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Procore

What is the RFI Manager role?

Answer

In Procore, an RFI Manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1) providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and then assigning them to the appropriate member of the design team, who then provides a response to the RFI's question.

What is the RFI Manager's workflow?

Once the RFI manager reviews all the Draft RFIs that have been created and assigned in the RFIs tool, he or she either:

When all of the responses are received, the RFI manager then chooses the 'Official Response'. At that point, the RFI can be closed (or, if a change event is needed, see Create a Change Event). The responsible party can also be notified. Below shows you the typical workflow for an RFI manager. 

Click a box below to view the related tutorial.

CLOSE
CLOSE
REVIEW & REPLY
REVIEW & REPLY
CREATE & OPEN
CREATE & OPEN


Create an RFI as a 'Standard' Level User
Create an RFI as a 'Stan...


Create an RFI as an 'Admin' Level User
Create an RFI as an 'A...


END
END
Do you have all the information you need to reply?
Do you have all the informatio...


Do you have 'Admin' or 'Standard' Level Permission?
Do you have 'Admin' or 'Standa...
'Standard' DRAFT
'Standard'...
'Admin'
DRAFT or OPEN
'Admin'...


Review the RFI
Review the RFI
'OPEN'
Sent to Assignees
'OPEN'...
'DRAFT'
Send to RFI Manager to Approve
'DRAFT'...
'OPEN'
Sent to Assignees
'OPEN'...
Do you want to forward the RFI to another user to review before you respond?
Do you want to forward the RFI...


Reply to an RFI
Reply to an RFI


Forward an RFI
for Review

Forward an RFI...


Reply to an RFI
Reply to an RFI
Ball in Court (BIC)
Shifts to Forwardee
Ball in Court (BIC)...
Ball in Court (BIC)
Shifts to Assignee
Ball in Court (BIC...
Do you want to add other assignees to the RFI workflow to also respond?
Do you want to add other as...


Add Assignees to an RFI as an Assignee on an RFI
Add Assignees to an RFI...
Assignees Added
Assignees Added


Choose an 'Official' Response for an RFI
Choose an 'Official' Res...
Ball in Court (BIC)
Shifts to RFI Manager
Ball in Court (BIC)...


Close an RFI
Close an RFI
LEGEND
LEGEND
RFI Manager
RFI Manager
RFI Creator
RFI Creator
RFI Assignee
RFI Assignee
RFI Forwardee
RFI Forwardee


START
START

How to Configure the Default RFI Manager

When setting up the RFIs tool for a project, your Procore Administrator (or another user with 'Admin' level permission to the project's RFIs tool) can choose one person with 'Admin' level permission to the RFIs tool to act as your project's 'RFI Manager'. This is accomplished using the 'Configure RFI Settings' link in the RFIs tool. For instructions, see Configure Advanced Settings: RFIs

How to Change the Default RFI Manager Assignment

If you are responsible for creating an RFI, the system will automatically select the designated 'Default RFI Manager' on all new RFIs. The creator (or a user with the appropriate permissions for editing an RFI) will have the option to change the assignment. For details, Create an RFI

Rules to keep in mind when creating an RFI include:

  • If you are a user with 'Standard' level permission on the RFIs tool, you can designate a user with 'Admin' level permission for the 'RFI Manager' role when you create an RFI. You will not be permitted to change this assignment after the RFI is created. 
  • If you are a user with 'Admin' level permission on the RFIs tool, you can designate a user with 'Admin' level permission for the 'RFI Manager' role. You can change this assignment by editing the RFI. See Edit an RFI

See Also