背景
编辑通信项时，你可以更改其状态。如果与通信项关联的项已完成并且希望将其关闭，请选择已关闭状态。
需要考虑的事项
- Required User Permissions:
- To edit any correspondence item:
- 'Admin' level permissions on the item's correspondence type.
- To edit a 'Draft' correspondence item that you created:
- 'Standard' level permissions on the item's correspondence type.
OR
- 'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on your permissions template.
- To edit an 'Open' correspondence item that you created:
- Additional Information:
- If Procore was asked to enable the 'non-editable' setting at the company level, only 'Draft' correspondence items are editable, regardless of user permissions. Consider creating and linking a new item instead.
- If you have been assigned or associated to a correspondence item and you want to add a response to the item, see Respond to a Correspondence Item.
- If a workflow is applied to the item, and the item is issued, the following fields are auto-populated with the workflow information: Status, Due Date, Assignees, and Distribution Member. Also, the 'Post Response and Change Status' button is no longer available unless 'Responses' are enabled on the fieldset.
- Email notification information:
- Editing an 'Open' correspondence item results in an email notification to the item's creator and anyone in the 'Assignee', 'Distribution Member', or 'Received From' fields, if an admin has enabled 'Updated Item' email notifications for the correspondence type.
- Email notifications are sent for all correspondence items until their status is changed to 'Closed'.
- See Who receives correspondence item emails and push notifications? for more details.
注意
- 如果一般通信类型启用了“查看同一公司内的用户可访问的私密项”细分权限，则与项上列出的用户属于同一公司的用户也可以查看私密项。
- 如果希望对公司或项目级别具有"管理员"级别权限的用户隐藏私密通信项，请联系人，以确保他们无法查看或答复私密项，除非他们被允许专门包含在通信项中。（如果你的公司位于澳大利亚或纽西兰，则会默认启用这种额外的隐私级别）。
- 查看通信项时，你始终可以通过“权限”标签页查看拥有访问私密项权限的用户。
步骤
- 导航到项目的通信工具。
- 找到要更改其状态的通信项。
- 点击编辑。
注意:如果没有"编辑"按钮，则表示 Procore 被要求在公司级别启用"不可编辑"设置，以保持通信工具中所有"未完成"和"已关闭"项目的通信记录的可靠性。 考虑改为创建和链接新项。
- 从状态列表中选择一种状态：
- 草稿:表示通信项处于草稿模式，尚未签发。
- 未完成:通信未完成。
- 成功关闭:通信已成功关闭。
- 关闭不成功:通信未成功或未获批已关闭。
- 自定义状态:你可以选择自定义状态（如果已创建）。 请参阅管理通信类型的自定义状态。
- 点击保存。
