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Release Notes

Below are the notable changes to the project's RFIs tool. 

Recent Changes

Updated PDF Exports of RFIs (4/13/2017)

Updated the RFIs tool so that now, when a single RFI is exported to PDF, the system will only display the 'Official Response' on the PDF. If there is no Official Response set at the time of the export, the PDF will display "Awaiting Official Response." See Export RFIs

New RFI Manager Field In RFIs Tool (4/12/2017)

RFI Creators must now assign an ‘RFI Manager’ to new RFIs. The ‘RFI Manager’ acts as the information gatekeeper between the Creator and Assignee, giving the system the ability to prevent ‘Standard’ Creators from viewing Assignee responses until the ‘RFI Manager’ marks and distributes the ‘Official Response.’ To learn more, see About the New RFI Manager Field.

Updated the Options for Setting a RFI Manager in 'Configure RFI Settings' (3/15/2017)

Updated the RFI tool's 'Configure RFI Settings' page. Now, end users are presented with two option buttons when setting the default RFI Manager for the tool. These choices let users pick how the 'RFI Manager' field is populated with an RFI is created by a user with 'Standard' level permission. See About the New RFI Manager Field.

Removed the 'All' Selection From the 'Add Filter' List (2/8/2017)

Updated the RFI tool to remove 'All' from the checkbox selection for 'Status' in the 'Add Filter' list because it was redundant. Users will retain the ability to click Select All/Clear All to mark/remove the mark from all Available status checkboxes (i.e., Open, Closed, and Draft). See Search for and Filter RFIs.

Cosmetic Improvements On RFI Tools PDF (2/8/2017)

Updated styling on RFI List PDFs that include Questions and Responses.

Added Chart Link To RFIs Report In Right Sidebar (1/25/2017)

Updated the RFIs tool to add the 'Chart' link under 'RFI Reports' (in the right sidebar). This opens the 'Open and Closed RFIs' chart.

Added Persistent Filters To RFIs Tool (1/18/2017)

Added persistent filters to the RFIs tool. Now, when you apply filters using the 'Add a Filter' drop-down list, the selected filters will remain in effect until you change them or click Clear All. See Search for and Filter RFIs

Updated the Training Video Link In RFI Response Required Emails (1/10/2017)

Updated the Procore Training Video link in the RFI Response Required emails. The new link is: https://www.youtube.com/watch?<wbr/>v=RdQCzB_UGXo

New RFI List View (1/8/2016)

Updated the RFI tool's List page so it now includes the 'List' and 'Recycle Bin' links at the top, as well as a Search bar, and the ability to Add a Filter. It also paginates. Differences in functionality are minimal and performance should not be diminished by this change. The layout uses React (similar to what was released for Submittals previously) and will also allow for the future bulk editing features. See Search and Filter for RFIs

Changed Wording In Overdue RFI Email (1/4/2017)

Changed the wording in the overdue RFI emails by changing the link from 'Click the View Online Links' to Click the Link. This is a more accurate description, as there are no 'View Online' links in the overdue email.

All Changes


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Last modified
13:37, 18 Apr 2017



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