Monthly Archives: July 2017

9.6.6 Release


Subcontractor Request for Information

Identified issue: A Subcontractor was unable to edit their initiated Subcontractor RFI.
    Identified issue: When a Subcontractor RFI was returned, all Subcontractors on the project received alerts.

9.6.4 Release



When selecting the Issue and Mark Returned action button, the user selected in the To: field must be a General Contractor.

Reopening a Submittal for editing will return the Submittal to the Issued status. Submittals can only be reopened if they are in a Returned, Closed or Cancelled status.

When a Submittal is in the status “Returned” only General Contractor’s have access to edit the Submittal.


The project participant list, available in the project hub, now includes trade and discipline information.

Transmittal standard form

The Transmittal standard form has been updated to include recipient’s phone numbers.



Identified Issue: An error is generated when cancelling an initaited Submittal.

Identified Issue: Closing a Submittal may generate duplicate e-mails.

Submittal Updates

9.6.3 Enhancements

Submittals 2.0

We received a lot of great feedback on ways we could improve the Submittal process to make it more intuitive for all project participants. In Onware version 9.6.3, we completed a number of changes to Submittals based on this feedback, the Onware User’s Guide has been updated to reflect these changes.
  • The Send button in Submittals now displays Next Step (Send).
  • New Statuses: To increase the reporting capability of Submittals the following statuses have been implemented:

    Submitted – Submittals in the status of Submitted have been created and issued by a Subcontractor.

    Issued – Submittals in the status of Issued are waiting on the Consultant/Contractor Administrator for review.

    Returned – Submittals in the status of Returned have been returned to the General Contractor’s Project Manager. To move a Submittal to this status Contract Administrator’s can use the Issue and Mark Returned action button. Note: There are no restrictions on who a Submittal can be directed to, the statuses listed above are based on Onware’s suggested workflow.

  • Private Comments have been removed from the Submittal Feature.
  • The Now link has been removed from the “Return From Consultants Required” and “Required From Subcontractor” date fields.
  • Only dates in the future can be selected for the “Return From Consultants Required” and “Required From Subcontractor” date fields.
  • A setting for Default Consultant Required by Duration has been implemented for Submittals.

Submittal how-to videos are now available

Visit the Onware Youtube channel to watch the new Submittal how-to videos.

Things to Note:

Prior Submittals in the Open status have been updated to reflect the new statuses, as below:
  • Returned – When the Submittal was in the status of “Open” and the last History item action selected was “Issue and Mark Returned”, the Submittal has been categorized into the Return status.
  • Issued – When the Submittal was in the status of “Open” and the Submittal has at least one History item issued, the Submittal has been categorized into the Issued status.


Recommendations can now be Cancelled. When a Recommendation is cancelled it is unlinked from the related document. Once unlinked, a new Recommendation can be requested from the same discipline.

Change Request

The Change Request e-mail subscriptions now include the associated Change PDF and all documents in the Change e-mail subscription list.


The linked documents section now includes a list of documents that can be created from within that document. Eg. Change Directives and Field Orders can be created from within a Change.

Linked Documents

The linked document section now displays the date the link was created.

Standard Forms

Links and attachments on all Onware standard forms have been updated to the color blue.


All reports can now be viewed and PDF’d directly from all document search pages.

Click here for more information on what’s included in version 9.6.3.

9.6.3 Release



Identified Issue: When a Change is copied, attachments are not included in the copy.

Change Directive

Identified Issue: An error is generated when requesting a re-quote on a Change Directive’s Quotation.

Change Order

Identified Issue: The Change Order Document to Issue is not a mandatory field.

Clarification Request

Identified Issue: Clarification requests can be directed to disciplines not currently on the project.

Consultant Recommendation

Identified Issue: If the Require Change Estimate setting is turned on, an initiated Consultant Recommendation cannot be deleted.

E-mail Subscription

Identified Issue: Consultant Recommendations linked using the linked documents section within a Change are not included in Change e-mail subscription.

File List

Identified Issue: When sending a file in the File List via Transmittal, the file is not added to the Transmittal.


Identified Issue: The primary address selection is not set when creating a user from within a Meeting.

Progress Claim

Identified Issue: A Progress Claim can be returned after recommendations have been provided.

Request for Information

Identified Issue: If a Contract Administrator initiates a Request for Information then leaves the page, they cannot edit the initiated Request for Information.

Identified Issue: If a user has an additional discipline selected in their account, the discipline may not display for selection when directing a RFI to Consultants.

Identified Issue: An RFI can be issued without a discipline selected.


Identified Issue: The Submittal standard report required by column displays the Required from Subcontractor date.

Identified Issue: The last action search criteria filter does not allow for multiple selections.

Identified Issue: If a Submittal History is marked as deleted, the Submittal last recipient information does not update accordingly.

Identified Issue: An error is generated when marking a Submittal History as deleted.

Identified Issue: An error is generated when deleting an initaited Submittal History.


Identified Issue: When adding a Submittal to a Transmittal, the Submittal PDF and attachments are not copied into the Transmittal.

The e-mail subject is not populated for Transmittal e-mails.

Click here for more information on what’s included in version 9.6.3.