1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Project Level > RFIs > Tutorials > Edit an RFI

Edit an RFI

Also available on      

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. See Delete an RFI.
  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 change the status when an 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. 
      • Assigned To. This is a required field that must be filled out in order to edit and save the RFI.
      • 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. The listed drawing number is a link that will take you to the drawing in the Drawings tool. 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. 
      • Ball in Court. To change the Ball in Court, choose one of the following selections from the 'Ball In Court' drop-down list:
        • Assignees. Select Assignees if you would like for the 'Assigned To' individual(s) to take action on the RFI.
        • Creator. Choose Creator if you would like for the person who 'Initiated By' the RFI to respond to the RFI.
        • RFI Manager. Select this option if you would like for the RFI Manager to be the next Ball in Court. 
  5. Click Update.
    The system saves your changes. 

See Also

You must to post a comment.
Last modified
13:40, 18 Sep 2017

Tags

Classifications

This page has no classifications.