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查看传输记录

目标

使用项目的传输记录工具查看传输记录

需要考虑的事项

  • 所需用户权限:
    • 查看未标记为“私密”的传输记录:
      • 项目传输记录工具的“只读”或更高级别权限。
  • 其他信息:
    • “私密”传输记录仅对其创建者、添加到传输记录的“收件人”或“抄送”字段的用户以及具有项目传输记录工具的“管理员”级别权限的用户可见。

先决条件

步骤

  1. 导航到项目的传输记录工具。

    view-transmittal-11-14-17.jpg

    表中的每一行代表一个传输记录,各列显示以下信息:
    • (#) Number: Shows the transmittal number. 

    • Subject: A descriptive subject for the transmittal.

    • Created Date: The date the transmittal was first created in the system. 

    • Email Sent Date: The date the transmittal was sent to the recipients (i.e., the people and distribution groups designated in the 'To' and 'Cc' fields). 

    • To: A list of people, including distribution groups, from the project's Directory. The transmittal is assigned to the listed individual(s).

    • CC: A list of people, including distribution groups, from the project's Directory.

    • Action As Noted: A list of any actions noted on the transmittal.

    • Submitted For:  A list of the reason(s) the transmittal is being submitted for.

    • Sent Via: Shows how the transmittal was sent.

  2. 在列表中找到所需传输记录。然后点击查看
    这将在查看模式下打开所选传输记录。

 

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.