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Delete an RFI

Objective

To delete a Request for Information (RFI) from a project's RFIs tool.

Background

When you delete an RFI in Procore, the system moves it to the Recycle Bin in the project's RFIs tool. By design, the Recycle Bin cannot be emptied. This ensures that project teams have the ability to restore a deleted RFI at any time throughout the course of the project. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the RFIs tool.
  • Prerequisite:
  • Additional Information:
    • You can delete RFIs in the 'Draft', 'Open', or 'Closed' status, whether or not anyone has replied to the RFI or marked a reply as the official response.
    • When you delete an RFI, it is moved to the Recycle Bin in the RFIs tool. 
    • To give project teams the ability to restore any deleted item, the Recycle Bin cannot be emptied. See Retrieve an RFI from the Recycle Bin.

Steps

  1. Navigate to the project's RFIs tool.
  2. Locate the RFI that you want to send to the Recycle Bin. 
  3. Click Edit or View


     
  4. Click Delete.



    Notes:
    The system moves the RFI to the Recycle Bin and the status of the deleted RFI changes as follows:
    • If the deleted RFI was in the 'Open' status, the RFIs status changes to 'Recycled.'
    • If the deleted RFI was in the 'Closed' status, the RFIs status remains 'Closed.'
    • If the deleted RFI was in the 'Draft' status, the RFIs status remains as 'Draft.'
    • To confirm that the item was moved to the Recycle Bin, choose the 'Recycle Bin' view at the top of the RFIs page.

      recycle-bin-view-rfis.jpg

      If for any reason you need to restore the RFI from the Recycle Bin, see Retrieve an RFI from the Recycle Bin.
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