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Procore

What is a 'Draft' RFI?

Answer

In Procore, users with 'Standard' or 'Admin' level permission on the RFIs tool have the ability to create a new RFI in the 'Draft' status. For 'Admin' users, the ability to create a 'Draft' is an option. For 'Standard' users, all RFIs are automatically created in the 'Draft' status and then sent for review. 

How to Create a 'Draft' RFI as a User with 'Admin' Level Permission

When you are ready to save the RFI in the 'Draft' status in the new RFI page, click the Save as Draft button shown below. 

create-as-draft.png

How to Create a 'Draft' RFI as a User with 'Standard' Level Permission

When you are ready to save the RFI in the 'Draft' status in the new RFI page, click the Send for Review button shown below. The system automatically saves the RFI in the 'Draft' status so it can be reviewed by the person you designated as the RFI Manager (or another user with 'Admin' level permission on the RFIs tool). Ball in Court responsibility for the RFI then shifts to the RFI Manager, so he or she can review the RFI. standard-create-draft.png

 

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