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Elevate a Coordination Issue to an RFI from the Procore BIM Plugin

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During project coordination, construction issues are tracked as coordination issues to streamline collaboration and model refinement. However, if an issue requires a formal response, it can be elevated to a Request for Information (RFI). This ensures official tracking and documentation for clarity that could impact cost, schedule, or scope.

The issue's status automatically updates based on the RFI's progress:

  • Elevated: The issue's status changes to 'Elevated' as soon as it's linked to an RFI. The status reverts to Elevated if the RFI is reopened without an 'Official' response.
  • Released: The status changes to 'Released' after someone adds an 'Official' response to the RFI. The status remains Released if the RFI is reopened once the 'Official' response is logged.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • You can elevate a coordination issue to a new draft RFI or link it to an existing RFI. Once elevated, you cannot close it or elevate it again until the linked RFI is closed. An issue can only be elevated once. If you need to reverse this action, you can unlink the RFI from the issue.

Steps

  1. Open the Navisworks® application and your model on your computer.
  2. Click the Procore tab, then click Issues List (or All Issues list).
  3. Hover over the specific coordination issue you want to elevate to an RFI and click Info.
  4. Click the ellipsis (...) icon in the top right, then select Elevate to RFI.
  5. Depending on your project's needs, choose Elevate to RFI to create a new RFI, or Choose an Existing RFI to link to an existing one:

Elevate to RFI

  1. Click Elevate to RFI.
  2. Complete these fields: Show/Hide      

    • This table details the fields in the New RFI panel.

      Field Label

      Description

      Required Field?

      Action/Notes

      Subject

      Enter a clear, descriptive title for the RFI.

      Yes

      This title identifies the RFI in the main list.

      Question

      Provide the detailed question.

      Yes

      Include all necessary context to help assignees and reviewers provide an accurate answer.

      Drawings

      Link relevant project drawings from the Drawings or Document Management tool.

      No

      If using Drawing Areas, select the area first, choose the drawings, and click Add.

      Attachments

      Upload supporting files or photos

      No

      Any existing views or attachments will be automatically linked to the RFI.

      Location

      Select the specific project location from the dropdown.

      No

      To create new options, refer to Add Locations to a Project.

      RFI Manager

      Assign the RFI Manager for this request

      Yes

      Select from users with 'Admin' permissions on the RFIs tool. The default project manager will auto-populate, if available. See What is the RFI Manager role?

  3. Click Create Draft.

Choose an Existing RFI

  1. Click Elevate to RFI.
  2. Click Choose an Existing RFI.
  3. Locate the RFI to which you want to elevate a coordination issue.
  4. Tip! Enter an RFI number or subject in the search bar to search for an RFI, or scroll through them.
  5. Click the RFI to select.
  6. Click Link to this RFI.