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Create an RFI (Android)

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Objective

To create an RFI from an Android device. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the project's RFIs tool.
      • A user with 'Read-only' level permission cannot create RFIs. In such cases, a user with 'Standard' or 'Admin' level permissions can create an RFI for the 'Read-only' user and add that user to the RFIs Distribution list to receive email notifications about the updates and responses to the RFI.
      • Some project teams choose to enable the 'Standard Users Can Only Create Draft RFIs' setting. See Configure Advanced Settings: RFIs. This permits users with 'Standard' level permission to create RFIs. However, it also requires that an 'Admin' user change the RFIs status from Draft to Open before Procore emails a notification about the RFI to the Assigned To person and members of the Distribution list. 
      • A user with 'Standard' level permission can create RFIs that are visible to the creator and any user with 'Read-only' access and above on the RFIs tool. This is the default configuration setting. (Note: A user with 'Standard' level permission to the RFIs tool can only select users with 'Admin' level permission from the Assigned To list).
      • A user with 'Admin' level permission can create RFIs in the Draft or Open status. They can also change and RFIs status to Closed. They can also change the tool's configuration settings to permit 'Standard' users to create RFIs.
  • Additional Information:​
    • When an RFI is created, Procore automatically sends an email notification to the 'Assigned To' person and any members added to the 'Distribution' list. The assignee can reply to the RFI from the email they received. Those emails will appear under the RFI question in the 'All Replies' section.
  • Mobile:
    • Supported on Procore's iOS and Android applications.
  • Limitations:
    • An RFI can be assigned to one (1) person who is designated in the RFI's 'Assigned To' field. The assignee is considered the Ball In Court person and is responsible for providing an official response to the RFI.

Steps

  1. Navigate to the project's RFIs tool on an Android device. 
  2. Tap the + icon.
  3. Enter in the following information:
    • Due Date: Select the date by which you require a response from the Assigned To person. By default, created RFIs are due within three (3) calendar 
    • Title: Provide a descriptive title for the RFI. The RFI's subject is displayed as the RFI's title in the list view.
    • Draft: Mark this checkbox to place the RFI in the 'Draft' status or remove the mark from the checkbox to create an RFI in the 'Open' status.
      (Note: If the 'Standard Users Can Only Create Draft RFIs' configuration setting is enabled on the RFIs tool (see Configure Advanced Settings: RFIs), a 'Standard' user is only permitted to create a draft. The draft must be edited by an 'Admin' user, who removes the mark from the Draft checkbox and clicks Update (only available from the web app). This sends an email notification to the Assigned To person and members of the Distribution list to alert them that an RFI has been created.)
    • Attachments: Attach a relevant photo.
    • Assignee: Assign responsibility for submitting a response to the RFI question to one project team member. This individual will be listed as the Ball In Court person for the RFI. 
    • Distribution: Add other relevant users to the RFI's distribution list. Each person on the distribution list can respond via email to the RFI regardless of his or her user permissions on the RFIs tab. Only users with 'Admin' or 'Standard' permissions on the RFIs tab can respond within Procore.
      Note: By default, an RFI can only be viewed by the Assigned To person and members of the Distribution list. Procore notifies these users by email when the RFI is created, updated, and when other members submit a response to the RFI. To submit a response to an RFI, members must be granted 'Standard' or 'Admin' level permission to the RFIs tool. 
    • Schedule Impact: Specify whether or not you think this RFI might impact the current project schedule. If you know the approximate schedule impact, you can write in the number of days. You may also choose 'Yes (Unknown) ' or 'TBD' and add the schedule impact at a later time.
    • Cost Impact: Choose whether this RFI might impact the project's total cost. If you know the approximate cost impact, you can add an estimated cost. You may also choose 'Yes (Unknown)' or 'TBD' and add the cost impact at a later time.
    • Question: Enter your question and any additional background information that may be needed to properly answer the question.

  4. Tap Save.

 

 

 

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Last modified
15:15, 25 Aug 2016

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