Support Home > Products > Procore > Procore User Guide > Project Level > RFIs > Tutorials > View RFIs

View RFIs

Objective

To understand how to interpret a Request for Information (RFI) and its information.

Background

RFIs are always project-specific and will be listed under a project's RFIs tab. By default, you will only view "Open" RFIs. Use the "Status" filter to change which RFIs will be shown. 

Things to Consider

  • Required User Permission: 
    • 'Admin' level users can view and edit all RFIs, including ones that are marked as private. Only 'Admin' users can view the "Change History" subtab.
    • 'Standard' level users can view the General, Related Items, and Emails sub tabs on RFIs for which they are designated as an approver or if they are included on the RFI's distribution list. They can also respond to any RFI that's been assigned to them, as well as email and export it as a PDF. Private RFIs can be made visible to 'Standard' users.
    • 'Read-only' level users can view the General, Related Items, and Emails sub tabs of RFIs. They cannot see the Change Order sub tab.
      • 'Read-only' will not be able to view RFIs that are marked private unless they are added to the distribution list. They will be able to view all "not-private" RFIs.
      • 'Read-only' users cannot edit an RFI in any way.

Steps

  1. Navigate to the project's RFIs tool. 
    This reveals the RFIs page, which lists all of the Open and Closed RFIs on the project. Using the links at the top of the page, you can switch between the Items list and the Recycle Bin. 


     
  2. In the Items view, choose from these options
    • To view an RFI, click View. This opens the 'RFI # Details page' in view mode. 
      OR
    • To edit an RFI, click Edit.  This opens the 'RFI # Details' page in edit mode. 
      The 'RFI # Details' page contains the following subtabs:

General

Ths subtab stores general information about the RFI. This includes the Subject, Status, Assignee, Responsible Contractor, Distribution List, and more


view rfis 1.png
 

In this subtab, you can perform these tasks:

  • To edit the RFI, click Edit (see Edit an RFI). 
  • To export the RFI, click PDF next to the 'Export Data As' label.
  • To close the RFI, click Close RFI (see Close an RFI). 
  • To move the RFI to the Recycle Bin, click Delete (see Delete an RFI). 
  • To send the RFI to user by email, click Email (see View RFIs: Emails). 
  • If you are a user with 'Admin' level permission to the RFIs tool, you can also enter a response to the RFI the Reply box (see Respond to an RFI). 

Related Items


add related items to rfi.png
 

View and add related items to the RFI from the Related Items subtab. If the related item is an item in Procore (submittal, bid package, etc.) you will be able to view the item and all its information by clicking on the link in the "Description" column. To add a related item, click Edit. See Add a Related Item to an RFI.

Emails


 

Manage any emails related to this RFI from this subtab. Each RFI has a unique email address (e.g procore-1234abcd1234abcd1234abcd@procoretech.com) that can be used to send an email from your personal email client into Procore. For example, you might have an email thread in your personal email account that should be logged in Procore. In such cases, you might want to import that thread into Procore by simply forwarding an email to the related RFI's unique email address. See Email Forward an RFI.

Change History

The Change History subtab is only visible to users with 'Admin' level permissions to the RFIs tool.  This tab shows a history log that summarizes all of the changes made to the RFI throughout its lifecycle.

 

You must to post a comment.
Last modified
15:10, 21 Feb 2017

Tags

Classifications

This page has no classifications.