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Procore

Create an RFI (iOS)

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Objective

To create an RFI from an iOS mobile device.

Things to Consider

Steps

  1. Navigate to the RFI tool from your iOS mobile device.
  2. Tap Create New (2018-03-21_08-52-32.png ).
  3. Tap into a field to enter in the appropriate information:
    Note: Required fields are indicted by an asterisk (*).
    • Status*: Tap 'Open' or 'Draft' to indicate the status of the RFI.
      (Note: If the 'Standard Users Can Only Create Draft RFIs' configuration setting is enabled on the RFIs tool (see Configure Advanced Settings: RFIs), a 'Standard' user is only permitted to create a draft. The draft must be edited by an 'Admin' user, who removes the mark from the Draft checkbox and clicks Update (only available from the web app). This sends an email notification to the Assigned To person and members of the Distribution list to alert them that an RFI has been created.)
    • Subject*: Tap the field to enter the subject of the RFI.
    • Question*: Tap the field to enter your question and any additional background information that may be needed to properly answer the question. From here you can also attach a file or photo by selecting from the following options:
      • Add Photo: Tap (2018-08-21_10-02-39.png) to add a relevant photo. Select from the following options:
        • Take photo: This will open your camera application so you can take a photo and directly add it to the log.
        • Choose from Library: This will take you to the photos in your device's library. You can then select an image to add to the log.
        • Browse: This will take you to saved and downloadable items available on your mobile device.
      • Add File: Tap (2018-08-21_10-02-53.png) to add a relevant file. Perform the following steps:
        1. Navigate to your preferred application.
        2. Tap the file you want to attach.
          This action automatically attaches the file to the RFI question.
    • RFI Manager*: Tap the field to assign a manager responsible for the RFI.
    • Due Date*: Select the date by which you require a response from the Assigned To person. By default, created RFIs are due within three (3) calendar 
    • Assignee(s)*: Tap the field to assign a team member the responsibility of submitting a response to the RFI. This individual will be listed as the 'Ball In Court' person for the RFI. 
    • Response Required: Slide the toggle to the 'ON' position to require the assignee to include a response.
      Note: This option is only visible one an assignee has been added to the RFI.
    • Responsible Contractor: Select a contractor to associate with the RFI.
    • Received From: If the RFI did not originate from you, specify from whom you received it.
    • Distribution Group: Add other relevant users to the RFI's distribution list. Each person on the distribution list can respond via email to the RFI regardless of his or her user permissions on the RFIs tab. Only users with 'Admin' or 'Standard' permissions on the RFIs tab can respond within Procore.
      Note: By default, an RFI can only be viewed by the Assigned To person and members of the Distribution list. Procore notifies these users by email when the RFI is created, updated, and when other members submit a response to the RFI. To submit a response to an RFI, members must be granted 'Standard' or 'Admin' level permission to the RFIs tool. 
    • Project Stage: Select a Project Stage you want to associate with the RFI.
    • Location: Select a Location you want to associate with the RFI.
    • Schedule Impact: Specify whether or not you think this RFI might impact the current project schedule. If you know the approximate schedule impact, you can write in the number of days. You may also choose 'Yes (Unknown) ' or 'TBD' and add the schedule impact at a later time.
    • Cost Impact: Choose whether this RFI might impact the project's total cost. If you know the approximate cost impact, you can add an estimated cost. You may also choose 'Yes (Unknown)' or 'TBD' and add the cost impact at a later time.
  4. Tap Save.
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