What is a 'Draft' RFI?
Answer
In Procore, users with permission to create RFIs can create them in 'Draft' status.
For 'Admin' level users, or 'Standard' users with the 'Act as RFI Manager' granular permission:
- An RFI in 'Draft' status allows you to create the RFI and fill out some or most of the fields, and come back to complete it later if needed before opening the RFI and shifting the Ball In Court to the assignee.
- Users with these permissions will see the option to 'Create as Draft' or 'Create as Open' when creating an RFI.
For 'Standard' users who do NOT have the 'Act as RFI Manager' granular permission:
- All RFIs are automatically created in the 'Draft' status. This allows the RFI to be sent for review by an RFI Manager before opening the RFI.
- Users with these permissions will see the option to 'Send for Review' when creating an RFI.
- After clicking 'Send for Review', Ball In Court responsibility for the RFI shifts to the RFI Manager, so they can review the RFI. It can also be reviewed by another user with 'Admin' level permissions to the RFIs tool.
What happens when I close a 'Draft' RFI instead of opening it?
The 'Closed-Draft' status is automatically assigned to RFIs when they are closed from a 'Draft' state. When you reopen a 'Closed-Draft' RFI, it will automatically shift back to 'Draft' status. The 'Closed-Draft' status is only applied in this scenario, and can't be manually assigned to an RFI.