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Procore

Link RFIs on a Drawing (iOS)

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Objective

To link RFIs on a drawing in the Drawings tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To create or link RFIs on a drawing:
      • 'Read only' or higher permissions on the project's Drawings tool.
        AND
      • 'Standard' or 'Admin' permissions on the project's RFIs tool.
    • To publish markups to the Published layer:

Additional Information:

  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing you want to create and attach an RFI to.
  3. In the markup toolbar, tap the shape or line you want to add. See Mark up a Drawing (iOS).
  4. Once you've placed the markup, tap Link.
  5. Tap Link an RFI.
  6. Choose one of the following options:
    • Link an Existing RFI:
      1. Tap an existing RFI item to add it to the markup.
    • Create a new RFI:
      1. Tap + to create a new RFI.
      2. Enter the necessary information.
      3. Tap Save to add the new item to the markup.
  7. Optional: If you have 'Standard' or 'Admin' permissions on the Drawings tool and want to publish the markup: