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:
- Respond to and close the RFI. See How do I respond to and close a 'Draft' RFI as an RFI Manager?
- Reassign it to one or more people for a response.
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.
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.