伝達ツールから始める
概要
伝達ツールの紹介
伝達ツールは非常に柔軟性が高いため、電子メールの外部に格上げして代わりに正式な Procore 記録システムで維持したいほぼすべての通信を管理するために使用できます。
以下は、現在の顧客による伝達ツールの使用方法に基づいて、伝達ツールで何ができるかについてのアイデアです。
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構成
通信タイプを作成する
フィールドのセットの作成と適用
考慮すべきこと
- このステップでは、どの情報 (またはデータ フィールド) をこの伝達タイプに関連付けるかを決定します。追加するフィールドは、プロジェクトチームが実際のプロジェクトでこの伝達タイプを使用するときに「実際に」どのような情報を収集するかを決定します。例えば、この伝達タイプには期日、添付書類フィールド、または費用への影響を文書化する場所が必要ですか?
- フィールドを「必須」または「オプション」としてマークしたり、完全に非表示にしたりできます。
- カスタム フィールドを追加して、フィールドのセットをさらにカスタマイズできます。
- さまざまなプロジェクトの種類のデータ ニーズの変化に対応するために、特定の伝達タイプに対して複数の異なるフィールドのセットを作成できます。
ステップ
伝達タイプを作成したら、その伝達タイプのフィールドのセットの作成を完了できます。
フィールドのセットの設定を更新
以下のステップ６から始めてください:
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click the tool you want to create configurable fieldsets for.
- Click the Fieldsets tab.
Note: Tools without other settings in the Company level Admin tool will open to this page automatically. - Click Create Fieldset and if required, select the fieldset type.
- Enter a name for the fieldset, then click Create.
- On the 'Edit Fieldset' page, each field name has the following options:
- Click the toggle to the ON
position to make the field visible in the section.
OR
Click the toggle to the OFF
position to hide the field in the section.
Note: A
icon indicates that the field is visible by default and cannot be changed to hidden. - Mark the 'Required' checkbox to designate the field as required.
OR
Clear the 'Required' checkbox to designate the field as optional.
Notes:- Fields without a checkbox are optional by default and cannot be changed to required.
- A gray marked checkbox
indicates that the field is required by default and cannot be changed to optional.
- Click the toggle to the ON
- Optional: If available, click Create Section to create a new section. See Create Custom Sections.
- Click Save.
- In the 'Apply changes to [#] project(s)?' window, click Assign Projects to add the fieldset to projects.
- In the 'Assign Projects' window, mark the checkbox next to each project you want to apply the fieldset to and click Update.
- In the 'Apply changes to [#] project(s)?' window, click Confirm.
- Optional: To set a fieldset as the default for new projects, click the
icon at the end of its row on the 'Fieldsets' tab and select Set as New Project Default.
Note
Projects created from a project template that includes fieldsets will inherit the fieldsets from the project template instead of your company's default fieldsets. See Configure a Project Template.
オプション: フィールドのセットにカスタム フィールドを追加します。
以下のステップ３から始めてください:
- Click the Fieldsets tab.
- Click Edit next to the fieldset you want to add the custom fields to.
OR
Click Create New to create a new fieldset. See Create New Configurable Fieldsets. - Optional: Add the field to a custom section. See Create Custom Sections and What are custom sections and which Procore tools support them?
- Scroll toward the bottom of the page and click Add Custom Field.
- Click Create New.
- Complete the following information for the new field:
- Field Name: Enter a name for the field.
- Field Type: Select the type of field you want to create.
Note: Some field types may not be available for all tools.Expand or Collapse Field Type Options
- Checkbox: The field will be a checkbox that can be marked or cleared.
- Company: The field will be a drop-down menu that allows users to select a Company from the Project Directory.
- Date: The field will allow the user to select a calendar date.
- File Uploads: The field will allow attachments to be added from supported tools in Procore or the user's computer.
- Location: The field will be a drop-down menu that allows users to select an existing location.
- Multi Select: The field will be a drop-down menu that allows users to select multiple values.
- Number: The field will allow a number value to be entered.
Note: When a user enters a number into a 'Number' custom field with no decimal value or with two zeroes after a decimal point, PDF exports with the field will show a decimal value of .0 for the number. For example, if a user enters 123 or 123.00, the PDF export will show the number as 123.0. - Plain Text (Short): The field will be a free text field.
- Project Directory User (Multi Select): The field will be a drop-down menu that allows users to select one or more users from the Project Directory.
- Project Directory User (Single Select): The field will be a drop-down menu that allows users to select a user from the Project Directory.
- Read Only Entry: The field will allow you to type a message, such as instructions, in the text box, which will be visible on an item.
- Rich Text (Long): The field will be a rich text field that supports paragraphs to allow longer responses and bold, italic, and underlined text.
- Single Select (Dropdown): The field will be a drop-down menu that allows users to select one value.
- Tool User (Single Select): The field will be a drop-down menu that allows users to select a user with 'Read Only' or higher permissions to the tool.
- Date / Time: The field will be a combination of a calendar menu and a time of day entry.
- For Multi Select and Single Select field types, complete the following steps to add options:
- Click Add Options.
- Enter the option in the field.
- For each additional option needed, click Add Option and enter the option.
- Click Save Options.
- Click Done.
- Click Create and the field will automatically be added to the bottom of the fieldset.
- Click the toggle to the ON position to make the custom field visible in the section, or click to the OFF position to hide the custom field.
- If the custom field should be required, mark the 'Required' checkbox. Otherwise, the field will be optional.
- Click Save.
- If the fieldset is already applied to one or more projects, click Apply to Existing.
