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Procore

View RFIs

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Objective

To view an RFI using the project's RFI tool.

Things to Consider

  • Required User Permissions:
    • To view RFIs not marked as 'Private':
      • 'Read Only' level permissions or higher on the project's RFIs tool
    • To view all RFIs:
      • 'Admin' level permissions on the project's RFIs tool
 Tip
Users may require specific roles on an RFI (or granular permissions) to view the RFI depending on the RFI's status and privacy settings.

What user roles can view which types of RFIs? Show/Hide  

In the table below, the icon-mindtouch-table-check.png icon indicates which user roles can view an RFI based on its status and privacy settings, and the icon-delete-x.png icon indicates which user roles cannot view an RFI based on its status and privacy settings.
User Role RFI Type
Draft RFI Draft 'Private' RFI Open RFI Open 'Private' RFI Closed RFI Closed 'Private' RFI
Creator icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
RFI Manager icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Assignee icon-delete-x.png icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 3
Distribution List Member icon-delete-x.png icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 3
No Role icon-delete-x.png icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png 1
Tool Admin icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1 Users with the 'View Private RFIs Associated to Users within Same Company' granular permission enabled on their permissions template can view any RFI marked 'Private' if another user in their company (including them) is the RFI's creator or is designated as the RFI Manager, an Assignee, or a Distribution List member.

2 Assignees, Distribution List Members, and users without a role on the RFI can only view a closed RFI not marked 'Private' if the RFI was previously open.

3 Assignees, Distribution List Members, and users without a role on the RFI can only view a closed RFI marked 'Private' if the RFI was previously open OR if they have the 'View Private RFIs Associated to Users within Same Company' granular permission enabled on their permissions template and another user in their company (including them) is the RFI's creator or is designated as the RFI Manager, an Assignee, or a Distribution List member.

  • Additional Information:
    • The 'Only Show Official Responses to Standard and Read-Only Users' configuration setting must be turned OFF in order for a user with 'Standard' level permissions on the project's RFIs tool to view all responses to an RFI that they created. See Configure Advanced Settings: RFIs.
    • Users with the 'Act as RFI Manager' granular permission enabled on their permissions templates can view all responses to RFIs that they create ('Standard' only) or that they are designated as RFI Manager for even if the 'Only Show Official Responses to Standard and Read-Only Users' configuration setting is turned ON.
    • Some image attachments may include the option to view them in a map view based on the files' GPS coordinates. See Which Procore tools let me view digital image attachments in a map view?

Steps

  1. Navigate to the project's RFIs tool. 
  2. Click the Items tab.
  3. Click View next to the RFI you want to view.

    view-rfi.png

    OR
    Click the link in the 'Subject' column for the RFI you want to view.

The RFI's page contains the following tabs:

General

The General tab shows the RFI's General Information, Question, and Activity sections.

rfi-general-tab.png
 

Related Items

The Related Items tab lets you view or add related items and notes to the RFI. If the related item is stored in Procore (e.g., submittal, bid package, etc.) you will be able to view it and all its information by clicking the hyperlink 'Description' column. If you want to add a new related item, see Add a Related Item to an RFI.


rfi-related-items-tab.png
 

Emails

The Emails tab is where you can view or export existing emails forwarded from the RFI in Procore (see Forward an RFI by Email) or sent to the RFI from outside of Procore using the RFI's unique email address (procore-1234abcd1234abcd1234abcd@procoretech.com, for example).


rfi-emails-tab.png
 

Change History

The Change History tab is only visible to users with 'Admin' level permissions on the project's RFIs tool. This tab includes a summary of all of the changes made to the RFI throughout its lifecycle.


rfi-change-history-tab.png
 

 

If you would like to learn more about Procore's RFI software and how it can help your business, please visit our request for information (RFI) construction software product page icon-external-link.png.