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Search for and Filter RFIs (Windows)

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Objective

To use the search and filter options to locate RFIs on a Windows device.

Things to Consider

  • Required User Permission:
    • 'Read-only' level permission and higher on the project's RFIs tool. 
  • Additional Information:
    • Use the search tool to further narrow the displayed results. The search tool respects any selected filter parameters and will only search for items within the filtered results.
    • The filters that you apply (by selecting items in the Add a Filter drop-down list) are persistent and will be retained for your next session, unless you click Clear All

Steps

Search for an RFI

  1. Navigate to the project's RFIs tool from a Windows device.
  2. Enter a keyword or phrase into the Search bar.
    ​Procore searches the following fields for matches:
    • Number
    • Name
    • Ball in Court
    • The search results restricts its results to the any results in the selected parameters

Filter the RFIs Log

  1. Navigate to the project's RFIs tool.
  2. You can set the following filters:
    • Open or Closed

 

 

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Last modified
16:14, 28 Mar 2017

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