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Procore

Close an RFI

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Objective

To close an RFI.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's RFIs tool.
      OR
    • 'Read Only' or 'Standard' level permissions on the project's RFIs tool AND be the RFI's creator ('Standard' only) or RFI Manager with the 'Act as RFI Manager' granular permission enabled on your permission template.
  • Prerequisites:
  • Additional Information:
    • You can close an RFI whether or not it has any responses. 
    • After you close an RFI, you are NOT permitted to add questions or responses.
    • If you want to reopen a closed RFI at a later time, see Reopen an RFI.

Steps

  1. Navigate to the project's RFIs tool.
  2. Click the Items tab.
    This lists all project's RFIs in the Draft and Open status. You can close an RFI in either status. 
  3. Locate the desired RFI in the list. Then click View.
  4. Click the Close RFI button.
    close-rfi.png
    Notes:
    • If you have NOT selected an official response to the RFI, a notification message asks you to confirm the close action. Simply click OK.
    • If a user with 'Standard' level permission created the RFI (e.g., a subcontractor or superintendent), the user will only see the Official Response if that person is added to the RFI's Distribution List.
    • If you have selected an official response, the system changes the RFIs 'Status' to Closed and shows the current date. 
      The system changes the RFIs 'Status' to Closed and shows the current date.
      Notes:
      • When you close an RFI, the Creator, the Assignees, and any designated members on the 'Distribution' list may be notified via email. See How do I control which emails are sent by Procore during the RFI process?
      • If you want to include the 'Responsible Contractor' on the email and the contractor is NOT the creator of the RFI, be sure to add that contractor to the 'Distribution' list before closing it. 

See Also

 

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