Objectif
Modifier une transmission dans l'outil Transmissions du projet.
Contexte
Using the project's Transmittals tool, you can create a record of project information that has been sent to others via fax and shipping channels. When you create a transmittal and email a copy of it to your recipients, all of the information is captured and stored with your Procore project, including the names of the sender, recipient, and any relevant dates. For example, perhaps a user's email system is down and the only way to send an official response is via fax or a phone call. In such cases, you would want to create a transmittal in order to keep track of the correspondence, so a historical record is available for audit purposes in Procore.
Éléments à considérer
- Permissions d'utilisateur requises :
- Pour modifier une transmission, les permissions de niveau « Admin » dans l'outil Transmission du projet.
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- Pour modifier une transmission que vous avez créée, des permissions de niveau « Standard » ou supérieures dans l'outil Transmissions du projet.
- Informations complémentaires :
- Les onglets « Items reliés », « Courriels » et « Historique des modifications » deviennent visibles et disponibles après la création d'une transmission.
Étapes
Modifier les informations générales
- Accédez à l'outil Transmissions du projet.
- Localisez la transmission souhaitée dans la liste. Choisissez ensuite l'une de ces options :
- Cliquez sur Modifier. Cela ouvre la transmission en mode édition.
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- Cliquez sur Afficher. Cela ouvre la transmission en mode affichage. Cliquez ensuite sur Modifier.
- Dans la zone « Informations générales », vous pouvez modifier les champs suivants :
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Number: Procore automatically assigns numbers to new transmittals in sequential order. You may change this number as desired.
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Subject: A descriptive subject for the transmittal.
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To: Select people or distribution groups from the project's Directory. This action assigns the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients.
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CC: Select people or distribution groups from the project's Directory. This action carbon copies the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients.
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Sent Via: Select Attached to attach an item from Procore to the transmittal or Under Separate Cover. If you select Under Separate Cover, you can also select one of these options: Email, US Mail, Hand Delivery, FedEx, UPS, DHL, Express Mail, Fax, and Other.
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Private: Mark this checkbox to hide the transmittal from everyone except 'Admin' level users, designated users in the 'To' and 'Cc' fields, and members of the default distribution group (see Configure Advanced Settings: Transmittals).
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Submitted For: Mark the checkboxes that correspond to the reason the transmittal is being submitted. You have these choices: Approval, Your Use, As Requested, Review and Comment, or Further Processing.
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Action as Noted: Mark the checkboxes that correspond to the desired action. You have these choices: Out for Signature, Approved as Submitted, Approved as Noted, Submit, Resubmitted, Returned, Returned for Corrections, Resubmit, Due By, Received, Received as Noted, and Sent Date. (Note: It is recommended that you work with your project's management to define the proper use for each of these default actions in your environment).
- Choisissez parmi les options suivantes :
- Cliquez sur Enregistrer pour enregistrer la transmission sans l'envoyer par courriel aux destinataires dans les champs « À » et « Cc ».
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- Cliquez sur Enregistrer et envoyer par courriel pour enregistrer la transmission et l'envoyer par courriel aux destinataires désignés dans les champs « À » et « Cc ».
La bannière de transmission mise à jour apparaît.
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