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Procore

Create an Instruction from an RFI

Objective 

To create a new instruction from an RFI.

Background

In the Procore web application, there is a Project level Instructions tool developed to help users in Australia, Canada,  and New Zealand manage their site instruction documents. An instruction is a formal instruction sent from the head contractor that contains directives for contractors working on a project. To give project teams the ability to create instructions after an RFI is closed, users with the appropriate permissions to both the Instructions and RFIs tools can create instructions directly from the RFIs tool. 

Things to Consider 

  • Required User Permission:
    • 'Standard' or 'Admin' level permission on the project's Instructions tool
  • Prerequisites:
  • Additional Information:
    • The Create Instruction button is only visible and available for use when viewing an RFI. It is NOT available when an RFI is in edit mode. 
    • The Create Instruction button is also only visible to users who meet the following criteria:
      • 'Standard' or 'Admin' level permission on the Instructions tool. 
        OR
      • Permission to view the RFI from which you will be creating an instruction.  For example, if you been granted 'Read Only' level permission on the RFIs tool and the RFI has been marked 'Private', you must be a member of the RFI's distribution list to have permission to view the RFI. 

Steps 

  1. Navigate to your project's RFIs tool.
    This opens the RFIs page.
  2. In the Items view, locate the desired RFI in the list. 
  3. Click View.
    This opens the RFI in view mode.
  4. Click  + Create Instruction.

    btn-create-instruction.png

    The launches the project's RFIs tool and opens the New Instruction page as shown below.

    create-instruction-prefill.png
     
  5. Continue with the steps in Create and Issue an Instruction.

See Also

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