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Procore

Email Forward an RFI

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Objective

To forward an RFI (as an email notification) from the Project level RFIs tool.

Background

The built-in email functionality in the RFIs tool gives you the ability to forward an RFI to other users, that are typically not included in the current workflow, as needed. (Note: The email will be sent from the Procore platform.)

For example, once an RFI is closed, you may need to notify additional parties, such as the responsible contractor (who may not have been notified when the RFI was closed), to inform them of the official answer/response to the RFI. The ability to email an RFI is a manual, on-demand action that you can perform, at your own discretion. For example, you may not want the responsible subcontractor to receive an automated email notification as soon as an RFI is closed because you do not want want them to make the incorrect assumption that the "answer" to the RFI or change in scope has already been approved.

Things to Consider

  • Required User Permissions:
    • 'Standard' and 'Admin' level permissions on the Project level RFIs tool.
  • Supported Platforms:
    • Procore for Android
    • Procore for iOS

Demo

email-rfi.gif

Steps

  1. Navigate to the project's RFIs tool.
    This opens the RFIs page. 
  2. Locate the desired RFI in the list. Then click View.
    This opens the RFI in view mode. 
  3. Click the Email button.
    This opens the Forward RFI page. 
  4. Add your desired recipients in the To and/or CC fields.
    Note: As the sender, your profile's email address is automatically added to the CC field.
  5. Set user access to the message as follows:
    • To restrict access to this message, mark the Private checkbox.
      OR
    • To permit users with 'Read-Only' and 'Standard' level permission to view the message (i.e., using the 'Email' sub tab of the RFI), remove the mark from the Private checkbox.
  6. In the Subject box, accept the default subject line or write your own.
  7. In the Attachments area, attach any relevant files to the message.
  8. In the Message box, type your desired message. This field corresponds to the body of the email message. 
  9. Click Send.
    The system sends the designated recipients an email, which is pictured below. The subject line of the email using this format: FW: RFI: #{#}: {Subject}

    rfi-email-example.png

 

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