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Procore (en-GB)

How do I control which emails are sent by Procore during the RFI process?

Answer

The project's RFIs tool sends out various automatic email notifications when certain tasks are completed for an RFI. These tasks are referred to as Email Events in the RFI Emails table in the RFI Settings page. The table below shows the default email notification settings, but users with the appropriate permissions can modify these settings. See Configure Advanced Settings: RFIs.

Email Event Enable Email Creator RFI Manager Assignees  Distribution
Group
Ball In Court Shift 1 icon-x-red.png icon-x-red.png icon-x-red.png icon-x-red.png
Closed icon-green-checkmark.png icon-green-checkmark.png
Created icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Draft Created icon-x-red.png icon-x-red.png icon-x-red.png
Due Date Changed icon-x-red.png icon-green-checkmark.png icon-x-red.png
Reassigned icon-x-red.png icon-green-checkmark.png
Reopened icon-x-red.png
Response Added 2, 3 icon-x-red.png

When 'Ball In Court Shift' emails are enabled and the Ball In Court responsibility for an RFI is shifted manually (see Shift the Ball In Court on an RFI), Procore sends an automatic email notification to the user who the Ball In Court responsibility shifted to (the item's RFI Manager or Assignee), even if no user checkboxes are marked in the RFI Emails table.

2 When 'Response Added' emails are enabled and the Only Show Response to Standard and Read Only Users checkbox is marked (see Configure Advanced Settings: RFIs), an RFI's creator who has 'Standard' level permissions on the tool will not receive an email when a response is added to the RFI, even if the 'Creator' checkbox is marked in the RFI Emails table.

3 When 'Response Added' emails are enabled and the Only Show Response to Standard and Read Only Users checkbox is marked (see Configure Advanced Settings: RFIs), an RFI's creator who has 'Standard' level permissions on the tool will receive an email when a response on the RFI is marked 'Official' if the 'Creator' checkbox is marked in the RFI Emails table. Note: Other users with roles on the RFI will not receive an email when a response on the RFI is marked 'Official', even if checkboxes for their roles are marked in the RFI Emails table.

Examples

Below are examples of the email notifications that are sent by the RFIs tool.

Ball In Court Shift Closed Created
action-required-for-rfi.png rfi-closed.png new-rfi-email.png
Draft Created Due Date Changed New Question Added
draft-created.png due-date-changed.png new-rfi-email.png
Reassigned Reopened Response Added
new-rfi-email.png rfi-reopened.png response-to-rfi.png

See Also

See Also