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Manage Programmed Messages for Workforce Planning

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Objective

To manage programmed messages for Workforce Planning.

Background

You can programme messages to send to people that you manage in Workforce Planning. This tutorial shows how to view, send, edit and delete programmed messages.

 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Messages sent in Workforce Planning do 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-private-wfp.png icon.
    • Deleted messages are permanently removed from Workforce Planning and cannot be recovered.

Steps

You can manage your programmed messages in four (4) ways:

View a Programmed Message

To view a programmed message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
  3. Click Programmed.
  4. Click on the message to view.

Send a Programmed Message Now

To edit a programmed message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
  3. Click Programmed.
  4. Click on the message to send now.
  5. 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-delete-wfp.png 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-scheduled message had the tickbox marked. See Send a Message for Workforce Planning.
  6. Move the toggle for 'Schedule Delivery' to the OFF position.
  7. Click Send Now.

Edit a Programmed Message

To edit a programmed message, follow these steps:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Communications and select Messages.
  3. Click Programmed.
  4. Click the message to edit.
  5. 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-delete-wfp.png 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 this tickbox marked. See Send a Message for Workforce Planning.
  6. 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.

Delete a Programmed Message

To delete a programmed message, follow these steps:

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