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Procore

Change the Status of a Correspondence Item

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Objective

To change the status of a correspondence item.

Background

When editing a correspondence item, you can change its status. If the items associated with the correspondence item have been completed and you want to close it, choose the Closed status. 

Things to Consider

  • Required User Permissions:
    • To edit any correspondence item:
      • 'Admin' 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: 
  • Additional Information:
 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.

Steps

  1. Navigate to the project's Correspondence tool. 
  2. Locate the correspondence item you want to change the status of. 
  3. Click Edit. 
  4. Select a status from the Status list:
    • Draft: Indicates that the correspondence item is in draft mode and has not been issued. 
    • Open: The correspondence is open.
    • Closed Successful: The correspondence is closed and was successful. 
    • Closed Unsuccessful: The correspondence is closed and was unsuccessful or not approved. 
    • Custom Status: You can select a custom status if any were created. See Manage Custom Statuses for Correspondence Types.
  5. Click Save.

See Also