00:06:52.400 Now we are going to address the Classification "G" issue found in 3.9.2. 95 00:06:52.430 --> 00:06:57.530 You will see that following the Submittal Item 'Compaction', the Classification Code 96 00:06:57.530 --> 00:07:01.060 was added, since it is surrounded in a set of ADD tags. 97 00:07:01.060 --> 00:07:06.200 Submittal Descriptions, Classification and Reviewer Codes can only appear in the 98 00:07:06.200 --> 00:07:07.370 Submittal Article. 99 00:07:07.370 --> 00:07:12.260 Any citations of these in the text outside of the Submittal Article are not permitted 100 00:07:12.260 --> 00:07:13.610 and must be removed. 101 00:07:13.610 --> 00:07:19.930 In order to do this, highlight the added text, right-click, and 102 00:07:19.930 --> 00:07:22.240 select Delete Added Revisions. 103 00:07:22.270 --> 00:07:26.350 Now that we have removed the Classification Code, let's return to the Submittal 104 00:07:26.350 --> 00:07:30.340 Verification Report by selecting the lower-tiered 'x'. 105 00:07:30.850 --> 00:07:33.340 When prompted to Save Your Changes, select Yes. 106 00:07:34.870 --> 00:07:39.550 The last issue in this section of the Report states that 'Work Plan' was not found outside 107 00:07:39.550 --> 00:07:40.930 the Submittal Article. 108 00:07:40.960 --> 00:07:45.310 Again, we want to place our cursor over the Section Number and double-click. 109 00:07:45.430 --> 00:07:51.670 As before, we need to select the Toggle Tags View button and the Toggle Revisions button 110 00:07:51.670 --> 00:07:54.370 on the Toolbar so our Tags and Revisions are visible. 111 00:07:55.090 --> 00:08:00.010 The Editor has positioned us within the Submittal Article under SD-O1 Preconstruction 112 00:08:00.010 --> 00:08:03.940 Submittals since this is the only occurrence of this Submittal Item. 113 00:08:03.940 --> 00:08:07.310 As before, this is also a technical issue. 114 00:08:07.330 --> 00:08:11.920 Before making changes, consult with the engineer or the architect to determine the 115 00:08:11.920 --> 00:08:13.080 best approach. 116 00:08:13.080 --> 00:08:17.020 With the Submittal Item highlighted, let's select the Find button. 117 00:08:18.010 --> 00:08:22.510 When the Find box opens, you will see that the search field contains the Submittal Item 118 00:08:22.510 --> 00:08:23.710 we need to locate. 119 00:08:23.740 --> 00:08:28.360 I mentioned before that Submittal Items are not case sensitive, so make sure you have 120 00:08:28.360 --> 00:08:30.910 'Ignore Upper/Lowercase' selected. 121 00:08:30.920 --> 00:08:35.800 In addition, I recommend that you select the Entire File since the Submittal Items can be 122 00:08:35.800 --> 00:08:38.040 above or below the Submittal Article. 123 00:08:38.050 --> 00:08:40.120 Let's go ahead and select OK. 124 00:08:40.150 --> 00:08:44.560 As you see, 'Work Plan' is mentioned within the paragraph text for this subpart. 125 00:08:44.560 --> 00:08:50.230 As we read the sentence, it clearly states, "Submit a work plan as specified below". 126 00:08:50.230 --> 00:08:55.540 The text clearly indicates this is a Submittal, so we need to add the tags. 127 00:08:55.540 --> 00:09:00.100 Since this text is already highlighted, let's select the SUB button on the SI 128 00:09:00.130 --> 00:09:01.720 Explorer's Tags Bar. 129 00:09:02.350 --> 00:09:06.490 Now that we have added the tags, let's close the Section by selecting the 130 00:09:06.490 --> 00:09:08.170 lower-tiered 'x'. 131 00:09:09.070 --> 00:09:11.620 When prompted to Save the Changes, select Yes. 132 00:09:13.200 --> 00:09:17.160 Now we are ready to address the discrepancies in the second section of the 133 00:09:17.160 --> 00:09:19.230 Submittal Verification Report. 