创建送审修订

目标

使用项目级别送审工具创建现有送审的修订。

需要考虑的事项

• 所需用户权限：
  • 为创建的送审创建修订：
    • 项目送审工具的“只读”或“标准”级别权限，并在权限模板上启用了“创建送审”细分权限。
      或者
    • 项目送审工具的“标准”级别权限，没有分配给你的权限模板。
  • 为他人创建的送审创建修订：
    • 项目送审工具的“标准”级别权限，并被指定为送审经理。
  • 要为任何送审创建修订：
    • 项目送审工具的“管理员”级别权限。
• 其他信息：
  • 你只能为送审的最新版本创建修订。例如，如果送审的为修订 0，则只能创建修订 1。要了解更多信息，请参阅什么是送审修订？

步骤

1. 导航到项目的送审工具。
   这将显示送审页面。
2. 在送审日志中，找到所需的送审。然后点击查看。
   这将在查看模式下打开送审。
3. 点击垂直省略号 ，然后点击创建修订。这将打开"创建修订"页面。
   注意:此按钮仅在查看送审的最新修订时才可见和可用。你只能从最近的修订创建新修订。
4. 滚动到“一般信息”区域，注意上一修订的所有一般信息都会被继承。此外，修订编号会自动增加一 (n +1)。在下面的示例中，之前的修订编号为 1，因此 Procore 自动将新修订编号增加到 2。
5. 根据需要修改以下送审信息：

   • Title. The descriptive name that best summarizes the information in the submittal. 

   • Spec Section. Denotes the corresponding section from the project's specifications book. See Where do the selections in the 'Specification Sections' drop-down list in the Submittals tool come from?

   • Received From. The contact for the responsible contractor who provided the submittal information to the project team. 

   • Submittal Package. The submittal package that contains the submittal. In Procore, adding submittals to a package is optional. The decision to add submittals to a submittal package is based on your project's requirements, which is determined by your company's or project's management team. For instructions, see Create a Submittal Package.

   • Status. The current status of the submittal. Only a user with 'Admin' level permission to the Submittals tool can change a submittal's status. See What are the default submittal statuses in Procore? and What is a 'Draft' Submittal?

   • Cost Code. The cost code for the submittal. Cost codes are managed in the 'Cost Code' segment in Procore's Work Breakdown Structure.

   • Type. The information type associated with the submittal. The default type selections in Procore include: Document, Pay Request, Payroll, Plans, Prints, Product Information, Product Manual, Sample, Shop Drawing, Specification, and Other. See Create Custom Submittal Types.

   • Location. The location at the job site for the submittal. This can be an existing location from the Location list or a tiered location. See Add Tiered Locations to a Project. 

   • Private. Indicates privacy settings for the submittal. When a submittal is marked 'Private', it is only visible to users with 'Admin' level permissions on the Submittals tool, users in the Submittal Workflow, and members of the submittal's Distribution List. Users with the 'View Private Submittals Associated to Users within Same Company' granular permission enabled on their permissions template can also view a submittal marked 'Private' if another user in their company is associated with the submittal. See Mark a Submittal as Private.

   • Description. Informative details, notes, and/or actions that describe the submittal. 

   • Attachments. Attach any relevant files. You have these options:

     • Click Attach File(s) and then choose the appropriate option from the shortcut menu that appears.
       OR
     • Use a drag-and-drop operation to move files from your computer into the grey Drag and Drop File(s) box.
     注意：如果送审的先前修订有任何文件附件，则需要在新修订中重新附加它们（如果需要）。附件不会在修订之间转移。

   • Submittal Workflow. The people assigned to complete the submittal workflow. In Procore, the submittal workflow includes two roles: a submitter and the approvers who are responsible for performing/completing the approval process. Typically, approvers are members of the design team.

   • Distribution List. The people who will receive email notifications from Procore as the submittal progresses through the submittal workflow. If your project team has created any distribution lists in the Project Directory, you can select those lists here. See Add a Distribution Group to the Procore Directory). 

   • Related Items. Any related items that have been added to the submittal (i.e., drawings, documents, plans, and so on). See Add a Related Item to a Submittal. 

   • Custom Fields​. If your company has added custom text fields for use with the Submittals tool, enter the required data as specified by your project team in these fields. See Configure Advanced Settings: Submittals Tool.

6. 从以下选项中选择：
   • 创建和发送电子邮件：使用此选项创建新的送审修订，并将其发送给指定的送审审批者，以及送审通讯名单中的所有成员（可选）。
   • 创建但不发送电子邮件：使用此选项仅创建新修订但不发送任何电子邮件通知。

另请参阅

• 什么是送审修订？
• 搜索和筛选送审