Support Home > Products > Procore > Procore User Guide > Project Level > RFIs > Tutorials > Respond to an RFI

Respond to an RFI

 

Objective

To reply to an RFI (request for information) using Procore's RFIs tool, email, and mobile devices (Android or iOS).

Things to Consider

  • Required User Permission:
    • To submit a reply to an RFI via email, Procore, or using supported mobile device:
      • 'Admin' level permission on the project's RFIs tool.
        OR
      • 'Standard' level permission or higher on the project's RFIs tool.
        AND
      • You must be a member of the RFIs distribution list. 
    • To reply to an RFI via email only:
      • 'Read Only' level permission or higher on the projects RFIs tool.
        AND
      • You must be a member of the RFI's distribution list. See Create an RFI.
  • Requirements:
    • Procore sends an automated email notification to these users when an RFI is created or updated, as well as when individuals use the steps below to reply to an RFI.
  • Supported Platforms:
    • Procore Web
    • Procore for Android
    • Procore for iOS

Steps

  • There are three different ways to respond to an RFI. Each of these methods will log the response in the project's RFIs tool.
  1. Reply via Email
  2. Reply via Procore
  3. Reply via Mobile Device
  • After a response is submitted by the RFI's Assignee, the system shifts the Ball in Court back to the RFI Manager and notifies Distribution list members with an automated email response. 
    Note: Users with 'Read-Only and 'Standard' level permission who are not on the RFIs distribution list, will neither be notified nor able to view unofficial responses.

Reply via Email

The easiest way to respond to an RFI is to simply reply to the email with your response/answer. Sending a response is no different than replying to any other email you receive. 
 

rfi-reply-e,ao;.png
 

  1. From your email client, reply to the email and enter your response into the body of the email message.
  2. Click Send. (Note: Procore will automatically log the response and any attachments as a response in Procore.)
    Notes:
    • If your email client has a customized format, it will NOT maintain its form in Procore.
    • The system saves a copy of the response in the project's RFIs tool.
    • The system sends an email notifying the RFI Creator, RFI Manager, and members of the Distribution list that the person has submitted a response to the RFI.

Reply via Procore

reply-via-procore-rfi.png
 

  • In the email, click the View Online text link. The provided link will open the RFI directly in Procore. (Note: If you are currently not logged in to Procore, you will need to first log in.)
  • (Navigate to the project's RFIs tool; click View next to the RFI you wish to respond to.) 
  • Scroll down to the "Reply" section, and enter your response. (Note: Previous replies will appear with the newest at the top.)
  • (Optional) Add attachments by clicking Add File(s). If you are using Chrome or Firefox as your web browser, you can also drag and drop files directly into the grey box.
  • Click Reply.

Reply via Mobile Device

You can also respond to an RFI using Procore's iOS or Android mobile applications. 

reply-rfi-mobile.png
 

  1. Enter a response in the designated text area.
  2. (Optional) Add a picture as an attachment by clicking on the photo icon.
  3. When finished, click the reply icon or button. (Note: Procore will automatically log the response and any attachments as a response.)

Next Steps​

  1. 'Admin' users can now review the response and close the RFI, if necessary, by clicking the Close RFI button. (Note: An RFI can only be closed by logging into Procore; you cannot close an RFI via email.) For more information, see Close an RFI.)
  2. If necessary, 'Admin' users can reassign the RFI to a new person by clicking the RFI's Edit button and selecting a new user in the "RFI Overview" screen.
  3. If there are multiple responses to an RFI, 'Admin' level users can choose an "Official Response" for an RFI so that all stakeholders know the chosen response by the project manager. See Choose an "Official Response" for an RFI
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Last modified
10:35, 12 Apr 2017

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