添加答复步骤

Master the 'Response Step' for precise control over your project workflows. Configure essential general information, define how decisions are made using options like 'First Responder Decides' or 'Multiple Responders Decide,

Steps

Add a Response Step

  1. Navigate to the Workflow Builder.
    Use these steps when configuring a workflow step in a new or existing workflow.

  2. Under General Information in the Type list, choose: Response Step

    General Information

Add General Information

  1. Name your workflow in Step Name.

  2. Select Response Step in the Type list.

  3. From the Status list, choose one option: Draft, Under Review, Pending Owner Approval, or Revise and Resubmit.

  4. Under Days to Complete, enter the number of days to complete the item and choose Calendar Days or Business Days from the list. This defines how many days the 'Responsible Group' has to complete the workflow step. After the specified period, Procore sends daily reminder emails until the step is completed.

  5. Under Notification Recipients, choose Workflow Manager, Item Creator, and Distribution Group. This defines who receives a notification email when items move to this step in the workflow.

Choose a Decision Type & Manage Assignees

Choose one (1) decision type for each response step you create.


First Responder Decides

While this step can have multiple assignees, only a single response is needed to advance the workflow to the next step.

Example

You want two (2) employees to review the workflow step; the first employee to submit a response determines the outcome of the step. For example, you assign the step to the Project Manager or Assistant Project Manager, and one (1) response advances the workflow to the next step.

Click here to view the steps.

  1. "任务分配对象 "卡中,从 决策类型 列表中选择 第一响应者决定 。

  2. 点击管理任务分配对象
    这将打开任务分配对象面板。

    Manage Assignees First Responder Decides
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  3. 任务分配对象下,选择一(1)个选项:

    • 选择任务分配对象角色列表中选择一个现有角色。

    • 点击创建自定义角色,输入自定义角色标签,然后点击保存角色。例如,输入项目经理、助理项目经理或其他角色。在项目级别配置中将用户分配给角色。

  4. "任务分配对象"面板中,点击保存


Multiple Responders Decide

While this step can have multiple assignees, various responses are possible. You can configure which combination of responses advances the workflow to the next step.

Example

You want two (2) employees to review the workflow step; both employees must submit a response to determine the outcome of the step. For example, you assign the step to the Project Manager and Assistant Project Manager, and two (2) responses advance the workflow to the next step.

Click here to view the steps.

  1. 任务分配对象 卡中,从 决策类型 列表中选择 多个答复者决定 。

  2. 在出现的消息中,点击更改决策类型

  3. (可选)选择一(1)个选项:

    • 标记仅由所需答复者决定框。只有当所有必需任务分配对象都做出答复时,工作流才会推进。这是系统的默认设置。

    • 清除框中的复选标记。只有当所有任务分配对象都做出答复时,工作流才会推进。

  4. 点击管理任务分配对象
    这将打开"任务分配对象"面板。

    Manage Assignees First Responder Decides

  5. 任务分配对象列表中,选择一(1)个选项:

    • 选择任务分配对象角色列表中选择一个现有角色。

    • 点击创建自定义角色,输入自定义角色标签,然后点击保存角色。例如,输入项目经理、助理项目经理或其他角色。在项目级别配置中将用户分配给角色。

  6. "需要答复" 列表中,选择一(1)个选项:}:

    Multiple Responders Decide Assignees

    • 对于在项目项上分配给个人的角色:*必填。需要来自任务分配 对象的答复。*不需要。不要求任务分配 对象答复。

    • 对于在项目项中分配给多个个人的角色:*无成员。不需要角色组的任何成员答复。*至少一名成员。需要至少一名角色组成员答复。*所有成员。需要角色组的所有成员答复。

  7. "任务分配对象"面板中,点击保存

Configure Responses

Responses determine how the system advances the workflow to the next step. You can configure the workflow to proceed using a single response or multiple responses.

Click here to view the steps.

保存模板

  1. 答复卡中,从如有需要由答复者决定列表中选择所需的答复。系统的默认选项是批准拒绝返回。要配置自定义答复,请参阅创建和管理自定义工作流答复

  2. 转到步骤框中,选择要创建的步骤类型:

    • 答复步骤

    • 条件步骤

    • 结束步骤(成功)

    • 结束步骤(失败)

  3. 输入步骤名称

    Responses

  4. 点击创建新步骤

  5. "否则转到步骤" 框中,选择 新答复步骤 并点击 添加步骤 。<

    Otherwise Go To Step

  6. 创建步骤框中,选择要创建的步骤类型。

    Otherwise Create New Step
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  7. 输入步骤名称

  8. 点击创建新步骤