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Manage Archived Messages for Workforce Planning

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Objective

To manage messages that were starred for Workforce Planning.

Background

You can send messages to people that you manage in Workforce Planning. This tutorial shows how to view, un-archive, and delete archived messages.

Things to Consider

  • Required User Permissions:
    • 'Read Only' permissions or higher on the Workforce Planning tool.
  • Additional Information:
    • Messages sent in Workforce Planning will NOT appear in Emails in Procore.
    • Messages that are only visible to you have a lock icon-private-wfp.png icon.
    • Deleted messages are permanently removed from Workforce Planning and cannot be recovered

Steps

You can manage sent messages in three (3) ways:

View an Archived Message

To view sent messages, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
  3. Click Archived.
  4. Click the message to view.
    You can see the message that was archived and any replies.

Unarchive a Message

To archive a message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
  3. Click Archived.
  4. Click the message to unarchive.
  5. Click Unarchive.
    Note: Unarchived messages can be seen in the Inbox of your Messages tool. See Manage Your Inbox for Workforce Planning.

Delete an Archived Message

To delete a message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
  3. Click Archived.
  4. Click the message to delete.
  5. Click Delete.
 Caution
Deleted messages are permanently removed from Workforce Planning and cannot be recovered.