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Procore

Change the Status of a Correspondence Item

 Early Access
The following documents describe functionality that is currently not available in all accounts. Please contact your Procore Account Manager for more information.

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 Permission:
    • To edit any correspondence, 'Admin' permission on the project's Correspondence tool.
    • To edit a correspondence that you created, 'Standard' or 'Admin' permissions on the Correspondence tool. 
    • To edit a correspondence for which you are the Assignee, 'Standard' permission on the Correspondence tool.
  • Additional Information:
    • Correspondence type custom status, such as 'Due Date' and 'Status', can be quickly modified from the correspondence type's project level advanced settings page. See Configure Advanced Settings: Correspondence.
    • When a correspondence is in 'Closed' status, the system will no longer send automated email notifications for that correspondence. 
 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.
      Note: This is the default status. 
    • Open: Indicates that the correspondence item has been issued.
    • Closed: Indicates the correspondence item has been reviewed and any related work has been successfully completed. 
  5. Click Save.

See Also

 

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