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On or around Groundbreak 2017, Procore is planning to add a new 'RFI Manager' field to the RFIs tool. Similar to the submittal manager field in the Submittals tool, a new RFI Manager role is being introduced to help project teams better manage the RFI process.
In Procore, an RFI manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1) providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and then assigning them to the appropriate member of the design team, who then provides a response to the RFI's question.
Once the RFI manager reviews all the Draft RFIs that have been created and assigned in the RFIs tool, he or she either (1) responds to the RFI or (2) reassigns it to one or more people for a response. When all of the responses are received, the RFI manager then chooses the 'Official Response'. At that point, the RFI can be closed (or, if a change event is needed, see Create a Change Event). The responsible party can also be notified. Below shows you the typical workflow for an RFI manager.
The new 'RFI Manager' role will be introduced to Procore's RFIs tool in two (2) phases1:
On February 16, 2017, Procore added a 'Default RFI Manager' setting in the 'Configure RFI Settings' page of the RFIs tool. Now that the field is deployed in the Procore application, users with 'Admin' level permission to the RFIs tool are required to complete a quick configuration step on all of your company's active Procore projects where the RFIs tool is an active tab on the project.
Important! In Phase 2, the new 'RFI Manager' field will also be added to ALL of your existing RFIs. Procore will use the configuration setting that you selected above to populate the 'RFI Manager' field in your existing RFIs:
On or around Groundbreak 2017, the second phase of the deployment process will be for Procore to activate the 'Default RFI Manager' setting in the Procore application. Once activated, the new 'RFI Manager' field in all of the existing RFIs in your project's RFIs tool will be automatically updated with your project's designated 'Default RFI Manager'.
Phase 2 is also expected to include:
The RFI Manager role will go into affect on all active Procore projects in your company's account where the RFIs tool is configured as an active tab. The implementation of the 'RFI Manager' role is expected to occur on the planned Phase 2 deployment date.
If you have any concerns, questions, or feedback about the upcoming phases of deployment for the 'RFI Manager' role, please email your Procore point of contact or send an email to email@example.com.
1 All deployment dates, phases, and expected features are subject to change without notice. Deployment plans are shared by Procore to give RFI users an idea of the tasks that must be completed by a user at your company with 'Admin' level permission to your project's RFIs tool before the expected deployment of the new RFI Manager role.