Understanding Transmittals

Document Transmittals are a formal process used by Engineering and Construction companies to send controlled documents or drawings to external companies, contractors, or vendors. A transmittal typically consists of four parts:

  • Recipient(s): Details of who the transmittal is being sent to.

  • Cover sheet: This should include a list of files (with their revision numbers) included in the transmittal package.

  • Documents: The documents sent in the transmittal.

  • Reason: The reason that the documents are being transmitted. Examples include (For Information or For Change).

From the vendor or contractor perspective, a transmittal provides a controlled way to share documents with clients, recording a history of when the transmittal was sent, whom it was sent to, and when it was received. This helps keep projects on track, by avoiding scenarios where it's unclear when a given package of documents was received.

From the asset owner perspective, transmittals are often used when preparing a tender during capital works projects as a way of sending a package of documents for review to allow prospective vendors to prepare a quote.

Modern transmittal systems include a method for transmittal recipients to access a digital download of the package contents, and automatically mark the transmittal as received once it has been accessed.

Lunr transmittals can be used to send a package of documents to one or more contacts, without the need to specifically grant these contacts access to the document repository. Once a contract is awarded to a vendor, this vendor would typically be granted access to the document repository, as well as one or more Engineering Projects.

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Managing project data with Lunr

The Lunr project overview provides a simple dashboard reflecting document workflow status, while the reports area delivers system statistics to assist with management and planning.


Integrating Lunr with other systems

Unlocking the real power associated with your engineering content comes from integrations with other enterprise systems, leveraging more of your content and exposing documents to a wider audience.


Understanding asset hierarchy

Lunr manages both 2D and 3D engineering documents on the cloud and for most asset owners, it makes sense to contextualise this data within the organisation's asset hierarchy.

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