Modifier le statut d’un élément de correspondance
Fond
Lorsque vous modifiez un élément de correspondance, vous pouvez changer son statut. Si les éléments associés au document de correspondance ont été complétés et que vous souhaitez le fermer, choisissez le statut Fermé .
Éléments à prendre en compte
Required User Permissions:
To edit any correspondence item:
'Standard' level permissions on the item's correspondence type.
To edit a 'Draft' correspondence item that you created:
'Standard' level permissions on the item's correspondence type.
OR'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on your permissions template.
To edit an 'Open' correspondence item that you created:
'Standard' level permissions on the item's correspondence type.
OR'Read Only' level permissions on the item's correspondence type with the 'Edit Open Items They Created' granular permission enabled on your permissions template.
Additional Information:
If Procore was asked to enable the 'non-editable' setting at the company level, only 'Draft' correspondence items are editable, regardless of user permissions. Consider creating and linking a new item instead.
If you have been assigned or associated to a correspondence item and you want to add a response to the item, see Respond to a Correspondence Item.
If a workflow is applied to the item, and the item is issued, the following fields are auto-populated with the workflow information: Status, Due Date, Assignees, and Distribution Member. Also, the 'Post Response and Change Status' button is no longer available unless 'Responses' are enabled on the fieldset.
Email notification information:
Editing an 'Open' correspondence item results in an email notification to the item's creator and anyone in the 'Assignee', 'Distribution Member', or 'Received From' fields, if an admin has enabled 'Updated Item' email notifications for the correspondence type.
Email notifications are sent for all correspondence items until their status is changed to 'Closed'.
See Who receives correspondence item emails and push notifications? for more details.
Note
Users who belong to the same companies as the users listed on the item can also view private items if the General Correspondence type has the granular permission of 'View Private Items Accessible to Users within Same Company' enabled.
Reach out to your Procore point of contact if you wish for Private correspondence items to be hidden from users with 'Admin' level permissions at the company or project level, ensuring they will not have the ability to view or respond to private items unless they are specifically included on the correspondence item. (If your company is based in Australia or New Zealand, this additional level of privacy will be enabled by default).
You can always see who has permissions to private items via the 'Permissions' tab when viewing a correspondence item.