Skip to main content
Procore

Create an Instruction from an RFI

Objective 

To create a new instruction from an existing 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 Permissions:
    • 'Standard' level permissions or higher on the project's Instructions tool
      AND
    • 'Read Only' level permissions or higher on the project's RFIs tool with access to the RFI.
  • Prerequisites:
  • Additional Information:
    • The Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. 
    • 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. 

Steps 

  1. Navigate to your project's RFIs tool.
  2. In the Items view, locate the RFI in the list. 
  3. Click View.
  4. Click  + Create Instruction.
    create-instruction-from-rfi.png
    This redirects you to the New Instruction page.
  5. Continue with the steps in Create and Issue an Instruction.

See Also

 

If you would like to learn more about Procore's RFI software and how it can help your business, please visit our request for information (RFI) construction software product page .