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Procore

Who can view a 'Draft' RFI?

Answer

An RFI in the 'Draft' state can only be viewed by a limited number of people.

If You Mark an RFI as a 'Draft'

If the 'Draft' RFI was created by a user with 'Standard' level permission, it is only visible to:

  • The RFI's creator
  • The RFI Manager
  • Users with 'Admin' level permission on the project's RFIs tool. 

If the 'Draft' RFI was created by a user with 'Admin' level permission or by a user with 'Standard' level permission and the 'Act as RFI Manager' granular permission, it is only visible to:

  • The RFI's creator 
  • The RFI Manager
  • Users with 'Admin' level permission on the project's RFIs tool. 

Notes:

  • Users who are designated as the RFI's 'Assignees' or who have been added as a member of its 'Distribution List' will not be able to view the 'Draft' RFI until it is marked 'Open'. See Edit an RFI.
  • A 'Draft' RFI will also appear in the 'My Open Items' area of the Portfolio tool for the person who is currently assigned Ball In Court (BIC) responsibility. See View My Open Items in the Portfolio Tool.

If You Mark an RFI as 'Private'

If you want to make an 'Open' or 'Draft' RFI private, place a checkmark in the Private box on the Create or Edit RFI form. When an RFI is in the 'Private' state, it can only be viewed by:

  • The RFI's creator
  • The RFI Manager
  • The RFI's Assignee - 'Open' RFIs only
  • The RFI's Distribution List members - 'Open' RFIs only
  • Users with 'Admin' level permission on the project's RFIs tool
  • Users with the 'View Private RFIs Associated to Users within Same Company' granular permission enabled on their permission template (if another user in their company is the RFI's creator or is designated as the RFI Manager, an Assignee, or a Distribution List member)

To mark new RFIs 'Private' by default, see Configure Settings: RFIs.

See Also