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Support Home > Products > Procore > Procore User Guide > Project Level > RFIs > Tutorials > Edit an RFI

Edit an RFI

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Objective

The edit an existing Request for Information (RFI). 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the RFIs tool. 
  • Mobile:
    • Supported on iOS and Android devices.

Steps

  1. Navigate to the project's RFIs tool.
    This reveals the Open RFIs page. 
  2. Locate the desired RFI.
    Notes:
    • To search for or filter the list to locate a specific RFI, see Search for and Filter RFIs
    • You can only edit RFIs in the 'Draft', 'Open', or 'Closed' status. You cannot edit RFIs that have been sent to the Recycle Bin. 
  3. Click Edit (Note: If you click View, you can later click Edit in the page that appears). 
  4. Modify the fields as desired. For information about each field, see Create an RFI.
    Note:
    • You can modify some of these fields as follows:
      • Status. You can only edit the status when the RFI is in 'Draft' status.
      • Initiated By. The system automatically records the name of the RFI creator. This value cannot be changed.
      • Date Initiated. The system automatically records the date on which the RFI was originally placed into the 'Open' status. When an RFI is in 'Draft' status, this field remains blank. If you close and re-open an RFI, the system does NOT update the date. 
      • Responsible Contractor. This company name can only be changed by modifying the selection in the 'Received From' field. 
      • Linked Drawings. Shows any drawings that have been linked to the RFI. These can only be modified in the Drawings tool. See Link Related Items on a Drawing
      • Question. You can only modify the question when the RFI is in the 'Draft' status. The question cannot be modified when an RFI is in the 'Open' or 'Closed' status. 
      • Overdue Notifications. If a checkmark appears in this field, a user with 'Admin' level permissions has turned the 'Enable Email Reminders For Overdue RFIs' checkbox ON in the Configure Settings page of the RFIs tool. See Configure Settings: RFIs.
  5. Click Update.
    The system saves your changes. 

See Also

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Last modified
12:34, 13 Jul 2017

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