Edit a Client Submittal

1. To add or import samples to a client submittal, see:

   • Add Samples Manually to a Client Submittal

   • Import Samples to a Client Submittal from Excel

   • Import Samples into a Client Submittal from a Series

   • Import Samples to a Client Submittal from a Text File

   • Create a Client Submittal in the Excel Add-In

2. On the Jobs ribbon tab, click Client Submittals.

   The Submittals screen displays.

3. To edit a client submittal, select it from Submittal screen list.
   1. Click Edit.

      The Edit Submittal screen displays.

   2. To edit a sample:

      Note: The Sample ID, Description, and weight (Kg) can be modified by clicking the respective column.

      1. Click in the sample row to select it.

      2. Click the Edit Sample icon.

         The Edit Submittal Sample screen displays.

      3. Complete the following fields as required:

         • Sample ID

         • Sample Date

         • Time

         • Sample Type—For example, Rock or Pulp. Default: The sample type associated with the Project.

         • Prep Code

         • Sample Location

         • Client QC Sample—Client-specific quality control sample.

         • QC Sample—For example, Prep Control.

         • Shift

      4. To add a custom field:

         Note: The available sample fields are those configured in the project.

         1. Click Add in the Custom Fields table.

            The Edit Submittal Sample Field screen displays.

         2. Select the Field Name.

         3. Enter a Field Value if required.

         4. Click OK.

      5. To add an NCS code:

         1. Click Add in the NCS Codes table.

            The Edit Submittal Sample NCS Code screen displays.

         2. Select an NCS Code.

         3. Click OK.

      6. Click OK.

   3. To remove a sample from the list, click the Remove Sample icon.

   4. Use the Move Sample Up or Move Sample Down icon to change the position of the sample in the list.

   5. Click Clear All to remove all samples from the list.

      A warning message displays before proceeding.

   6. To print a client submittal:

      1. Click the Print icon.

         The Print Submittal screen displays.

      2. Select the required options from the Print Option field group and click OK:

         • Sample List

         • Sample Labels

         • Control Cards

   7. Click OK.

   8. To add sample fields to all samples:

      Note: The available sample fields are those configured in the project.

      1. Click Add.

         The Edit Submittal Sample Field screen displays.

      2. Select the Field Name.

      3. Enter a Field Value.

      4. Click OK.

   9. To delete a sample field:
      1. Select the sample and click Delete.

   10. Click OK to exit the Edit Submittal screen.

4. To add additional packages:

   1. To add a package to the whole submittal:

      1. Click Setup » Packages.

         The Submittal Packages screen displays.

      2. Select the packages from the Available Packages list.

      3. Click the Add Code icon to add the package to the Selected Packages list.

      4. Click Close.

   2. To add a package to a sample in the submittal:

      1. Click Setup » Sample Packages.

         The Sample Packages screen displays.

      2. Select the sample.

      3. Click the Edit icon.

         The Submittal Packages screen displays.

      4. Click the Add Code icon to add the package to the Selected Packages list.

      5. Click Close.