OR
If you have just created a new fieldset, click Assign Projects and begin at step 3 of the Apply a Fieldset with Custom Fields to Projects section below. - Optional: Click and drag on the reorder grip
icon to rearrange the order that the custom fields will appear on a fieldset.
Note: Procore Standard fields cannot be reordered.
オプション: カスタム セクションをフィールドのセットに追加してカスタム フィールドを整理します
以下のステップ５から始めてください:
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click the tool you want to create a custom section for.
- Click Fieldsets.
- Click Edit next to the fieldset you want to add a custom section to.
OR
Click Create New to create a new fieldset. See Create New Configurable Fieldsets. - Click +Add Section.
- In the 'Add Section' window, enter a name for the section and click Add.
- To add one or more custom fields to the new custom section, click Add Custom Field under the custom section's name.
- Click Choose from Existing to add an existing custom field.
OR
Click Create New to create and add a new custom field. See Create Custom Fields Within a Fieldset. - Repeat steps 5-8 to add more custom sections.
- Optional: To rearrange custom sections, follow these steps:
- Hover your cursor next to the custom section until the grip icon displays.
- Click on the grip icon and drag the custom section above or below another custom section.
- Hover your cursor next to the custom section until the grip icon
- Optional: To move a custom field to a different custom section, follow these steps:
- Hover your cursor next to the custom field until the grip icon displays.
- Click on the grip icon and drag the custom field above the Add Custom Field button in the custom section you want to move it to.
- Hover your cursor next to the custom field until the grip icon
- Click Save.
フィールドのセットの作成を完了してプロジェクトに適用する
-
１つ以上のカスタム フィールドをフィールドのセットに追加した後、[保存] をクリックします。
- 「[No.] プロジェクトに変更を適用しますか?」ウィンドウ:
重要
少なくとも１つの伝達タイプが作成され、少なくとも１つの伝達タイプ フィールドのセットがプロジェクトに適用されるまで、伝達ツールはプロジェクトに表示されません。- [既存に適用] をクリックして、フィールドのセットがすでに適用されているプロジェクトのフィールドのセットに対する変更を保存します。
又は - [プロジェクトの割り当て] をクリックして、プロジェクトにフィールドのセットを追加または削除します。
- 「プロジェクトの割り当て」ウィンドウで、フィールドのセットを適用する各プロジェクトの横にあるチェックボックスをオンにして、[更新] をクリックします。
- 「[No.] プロジェクトに変更を適用しますか?」ウィンドウで、[確認] をクリックします。
- [既存に適用] をクリックして、フィールドのセットがすでに適用されているプロジェクトのフィールドのセットに対する変更を保存します。
- 随意：フィールドのセットを新しいプロジェクトの既定として設定するには、「フィールドのセット」タブの行の最後にあるアイコンをクリックし、[新しいプロジェクトの既定として設定] を選択します。
権限を調整する
プロジェクトで詳細設定を構成する
プロジェクトレベルで伝達タイプごとに構成できる追加の設定があります。これらの設定を使用して、次のことができます。
- 期限を過ぎた項目の電子メールでのリマインダー通知を有効にする
- 既定の配信先リストを定義する
- 自動応答期日を設定する
- 既定の説明を追加する
ステップ
Tab Settings
- Navigate to the project's Correspondence tool.
- Click the Configure Settings
icon and select the correspondence type you want to configure settings for. - Click Tab Settings in the sidebar.
- Complete the following as necessary for your project:
Note: Users who create or edit a correspondence item using this correspondence type can change the Distribution, Due Date, and Description fields for individual items.- Default Distribution: Select one or more users or distribution groups from the drop-down menu. Click the
icon next to a user's name if you want to remove them from this list.
Note: Users must have 'Read Only' level permissions or higher on the correspondence type to be added to this list. See Grant Granular Permissions in a Project Permissions Template. - Responses will be due: Enter a number for the default working days after which a response will be due.
- Default Description: Enter a default description to add to items created using this correspondence type.
- Email Settings: Mark or clear the checkboxes under each user role to determine who will receive the email notifications for each Email Event. See Who receives correspondence item emails and push notifications? for more information.
Note: Some email settings are configured on the Company level and affect all projects. For example, the checkbox 'Send Email Reminders for Overdue Items' is described in Create a New Correspondence Type.Important
If a custom Correspondence self-serve workflow is used on a project, correspondence item email notifications for that project are managed through the workflow configuration settings instead. See What email notifications are sent from workflows?
- Default Distribution: Select one or more users or distribution groups from the drop-down menu. Click the
- Click Update to save your changes.
Permissions Table
- Navigate to the project's Correspondence tool.
- Click the Configure Settings icon and select the correspondence type you want to view user permissions for.
- Click Permissions Table in the sidebar.
The User Permissions table displays for the correspondence type.- The green checkmark
icon indicates the permission level the user has been granted on the correspondence type: 'None', 'Read Only', 'Standard', or 'Admin'. - The red
icon indicates which permission levels are not assigned to the user. - The gray
icon indicates which permission levels are not assigned to the user and cannot currently be changed since the user has been assigned a project permissions template. To change their permissions in the Project level Directory tool, see Change a User's Permissions in the Project Directory.
Tip
See User Permissions Matrix - Web and User Permission Matrix - Mobile for more information about the different actions that can be performed by users with the permission level you select.
- The green checkmark
- To change a user's permission level on the correspondence type when they do not have a project permissions template assigned, click the red icon for the permission level you want to grant to the user.
The red icon is replaced with green checkmark icon and the user's permission level to the correspondence type is automatically saved.