The following diagram describes the flow of a Transmittal Document managed in PMWeb between the Contractor and a PMC or the Terminal Construction Team.
The Transmittal is a one-way document. It also has 3 main document states: "Draft", "Sent/Received", "Receipt Confirmed".
As External Parties do not have access to PMWebto create or receive documents, Transmittals with an External Party must be managed in a different manner. After approval of the PM, the Document Controller must take care of the transmittal sending it via Post, Courier, etc. The other way around when a document is received, the Document Controller will check the transmittal, scan it and record it in the system.
All these steps will be performed using the Workflow tab located in the Transmittal details:
Note: Do not forget to click on Save after submitting every step or the workflow will not be saved.
Creation
In this first step, once you have filled in all the Transmittal details, you create the workflow.
To do so, you just need to go to the Workflow tab as previously shown and then click in Submit and Save.
As you can see the workflow has been created and you can now view who is the approver for the next steps and in which step is the document at the moment.
The second step is the first review actioned by the Doc Controller. As you can see the Doc Controller is also able to return or reject the document in the workflow if something is not correct.
The document is now with the PM and this person has to approve it before being sent to the other party. The return and reject options are also available.
As you can see, the next step will be with the PM from the other company.
