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Procore (en-GB)

Create and Link a New Correspondence Item from a Correspondence Response

Objective

To create and link a new correspondence item from a correspondence response on an existing correspondence item.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or 'Standard' level permissions on the correspondence type to be used to create the new item with the 'Create Item' granular permission enabled on your permissions template.
      OR
    • 'Admin' level permissions on the correspondence type to be used to create the new item.
  • Additional Information:
    • Some information from the source correspondence item is automatically included when a new correspondence item is created from its response.
    • Correspondence items created from responses on 'Private' correspondence items are not automatically set as 'Private'.

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click the List tab.
  3. Click the Number or Subject link for the correspondence item with the response you want to create and link a new correspondence item to.
  4. In the Activity section, locate the response you want to create and link a new correspondence item to.
  5. Click Create & Link and select the correspondence type you want to use from the drop-down menu.
    You are redirected to the New [Correspondence Type] page for your new correspondence item.
    The following fields automatically include the following information:
    • The Subject field includes the source correspondence item number and the source response number.
    • The Assignee field includes the person who posted the source response.
    • The Description field includes the source response number, the name of the person who posted the source response, the timestamp of the source response, and the full text of the source response.
    • The Attachments includes any attachments that were uploaded in the source response.
  6. Optional: Update the information in the Subject, Assignee and Description fields as necessary.
  7. Finish creating the correspondence item. See Create a Correspondence Item.
    The Links section is visible when viewing the newly created correspondence item and includes a link to the source correspondence item. The Links section on the source correspondence item includes a link to the new correspondence item.