To effectively remove a submittal response in Procore, you typically delete the entire submittal record itself. This action sends the submittal, along with all its associated responses and history, to the Recycle Bin.
How to Delete a Submittal in Procore to Remove its Associated Responses
In Procore, submittal responses are integral parts of a submittal item's history. Therefore, to remove a specific response from the active project records, the standard procedure involves deleting the entire submittal. This ensures that the submittal and all its associated data, including responses, are moved to a state where they are no longer actively visible within the project.
Step-by-Step Guide to Deleting a Submittal
Follow these steps to delete a submittal in Procore, which will also remove its associated responses from the project's active view:
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Navigate to the Submittals Tool:
- Begin by accessing the project in Procore.
- From the project's navigation menu, click on the Submittals tool. This will display a list of all submittals for the project.
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Locate the Desired Submittal:
- Browse through the list or use the search/filter options to find the specific submittal that contains the response you wish to remove. Remember, deleting this submittal will remove all its responses.
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View the Submittal Details:
- Once you've identified the submittal, click on its title or the View button associated with it. This will open the submittal's detail page, showing all its information, including the responses.
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Initiate Deletion:
- On the submittal's detail page, locate and click the Delete button. This action will prompt you to confirm the deletion.
What Happens After Deletion?
When a submittal is deleted in Procore:
- Moved to Recycle Bin: The submittal, along with all its attachments, comments, and responses, is moved to the project's Recycle Bin. It is not permanently deleted immediately.
- Restoration Option: Items in the Recycle Bin can typically be restored by users with appropriate permissions, allowing for recovery if the deletion was accidental.
- Permissions: Only users with sufficient permissions (e.g., 'Admin' level permissions on the Submittals tool) can delete submittals.
Summary of Deletion Steps
For a quick reference, here's a summary of the steps to delete a submittal in Procore:
| Step | Action |
|---|---|
| 1 | Navigate to the Submittals tool. |
| 2 | Locate the desired submittal. |
| 3 | Click View on the submittal. |
| 4 | Click the Delete button. |
Important Considerations
- Permanent Removal: While submittals are sent to the Recycle Bin first, they can eventually be permanently deleted from there by project administrators.
- Audit Trail: Deleting a submittal, even to the Recycle Bin, often leaves an audit trail within Procore for compliance and record-keeping purposes.
- Alternative Actions: Before deleting, consider if other actions might be more appropriate, such as:
- Voiding a Response: If a response is incorrect, sometimes it can be voided or superseded by a new response without deleting the entire submittal, depending on the tool's configuration.
- Revising the Submittal: If the submittal itself needs updates, creating a new revision might be a better approach than deleting the original.
