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RFI's

The following tutorial pages outline the steps and procedures for the complete RFI process within Procore, from creation through distribution of responses.

1 - RFI Configuration
Configure Advanced Settings: RFI's
2 - Create &Edit RFI's
Create and View an RFI
Edit an RFI
Add a Related Item to an RFI
Add a Submittal Package to an RFI 
3 - Change Status of & Delete RFI's
Change the Ball in Court on an RFI
Delete a Response to an RFI
Choose an "Official Response" for an RFI
Close an RFI
Respond to an RFI
Delete an RFI
4 - View/Create RFI Logs & Reports
Search RFI's
Filter and Sort RFI's
Export RFIs to a PDF or CSV
View RFI Questions and Responses Report
View RFI Log as a Chart
Create and View a Custom RFI Report
Edit a Custom RFI Report
Share a Custom RFI Report
View Notification Log of Shared RFI Reports
5 - Additional RFI Functions
Email Forward an RFI
Create a Potential Change Order from an RFI
Reopen an RFI
Retrieve an RFI from the Recycle Bin
 
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Last modified
11:43, 12 Aug 2016

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