管理自定义送审答复

目标

创建自定义送审答复，以与项目级别送审工具一起使用。

背景

Users with ‘Admin’ level permission to the project’s Submittals tool can configure a wide range of customized submittal responses using the new 'Submittal Responses' link in the Configure Submittals Settings page.  A submittal response is a list of pre-defined responses (e.g., APPROVED, APPROVED AS NOTED, REVISE AND RESUBMIT, REJECTED, and so on) that can be applied to a submittal by reviewers during the review and approval process.

Examples

There are a variety of reasons an organization might want to customize their submittal responses. For example:

  • To match specific contract language.
    Some organizations use the term ‘REVIEWED’ in place of ‘APPROVED or ‘REVIEWED AS NOTED’ in place of ‘APPROVED AS NOTED.’

  • To match the actions on the submittals review rubber stamp that your company traditionally used to process hard-copy submittals.
    Some organizations may prefer to use ‘FURNISH AS NOTED’ and ‘NO EXCEPTIONS TAKEN’ in place of ‘APPROVED AS NOTED’.

  • To use commonly understood acronyms instead of spelled words.
    Some organizations may prefer reviewers to use specific acronyms such as: A (in place of ‘APPROVED’), AAN (in place of ‘APPROVED AS NOTED’), R&R (in place of ‘REVISE AND RESUBMIT). 

需要考虑的事项

步骤

  1. 导航到项目的送审工具。
  2. 点击配置设置icons-settings-gear.png图标。
    这将显示"送审设置"页面。
  3. 点击送审答复。
  4. 找到要变更的送审答复。
  5. 从以下选项中选择：
    • 变更自定义送审答复:
      你可以将 Procore 中所有八（8）个默认送审答复的现有答复变更为自定义值。
      1. 点击答复旁边的铅笔图标以对其进行编辑。
      2. 输入答复的新名称。 点击编辑答复以保存更改。
    • 添加新的自定义送审答复:
      可以为 Procore 中的多个默认送审答复添加最多 12 个自定义送审答复。 对于其中的三（3）个答复（已转发供审核、待处理和已提交），系统将你限制为仅一（1）个自定义答复。
      1. 点击添加答复。
      2. 选择关联的默认答复。
      3. 输入你的自定义答复，然后点击添加答复以保存。
        注意:你可以通过清除选择并重新选择来修改关联的默认答复。
    • 删除自定义送审答复:
      你只能删除已添加到系统的自定义答复。 每个默认答复都可以自定义，但不能删除。
      1. 点击所需答复旁边的删除 图标。
      2. 当系统提示你确认删除答复时，点击删除答复。

自定义送审答复在哪里显示？

自定义答复后，它们将在送审工具中任何可显示默认答复的空间中显示为选项，例如筛选器或送审工作流中的答复选择屏幕中。

另请参阅