Skip to main content
Procore

Add Assignees to an RFI as an Assignee on an RFI

Objective

To add additional assignees to an RFI as an assignee on the RFI. 

Background

As an assignee on an RFI, you may sometimes find that you need additional input from another team member. When that occurs, you can use the steps below to add additional assignees to the RFI. 

EXAMPLE
You are a project engineer who collaborated with second project engineer to specify the material requirements of a building exterior. To answer an RFI question about the required fire rating of the exterior cladding that was specified, you would want to add your co-engineer as an assignee to get his or her input.

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the Project level RFIs tool. 
      AND
    • You must be designated as an 'Assignee' on an RFI. 
      AND
    • Your newly designated assignee must have 'Standard' on 'Admin' level permission on the RFIs tool. 
  • Additional Information:

Demo

assignee-add-assignee.gif

Steps

  1. Navigate to the Project level RFIs tool. 
    This reveals the RFIs page.
  2. Locate the RFI in the list. Then click the View button.
    This opens the RFI.
    Note: There are several ways other ways to open an RFI when you are an assignee. To learn more, see How do I open an RFI as an assignee?
  3. Under the General tab, scroll to the Question + Responses area. 
  4. Click the Add Assignees button.
    The Add Assignees area appears under All Responses.
  5. In the Select a Person list, choose the name of the desired assignee.
    Note: You can add multiple assignees if desired.
  6. Click Add Assignees.
    A success banner appears to confirm the addition.
    Notes

Next Step

  • Was this article helpful?