A transmittal is a document accompanying other documents, files, or samples, serving as a record of when these items were sent and providing proof of their transmission. In construction projects, transmittals are especially important as they track the dispatch of project documents and identify the recipients.
The transmittal tool can be accessed under the Share option under the projects from the navigation pane.
The Transmittals tool in Krion 6D allows you to see a list of all transmittals along with details like the:
· Transmittal code
· Title
· Created by
· No of Documents
· Status
Note: The transmittals list can be filtered by the status and by user/user groups. The items to be displayed in the list can also be customized by selecting the columns drop-down menu.
1. Click on to create a Transmittal
In the create transmittal dialog, enter the Transmittal Code in the format
0001-XXXX-XX01-TRN-0001-A-P01.01 as specified, which breaks down into these components:
o 0001: A unique identifier for the Transmittal being created
o XXXX: The code representing the organization.
o XX01: Alpha Numeric Code for the current phase of the project.
o TRN: Indicates that this is a transmittal code
o 0001: The code for the department.
o A: The department revision identifier Viz., A - Architectural, C-Civil, S-Structural, M-Mechanical, P-Plumbing, E-Environmental etc.,
o P01: Revision Number
o 01: A suffix indicating that the issue is currently a work in progress
This format ensures that each issue can be tracked and referenced efficiently throughout its workflow process.
2. Enter the description about the transmittal
3. Select and assign a workflow for the transmittal that needs final clearance for execution/Procurement etc.
4. Attach files or related documents enables to upload files from Krion6D Drive.
5. Finally Click on to successfully create a transmittal
Note:
1. When a transmittal is created all members in the workflow will get notified about the same.
2. A transmittal can be created as a review by toggling
button if required
Once a transmittal is created it can be viewed in the transmittal list. Various actions can be performed on a Transmittal by clicking on under the action’s column.
· Edit: Clicking on edit actions lets you edit a Transmittal
· Detail: To view the details in a transmittal
· Add Task: Enables you to go to Add Review tool where a related task can be created
· Add Issue: Enables you to go to Add Issue tool where a Issue can be created
· Archive: To archive the selected Transmittal
· Export: This lets you export a Transmittal as an Excel, PDF, or an email
· Delete: Delete a transmittal