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Procore

Forward an RFI for Review

Objective

To forward a Request for Information (RFI) to a person on a project and add that person as a new assignee with Ball-in-Court responsibility on the RFI workflow.

Background

When a project manager creates an RFI and add assignees as members on the RFIs workflow, assignees are required to reply with an answer that clarifies the question being asked. As an assignee on an RFI, the need to forward an RFI to another user for additional clarification might occasionally arise. For those situations, an assignee with Ball-in-Court responsibility for replying to the RFI can now forward the RFI to that individual (or individuals) by email. This action adds that user to the RFIs workflow. 

EXAMPLE

You are a project manager for a general contractor and managing your project's RFI review process. You have created an RFI, added two (2) assignees to the RFI workflow, placed it in the 'Open' status, and are now awaiting assignee answers. The first assignee on the workflow is an architect and the second assignee is a project engineer.

For this RFI, the architect assigned to respond to the RFI would first like a structural engineer (who is not named on the RFI workflow) to review the RFI and provide feedback, before passing the review authority to the project engineer.

In this scenario, the architect would use the steps below to forward the RFI to the structural engineer. This action would add the structural engineer to the RFI workflow. Next, the structural engineer would submit an answer and, once submitted, review authority would then be passed back to the architect on the workflow. After the architect submits an answer, review authority would then be passed to the next person on the workflow (i.e., the project engineer). 

Things to Consider

  • Required User Permission:
    • To forward an RFI, 'Standard' or 'Admin' level permission on the project's RFIs tool. 
      AND
    • You must be the assignee on the workflow who currently has Ball in Court (BIC) responsibility for the RFI. 
  • Additional Information:

Demo

forward-for-review.gif

Steps

  1. Navigate to the project's RFIs tool.
  2. Locate the RFI that you want to forward in the Items tab. 
  3. Click View.
  4. Scroll to the bottom of the page that appears.
    Note: The forward function is only available if you are an assignee on the RFIs workflow with Ball-in-Court (BIC) responsibility for replying to the RFI. 
  5. Select the individual that you want to review the RFI from the Forward To drop-down list.
    Notes:
  6. Click Forward for Review
    The following actions occur:
    • Procore sends an email to the new assignee on the RFI workflow.
    • Procore adds the user to the Assignees list on the RFI
    • Procore shifts the Ball-in-Court (BIC) responsibility for replying RFI to that person.  
    • BIC responsibility is retained by the new user until he or she submits a response.
    • The RFI Due Date remains unchanged and is NOT adjusted by the use of the forward function. 
    • After the response is submitted, BIC responsibility will shift back to the person who forwarded the RFI.

Next Steps

See Also

 

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