Manage Draft Messages for Workforce Planning
Objective
To manage draft messages for Workforce Planning.
Background
You can draft messages to be sent to people that you manage in Workforce Planning. This tutorial shows how to view, send, edit and delete draft messages.
Things to Consider
- Required User Permissions:
- To send messages, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with the 'Create Messages' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning. - To receive messages via email, people must have the Enable Email tickbox selected and an Email Address entered in their personal information on the People List. See Edit People in Workforce Planning.
- To receive messages via SMS, people must have the Enable SMS tickbox selected and a Phone Number entered in their personal information on the People List. See Edit People in Workforce Planning.
- To send messages, 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Additional Information:
- Messages sent in Workforce Planning will NOT appear in Emails in Procore.
- Message and data rates may apply when sending or receiving SMS messages.
- Messages that are only visible to you have a lock icon.
- Draft messages that are only visible to you have a lock icon.
- Deleted messages are permanently removed from Workforce Planning and cannot be recovered.
Prerequisites
Steps
You can manage your draft messages in four (4) ways:
View a Draft Message
To view a draft message, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Drafts.
- Click the draft to view.
Note: Individual drafts are created for each recipient.
Send a Draft Message Now
To edit a draft message, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Drafts.
- Click the message to send now.
- Optional: Edit the message.
- Subject. Enter the subject of the message.
- Message. Enter your message.
- Click Add Recipients and select the person to send the message to.
Notes:- You can repeat this step to add additional recipients.
- If you need to remove a recipient, click the remove icon next to their name.
- Mark the tickbox 'All Users Can See This Message' if you want all users to be able to access the message in the Messages tool.
Note: The option can only be edited if the originally-drafted message had the tickbox marked. See Send a Message for Workforce Planning.
- Move the toggle for 'Schedule Delivery' to the OFF position.
- Click Send Now.
Edit a Draft Message
To edit a draft message, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Drafts.
- Click the message to edit.
- Edit the message.
- Subject. Enter the subject of the message.
- Message. Enter your message.
- Click Add Recipients and select the person to send the message to.
Notes:- You can repeat this step to add additional recipients.
- If you need to remove a recipient, click the remove icon next to their name.
- Mark the tickbox 'All Users Can See This Message' if you want all users to be able to access the message in the Messages tool.
Note: The option can only be edited if the original draft had the tickbox marked. See Send a Message for Workforce Planning.
- Programme Delivery. Select whether the message is programmed for delivery.
- Leave the 'Schedule Delivery' in the ON position and enter the date and time for the programmed message to be sent. Then click Programme.
OR - Move the toggle for 'Schedule Delivery' to the OFF position to un-schedule the message. Then click Save to save it as a draft.
- Leave the 'Schedule Delivery' in the ON position and enter the date and time for the programmed message to be sent. Then click Programme.
Delete a Draft Message
To delete a draft message, follow these steps:
- Navigate to the Company level Workforce Planning tool.
- Click Communications and select Messages.
- Click Drafts.
- Click on the message you want to manage.
- Click Delete.