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Procore

Create 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 create a General Correspondence using the Correspondence Tool.

Background

You can use the Correspondence tool to create a correspondence item that is based on a specific correspondence type, such as a General Correspondence. This article will use General Correspondence as the correspondence type for the correspondence item creation tutorial, however you can replace the 'General Correspondence' name throughout this tutorial with any other correspondence type you create to learn how to create a correspondence item for that correspondence type. Additionally, you can set a correspondence to private to limit the amount of collaborators who have access to a correspondence.

Things to Consider

Required User Permission:

  • 'Standard' or 'Admin' level permission on the project's Correspondence tool.

Prerequisites:

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click + Create and from the dropdown list select General Correspondence.
    correspondence-create-general-correspondence.png
  3. On the New General Correspondence page, complete the form with the desired information.
    Note: An asterisk (*) denotes a required field. 
    • Number: This is the unique number to identify this correspondence item. The prefix and number will display in the correspondence in the list view, when linked to other tools, as well as any other location where the correspondence item is listed.

    • *Status: Select one of the following options:

      • Closed: The correspondence has been closed.

      • Open: The correspondence is open.

      • Custom Status: You can select a custom status. (See create a custom status)
        Note: You cannot select items in Draft status.

  • Subject: The subject is a title of the correspondence item which will display in the correspondence in the list view, when linked to other tools, as well as any other location where the correspondence item is listed.

  • Assignees: Assign responsibility for responding to a general correspondence to one or more project team members from the users in the Directory. Add users with 'Read-Only' level permissions or higher to the distribution list. Depending on the user's permission level, they can respond to the correspondence.

  • Due Date:  Enter or select a date from the calendar for the response to be due. This field is only visible and available to users with 'Admin' level permissions on the project's correspondence tool.

  • Location: Select the location pertaining to the correspondence from the drop-down list. 
    Note: If Procore is configured to allow users to create locations (see Allow or Disallow Users to Create Locations Within a Tool), you can click the Create a New Location button at the bottom of the list. 

  • Private: Select Private to make the correspondence private. Private correspondences are only visible to the correspondence's creator, the user listed in Received From, the users listed in Assignees, the users listed in Distribution, and users with company or project level 'Admin' permissions.

     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.
  • Received From: Similar to 'CC' on emails, add people who are not directly responsible, but should be aware of this General Correspondence. Add users with 'Read-Only' level permissions or higher to the distribution list. Depending on the user's permission level, they can respond to the correspondence.

  • Distribution: Add users with 'Read-Only level permission or higher to the distribution list. Depending on the user's permission level, they can respond to the correspondence.

  • Description: Provide details about the General Correspondence you want to communicate.

  • Attachments: Attach the applicable files you want to include in your communication of this General Correspondence.

    Click one (1) of these buttons:

    • Save as Draft. If you want to save your work in a Draft version that can be issued out to the users listed on the General Correspondence at a later date, click this button.

      OR

    • Create and Issue. If you want to issue this communication to the users listed on the General Correspondence who will be notified via email, click this button.

 

See Also