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Email Forward an RFI

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Objective

To forward an RFI (as an email notification) from the Project level RFIs tool.

Background

The built-in email functionality in the RFIs tool gives you the ability to forward an RFI to other users, that are typically not included in the current workflow, as needed. (Note: The email will be sent from the Procore platform.)

For example, once an RFI is closed, you may need to notify additional parties, such as the responsible contractor (who may not have been notified when the RFI was closed), to inform them of the official answer/response to the RFI. The ability to email an RFI is a manual, on-demand action that you can perform, at your own discretion. For example, you may not want the responsible subcontractor to receive an automated email notification as soon as an RFI is closed because you do not want want them to make the incorrect assumption that the "answer" to the RFI or change in scope has already been approved.

 

Things to Consider

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

Steps

Forward an RFI by Email

  1. Navigate to the project's RFIs tool.
  2. In the Open RFIs page, locate the desired RFI and click View.
  3. In the right pane, click the Email button.
    This reveals the Forward RFI page. 


     
  4. Add your desired recipients in the To and/or CC fields. (Note: As the sender, your profile's email address is automatically added to the CC field.)
  5. Set user access to the message as follows:
    • To restrict access to this message, mark the Private checkbox.
      OR
    • To permit users with 'Admin' and 'Standard' level permission to view the message (i.e., using the 'Email' sub tab of the RFI), remove the mark from the Private checkbox.
  6. In the Subject box, accept the default subject line (i.e., "FW: RFI: [RFIl #]: [title of RFIl]") or type your own subject line. 
  7. In the Attachments area, attach any relevant files to the message.
  8. In the Message box, type your desired message. This field corresponds to the body of the email message. 
  9. Click Send. (Note: The email is sent to recipients named in the 'To' and 'CC' fields.)
    ​The outgoing email includes the following content:
    • Attachments
    • Message
    • Project Name
    • RFI #
    • Subject of the RFI
    • Date Initiated
    • Created By
    • Assigned To
    • Due Date
    • Responsible Contractor
    • Received From
    • Distribution
    • Cost Code
    • Schedule Impact
    • Cost Impact
    • Drawing Number (and a link to the drawing in Procore)
    • The Question
    • All replies and official responses

 

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Last modified
14:21, 30 Jan 2017

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