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编辑传输记录

  1. 最后更新
  2. 另存为PDF

目标

在项目的传输记录工具中编辑传输记录。

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：
    • 要编辑任何传输记录，需要具有项目传输记录工具的“管理员”级别权限。
      或者
    • 要编辑你创建的传输记录，需要具有项目传输记录工具的“标准”或更高级别权限。
  • 其他信息：
    • 在创建传输记录后，“相关项”、“电子邮件”和“变更历史记录”标签页变得可见并可用。

先决条件

步骤

编辑一般信息

  1. 导航到项目的传输记录工具。
  2. 在列表中找到所需传输记录。然后选择以下选项之一：
    • 点击编辑。这将在编辑模式下打开传输记录。
      edit-transmittal.png
      或者
    • 点击查看。这将在查看模式下打开传输记录。然后点击编辑。
  3. 在“一般信息”区域中，你可以编辑以下字段：

    • Number: Procore automatically assigns numbers to new transmittals in sequential order. You may change this number as desired.

    • Subject: A descriptive subject for the transmittal.

    • To: Select people or distribution groups from the project's Directory. This action assigns the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients. 

    • CC: Select people or distribution groups from the project's Directory. This action carbon copies the transmittal to the named individuals. If you choose to click the Create and Email button (or 'Save and Email' if you are an 'Admin' user editing an existing transmittal), the system will automatically email a notification about the transmittal to the recipients.

    • Sent Via: Select Attached to attach an item from Procore to the transmittal or Under Separate Cover. If you select Under Separate Cover, you can also select one of these options: Email, US Mail, Hand Delivery, FedEx, UPS, DHL, Express Mail, Fax, and Other. 

    • Private: Mark this checkbox to hide the transmittal from everyone except 'Admin' level users, designated users in the 'To' and 'Cc' fields, and members of the default distribution group (see Configure Advanced Settings: Transmittals).

    • Submitted For: Mark the checkboxes that correspond to the reason the transmittal is being submitted. You have these choices: Approval, Your Use, As Requested, Review and Comment, or Further Processing.

    • Action as Noted: Mark the checkboxes that correspond to the desired action. You have these choices: Out for Signature, Approved as Submitted, Approved as Noted, Submit, Resubmitted, Returned, Returned for Corrections, Resubmit, Due By, Received, Received as Noted, and Sent Date. (Note: It is recommended that you work with your project's management to define the proper use for each of these default actions in your environment). 

  4. 从以下选项中选择：
    • 点击保存以保存传输记录，而不将其通过电子邮件发送给“收件人”和“抄送”字段中的收件人。
      或者
    • 点击保存并发送电子邮件以保存传输记录，并将其通过电子邮件发送给“收件人”和“抄送”字段中指定的收件人。
      将显示传输记录已成功更新横幅。

 

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