When does the RFIs tool send email notifications?
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 |
|---|---|---|---|---|---|
| Action Required By Shift 1 |  |
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| Closed | |
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| Created | |
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| Draft Created | |
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| Due Date Changed | |
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| Reassigned | |
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| Reopened | |
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| Response Added 2, 3 | |
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1 When 'Action Required By Shift' emails are enabled and the Action Required By responsibility for an RFI is shifted manually (see Shift the Action Required By on an RFI), Procore sends an automatic email notification to the user who the Action Required By responsibility shifted to (the item's RFI Manager or Assignee), even if no user tickboxes are marked in the RFI Emails table.
2 When 'Response Added' emails are enabled and the Only Show Official Response to Standard and Read Only Users tickbox 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' tickbox is marked in the RFI Emails table.
3 When 'Response Added' emails are enabled and the Only Show Official Response to Standard and Read Only Users tickbox 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' tickbox 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 tickboxes 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.
| Action Required By Shift | Closed | Created |
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| Draft Created | Due Date Changed | New Question Added |
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| Reassigned | Reopened | Response Added |
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