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Procore

Shift the Ball In Court on an RFI

Objective

To shift the Ball In Court responsibility on an RFI to the next person in the RFI workflow.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the RFIs tool.
  • Additional Information:
    • If you want to put the Ball In Court (BIC) person back to the original assignee: First, edit the RFI. Then navigate to the Ball in Court drop-down list and choose Assignees.
    • If you want to change the assignment for the current BIC person to a new assignee (not Creator or RFI Manager), click Edit on the RFI to change the "Assigned To" field to the new assignee who should hold the BIC. (this user must have 'Standard' permissions or above on the RFIs tool). If you have email notifications enabled for when an RFI is re-assigned (see Configure Advanced Settings: RFIs for information on how to enable this), the new assignee will get an email with a link to the RFI in Procore. If this is not enabled, the new assignee will not get an email.
    • If you want to distribute the RFI to someone with 'Read-Only' permissions, you can cancel out of the Edit page and click the Email button in the right pane of the RFI. See Email Forward an RFI for more information.
    • The RFI tool automatically sends an email notification to alert an RFI's BIC person when their required action on an RFI is overdue. 
    • A user can create custom reports with multiple BICs. See Create and View a Custom RFI Report for more information on how to create a custom report.

Demo

shift-bic.gif

Steps

  1. Navigate to the project's RFIs tool. 
    This reveals the RFis page.
  2. Click the Items tab.
  3. Locate the desired RFI. Then click View.
    This places the RFI in view mode.
  4. In the sticky footer, click the available button:
    • Return to Assignee's Court. Click this button to shift the responsibility to a person named in the Assignees field. 
      OR
    • Return to RFI Manager's Court. Click this button to shift the responsibility to a person named in the RFI Manager field.

See Also

 

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