134 00:09:19.260 --> 00:09:23.850 The Report provides the Submittal Descriptions as listed in the Job's 01 33 00 135 00:09:24.780 --> 00:09:26.480 Submittal Procedure Section. 136 00:09:26.490 --> 00:09:31.530 If the Submittal Description is reported as invalid, it must be changed to match the 137 00:09:31.530 --> 00:09:35.640 description cited in the 01 33 00 Section. 138 00:09:35.670 --> 00:09:41.970 In this case, the Submittal Description in the 01 33 00 Section is SD-O6 139 00:09:41.970 --> 00:09:48.210 Test Reports, whereas the one in our Section is SD-O6 Testing Reports. 140 00:09:48.240 --> 00:09:52.170 Let's place our cursor over the Section Number and double-click. 141 00:09:53.460 --> 00:09:58.080 Again, the Editor has positioned us directly on the issue and we need to turn on the 142 00:09:58.080 --> 00:10:01.080 Toggle Tags and Revisions. 143 00:10:01.530 --> 00:10:06.690 I'm going to click inside the Section so my Submittal Description no longer is 144 00:10:06.690 --> 00:10:12.270 highlighted. During the Editing process, the Submittal Description was changed from SD-O6 145 00:10:12.270 --> 00:10:15.840 Test Reports to SD-06 Testing Reports. 146 00:10:15.840 --> 00:10:20.010 The Submittal Descriptions used throughout your Job must be identical to the ones in the 147 00:10:20.010 --> 00:10:22.560 01 33 00 Section. 148 00:10:22.590 --> 00:10:27.430 To correct this issue, we are going to highlight all of the redlined text, 149 00:10:27.430 --> 00:10:32.240 right-click and select Remove all Revisions. 150 00:10:32.750 --> 00:10:37.040 Now it is time to verify that we have corrected all of the discrepancies listed on 151 00:10:37.040 --> 00:10:39.140 the Submittal Verification Report. 152 00:10:39.890 --> 00:10:41.990 Let's close this Section and save our changes. 153 00:10:42.950 --> 00:10:47.900 We need to regenerate the Reports by selecting our Job and then selecting the 154 00:10:47.900 --> 00:10:50.360 Print/Publish button on the Toolbar. 155 00:10:50.360 --> 00:10:54.260 On the Sections Tab, verify that All Sections is selected. 156 00:10:54.260 --> 00:10:58.660 Below Printing and Renumbering, uncheck Print/Process Sections. 157 00:10:58.660 --> 00:11:04.700 On the Reports Tab, verify that you have All the Verification Reports selected, and then 158 00:11:04.700 --> 00:11:06.380 select Process Only. 159 00:11:07.160 --> 00:11:12.250 When the message box opens, letting you know that the PDF files will not be created, 160 00:11:12.250 --> 00:11:14.180 select Process Only. 161 00:11:14.540 --> 00:11:19.310 Once the processing is finished, open the Submittal Verification Report. 162 00:11:19.340 --> 00:11:23.840 When the report opens, you will see that all of the discrepancies that were found have 163 00:11:23.840 --> 00:11:24.890 been resolved. 164 00:11:24.920 --> 00:11:30.260 If you had several issues to address, I encourage you to regenerate the Reports often 165 00:11:30.260 --> 00:11:33.480 in order to remove the discrepancies you have corrected. 166 00:11:33.500 --> 00:11:38.330 The SpecsIntact website's Help Center page provides in-depth material that will assist 167 00:11:38.330 --> 00:11:43.370 you. The QuickStart Guide - Numeric Chapter entitled "Tips & Tools" contains the 168 00:11:43.370 --> 00:11:47.930 information needed for correcting the Validation and Verification Reports. 169 00:11:47.960 --> 00:11:52.100 Now that you know how to correct the problems reported in this middle Verification 170 00:11:52.100 --> 00:11:54.320 Report, you are ready to proceed to the next module.