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Procore

Search for and Filter RFIs (iOS)

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Objective

To use the search and filter options to locate RFIs on an iOS mobile device.

Things to Consider

  • Required User Permission:
    • 'Read-only' level permission and higher on the project's RFIs tool. 
  • Additional Information:
    • Use the search tool to further narrow the displayed results. The search tool respects any selected filter parameters and will only search for items within the filtered results.
    • The filters that you apply (by selecting items in the Add a Filter drop-down list) are persistent and will be retained for your next session, unless you click Clear All
  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

Search for an RFI

  1. Navigate to the project's RFIs tool from an iOS device.
  2. Enter a keyword or phrase into the Search bar.
    ​Procore searches the following fields for matches:
    • Number
    • Subject
    • Question
    • Response 

Filter the RFIs Log

  1. Navigate to the project's RFIs tool.
  2. Tap Filters (2018-03-21_08-30-38.png). 

    filter rfi.jpg
     
  3. Tap one or more of the following options to set the desired filters:
    • Group By: 
      • Specification Section 
      • Package
    • Status: 
      • All
      • Open
      • Draft
      • Closed
    • Location
    • Ball in Court
    • Responsible Contractor
    • Specification Section
  4. Tap Apply.
    Note: To remove filters at any time, tap Reset All Filters.

     2018-03-21_08-38-49.png
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