Objetivo
Editar uma comunicado na ferramenta Comunicados do projeto.
Fundo
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.
Coisas a considerar
- Permissões de usuário necessárias:
- Para editar qualquer comunicado, permissões de nível "Administrador" na ferramenta Comunicados do projeto.
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- Para editar uma comunicado que você criou, permissões de nível "Padrão" ou superior na ferramenta Comunicados do projeto.
- Informações adicionais:
- As guias "Itens Relacionados", "E-mails" e "Histórico de alterações" ficam visíveis e disponíveis após a criação de um comunicado.
Passos
Editar informações gerais
- Acesse a ferramenta Comunicados do projeto.
- Localize o comunicado desejado na lista. Em seguida, escolha uma destas opções:
- Clique em Editar. Isso abrirá o comunicado no modo de edição.
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- Clique em Visualizar. Isso abrirá a comunicado no modo de visualização. Em seguida, clique em Editar.
- Na área "Informações Gerais", você pode editar os seguintes campos:
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Number: Procore automatically assigns numbers to new transmittals in sequential order. You may change this number as desired.
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Subject: A descriptive subject for the transmittal.
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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.
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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.
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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.
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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).
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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.
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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).
- Escolha entre as seguintes opções:
- Clique em Salvar para salvar a comunicado sem enviar por e-mail aos destinatários nos campos "Para" e "Cc".
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- Clique em Salvar e enviar por e-mail para salvar o comunicado e enviar por e-mail aos destinatários designados nos campos "Para" e "Cc".
O banner comunicado atualizado com sucesso será exibido.
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