送付伝票に項目を追加する
目的
プロジェクトの送付伝票ツールを使用して送付伝票に項目を追加すること。
考慮すべきこと
- 必要なユーザー権限:
- 既存の送付伝票を編集するには、プロジェクトの送付伝票ツールに対する「管理者」レベルの権限が必要です。
- 送付伝票の作成時に項目を追加するには、プロジェクトの送付伝票ツールに対する「標準」レベル以上の権限が必要です。
- 追加情報:
- PDF またはその他の文書の添付書類を送付伝票に添付する場合は、[案件] の下の [形式] ドロップダウン リストから [ 文書]、[ プラン]、[ 印刷物]、[ サンプル]、または [施工図] のいずれかを選択すると添付できます。
背景
送付伝票ツールを使用すると、ファックスや配送で他のユーザーに送信されたプロジェクト情報の記録を保持できます。送付伝票を作成して送信すると、送信者、受領者の名前、関連する日付など、すべての送付伝票情報が取得され、Procore プロジェクトに保存されます。たとえば、ユーザーの電子メール システムがダウンしていて、正式な応答を送信する唯一の方法はファックスまたは電話であるとします。このような場合、送付状を使用して、履歴記録と監査の目的で、Procore 内でこれらの通信を適切に追跡できます。
ステップ
- In the New Transmittal page, scroll down to the Items area.
- Select an item from the Format drop-down list.
Notes:
- You can add multiple items to a transmittal.
- When adding items to a transmittal, the system lets you attach multiple files at once for these formats: Documents, Plans, Prints, Samples, and Shop Drawings. See How do I attach multiple files at once to a transmittal?
Depending on the Procore tools that are enabled in your environment, you may have these options:
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Attic Stock: Select this option to create a transmittal for any attic stock Then enter a description, select a date from the calendar, and enter the number of copies.
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CDs: Select this option to create a transmittal for a compact disc. Then enter a description, select a date from the calendar, and enter the number of copies.
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Commitment Contract: Select this option to create a transmittal for subcontract (see Create a Subcontract). Next, select a subcontract from the Description list, the date of the subcontract is captured automatically, and then enter a number of copies.
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Communication: Select this option to create a transmittal for an email message in the project's Emails tool.
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Document: When you select this option, the system prompts you to select a document from the project's Documents tool.
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Other: To create a different type of submittal, select this option. Then enter a description, select a date from the calendar, and enter a number of copies.
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Plans: Select this option to create a transmittal for any construction plans. Then enter a description, attach any files to the item, select a date from the calendar, and enter a number of copies.
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Potential Change Order: When you select this option, the system prompts you to select a potential change order from the project's Prime Contracts tool.
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Prime Contract: When you select this option, the system prompts you to select a contract line item from the project's Prime Contracts tool.
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Prints: Select this option to create a transmittal for prints. Next, enter a description of the print(s), attach a file of the print, select a date from the calendar, and enter a number of copies.
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Punch List Item: When you select this option, the system prompts you to select a punch list item from the project's Punch List tool.
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Purchase Order Contract: Select this option to create a transmittal for a purchase order (see Create a Purchase Order). Then select a purchase order from the Description list, the system sets the date automatically, and enter a number of copies.
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RFI: When you select this option, the system prompts you to select an RFI from the project's RFIs tool.
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Samples: Select this option to create a transmittal for a sample. Then type a description of the sample, attach a file to the item, select a date from the calendar, and enter a number of copies.
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Shop Drawings: Select this option to create a transmittal for shop drawing. Then type a description of the shop drawing, attach a file to the item, select a date from the calendar, and enter a number of copies.
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Submittal Log: Select this option to create a transmittal for a submittal. Then select a submittal from the Description list and specify the number of copies.
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Submittal Package: When you select this option, the system prompts you to select a submittal package from the project's Submittals tool.
- Click Add.
Note: If you attached multiple files to the transmittal, each file is added as a separate line item.
- Repeat the steps above to add additional line items.
The illustration below shows you an example of a completed Items area.
Note: The system does NOT permit you to edit existing items. If you need to correct an item, click the RED 'x' to delete it. Then add the item again.
- Continue with Add Comments to the Transmittal.
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