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Procore

Configure Settings: RFIs

Objective

To configure the settings and preferences for the project's RFIs tool.

Background

Users with 'Admin' level permission on the project's RFIs tool can set the configuration settings for the project's RFIs tool. The Configure Settings area also allows users to create custom RFI reports and set user permission for the RFIs tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's RFIs tool.

Tasks

Configure the RFI Settings

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page. 
  2. Click the Configure Settings  icon. 
    This reveals the RFI Settings page. 
  3. Configure the settings as follows:
    • RFI Manager. Choose the appropriate option button to designate the project's RFI Manager (see What is the RFI Manager role?). For details, see Designate the Default RFI Manager for a Project's RFIs
    • Default Distribution: Add in members of the project who should be sent notification emails on every or most RFIs generated in your project in Procore.
    • Allow Private RFIs. Mark this checkbox to give users with 'Standard' and 'Admin' level permission to the RFIs tool the ability to set visibility on the RFIs that they create to 'Private' (Note: By default, 'Private' RFIs are only visible to members of the RFI's Distribution list and users with 'Admin' level permission to the RFI tool). 
    • RFIs Private By Default. Mark this checkbox so that the default setting for new RFI's is set to 'Private' Notes:
      • This setting can only be enabled when the 'Allow Private RFIs' checkbox is selected.
      • An RFI Creator and/or RFI Manager can remove this checkbox on when creating or editing an individual RFI.
    • Answers To New RFI Questions Will Be Due. Set how many calendar days after the creation date you would like RFIs to be due. 
    • Enable Email Reminders For Overdue RFIs. Mark this checkbox if you would like for the system to send daily reminder emails to the assignee(s) on the RFI when the RFI is overdue.
    • Label For Custom Field 1 and 2. If you would like to add in any extra fields to the RFI page, you can add them as custom fields. They appear as 'Custom Field 1' and 'Custom Field 2' in the screenshot above.  
      Notes:
    • Only Show Official Response to Standard and Read Only Users. Place a checkmark in this box to enable the system to limit users with 'Read Only' and 'Standard' level permission the RFIs tool so they can only see 'Official Responses' in Procore's automated email notifications, in exported PDFs, and when accessing the RFIs tool in Procore Web. This setting does not affect RFIs forwarded using the Email button (see Email Forward an RFI). This setting also excludes the RFIs Assignee and members of the Distribution List. Note: On new projects, this configuration setting is enabled by default. 
    • Assignees' Responses are Required by Default. Place a checkmark in this box to automatically mark user's who have been designated as an 'Assignee' as requiring a response. If the checkbox is blank, users will have the option to designated required responders. See How do I mark an assignee as a required responder on an RFI? and Add Assignees to an RFI as an Assignee on an RFI.
  4. Under RFI Emails area, place a checkmark in the Enable Email box to activate an email notification for the corresponding event. Then, place mark(s) in the desired role checkboxes to specify your email notification preferences for the RFIs on the project (e.g., Creator, Manager, Assignee, Distribution Group). 
    Notes
  5. Click Update
    The system saves the configuration settings.

Work with Custom RFI Reports

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page. 
  2. Click the Configure Settings  icon. 
    This reveals the RFI Settings page. 
  3. Click Custom Reports.



    This reveals the Custom Reports and My Reports lists. 
  4. In this page, you have these options:
    • Create Custom Report. Click this button to create a custom report. See Create and View a Custom RFI Report.
    • Edit. Locate a report in one of the lists. Then click this button to place it in edit mode.  
    • View. Locate a report in one of the lists. Then click this button to place it in view mode. You can then export or share the report. See Export RFIs.

Set User Permissions for RFIs

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page. 
  2. Click the Configure Settings  icon. 
    This reveals the RFI Settings page. 
  3. Click Permissions Tab.
  4. Click the Permissions Table sub tab in the right sidebar.
  5. Set each user's permission for the RFIs tab according to your preferences.
    • check.png Access
    • x.png No Access
  6. For a list of what users can do at each permission level in RFIs, see the Permissions Matrix.
  7. In the example screenshot below, the user has 'Standard' level permissions.

    user permissions rfis.png
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