目的
プロジェクトの送付伝票ツールで 送付伝票 を編集すること。
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.
考慮すべきこと
- 必要なユーザー権限:
- 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。
又は
- 作成した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「標準」レベル以上の権限が必要です。
- 追加情報：
- 「関連項目」、「電子メール」、および「変更履歴」タブは、送付伝票の作成後に表示され、使用できるようになります。
ステップ
一般情報の編集
- プロジェクトの送付伝票 ツールに移動します。
- リスト内で目的の送付伝票を見つけます。次に、次のオプションのいずれかを選択します。
- [編集] をクリックします。これにより、送付伝票が編集モードで開きます。
または
- [ 表示] をクリックします。これにより、送付伝票が表示モードで開きます。次に、[ 編集] をクリックします。
- 「一般情報」領域では、以下のフィールドを編集できます。
-
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).
- 次のオプションから選択します:
- [保存 ] をクリックして、送付伝票を「宛先」および「Cc」フィールドの受領者に電子メールで送信せずに保存します。
又は
- [ 保存して電子メール ] をクリックして送付伝票を保存し、[宛先] フィールドと [CC] フィールドで指定した受信者に電子メールで送信します。
[送付伝票が正常に更新されました] バナーが表示されます。
.