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What is a 'Draft' RFI?

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Answer

In Procore, a 'Draft' RFI is preliminary version of a Request for Information (RFI) on a project. If you are a user with 'Standard' level permission to the project's RFIs tool, Procore will only allow you create an RFI in the 'Draft' status. If you are a user with 'Admin' level permission, you have the option to create an RFI an place it in either the 'Draft' or 'Open' status. 

To create an RFI an place it in the 'Draft' status:

  1. Log in to Procore with an account that has 'Admin' level permission to the project's RFIs tool.
  2. Navigate to the project's RFIs tool. 
    This reveals the project's RFIs page. 
  3. Click Create RFI
    This opens the New RFI page. By default, Procore allows users with 'Admin' level permission to create RFIs in the 'Open' or 'Draft' status. The RFI # automatically shows the next RFI number in the system (see How does Procore assign numbers to RFIs?)
  4. Place a checkmark in the Draft box. 



    The system displays a popup message giving you the option to assign the 'Draft' RFI the next available number. 
  5. Choose from these options:
    • If you want to assign the next available number to the 'Draft' RFI, click OK. The system assigns the RFI the next available RFI #. 




      OR
    • If you do NOT want to assign the next available number to the 'Draft RFI', click Cancel. The system leaves the RFI # field blank as long as the RFI remains in the 'Draft' status. 


       
  6. Complete the data-entry on the new 'Draft' RFI as described in Create an RFI.
  7. Click Create.
    The system creates the RFI in the 'Draft' status. A banner appears at the top of the RFIs view page to indicate it is in the 'Draft' status.



    Notes:
    • If you want to change the status of the RFI from 'Draft' to 'Open', click Edit and then remove the checkmark from the Draft box.
    • After changing the status of an RFI to 'Open', the following is true:
      • The RFI cannot be switched back to the 'Draft' status.
      • The entry in the Question box cannot be changed.

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Last modified
19:29, 11 Apr 2017

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