All returned files from a customer shall be assigned to a card and processed with return status and routing actions.
When a document is returned in a complete status (like Code 1 or Code A), there are no further actions required. See what does stage complete mean.
But when a document is code 2 (With comments, Rejected, etc.) and status is not completed, an action is required.
Options to process a document returned with comments or rejected, are to send the file to a sub-supplier or to choose an internal routing for revision.
1. If you mark the queue for submittal to “Sub-Supplier” the document will be moved to > Outgoing Submittals > Sub-Supplier grid waiting for transmittal.
2. If you choose queue for “Internal” the document will be moved to the “Outstanding Actions” area where the selected users can review the commented file, upload a new revision and include comments.
If an action is not assigned, we assume there is no action required, and that you want the document to be reissued to the customer. Therefore the document will be placed in the Outgoing Submittals > Pending Submittal to Customer grid waiting for the transmittal.
We give a warning when there is no action assigned, to give a second chance to act on the card.
If you wish to read more about Internal User Routing options have a look at our articles about: Internal Approval Cycle, Document Workflow, Complete an Outstanding Action and Assign an Action.