将相关项添加到传输记录

目标

背景

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.

需要考虑的事项

所需用户权限：
- 项目传输记录工具的“管理员”级别权限。
其他信息：
- 对于要出现在“类型”菜单中的选择，相应的工具必须是项目中的活动工具。请参阅在项目中添加和删除工具。
- 要在“描述”菜单中显示某个选项，必须首先被授予在相应的 Procore 工具中查看该项的适当权限。

先决条件

完成创建传输记录中的步骤。
注意：在创建传输记录后，传输记录中的“相关项”、“电子邮件”和“变更历史记录”标签页变得可见并可供用户使用。

步骤

导航到项目的传输记录工具。
在列表中找到传输记录。然后点击编辑。
点击相关项。
点击编辑。
按如下方式完成数据输入：
- Type: Select the item type from the drop-down list. This list contains selections for items stored in Procore tools that have been enabled on the project.
- Description: Based on the 'Type' selected, choose the appropriate item from the drop-down list.
- Notes: Add any notes about the selected item.
点击 +添加。
对每个所需相关项重复上述步骤。
点击保存。
Procore 将保存相关项，“相关项”标签页中的表格将返回查看模式。

目标

背景

需要考虑的事项

先决条件

步骤

另请参阅