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以审批者的身份答复送审汇总包的待办事项电子邮件

目标

在你被指定为包中送审的审批者时,回复有关送审汇总包的“待办事项”电子邮件。

背景

在发送送审汇总包以供审核时,Procore 会向指定为包中送审的“审批者”的人员发送“待办事项”电子邮件。然后,指定审批者必须审核包及其送审。然后对包中的每个送审提交单独的答复。

需要考虑的事项

  • 所需用户权限
    • 项目送审工具的“标准”或“管理员”权限。

步骤

  1. 在电子邮件程序中打开"待办事项"消息。
    将显示类似于以下内容的消息。

    submittals-pkg-action-reqd.png
     
  2. 从以下选项中选择:
    • View Online. Click this link to launch Procore's Submittals tool in your web browser and open the submittal package in view mode. Note: If you are NOT logged into Procore, you will be prompted to enter your credentials before you can view the package. 

    • View PDF. Click this link to open a PDF version of the submittal package. You can also open a PDF version of each submittal in the package by clicking the PDF icon in the Submittals table of the package PDF. 

    • View PDF. Click this link to open a PDF version of the submittal package. You can also open a PDF version of each submittal in the package by clicking the PDF icon in the Submittals table of the package PDF. 

    • Download. Click this link to open a PDF version of the submittal package. You can also open a PDF version of each submittal in the package by clicking the PDF icon in the Submittals table of the package PDF. You can then download the PDF using the controls in the top-right corner. 

    • PDF. Click the PDF icon in the far-right corner of the Submittals Requiring Your Attention table to open a PDF version of each individual submittal in the package. 

      Personal

      Personal. Mark this checkbox if you want the report to be visible only to you. Remove the mark from the checkbox if you want the report to be visible to project users or global users. 

 

If you would like to learn more about Procore's submittals management software and how it can help your business, please visit our construction submittals software product page icon-external-link.png.