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Procore (en-GB)

Create RFIs on a Drawing (iOS)

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Objective

To create RFIs on a drawing in the Drawings tool using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To create RFIs on a drawing: 
      • 'Read Only' level permissions or higher on the project's Drawings tool.
        AND 
      • 'Standard' or 'Admin' level permissions on the project's RFIs tool.
    • To publish personal markups to the Published layer:
  • Additional Information:

    • This asset or item can be viewed or edited in offline mode provided that it was previously viewed and cached on your mobile device.

Steps

  1. Navigate to the project's Drawings tool using the Procore app an iOS mobile device.
  2. Tap the drawing you want to add an RFI to.
  3. In the markup toolbar, tap the shape or line you want to represent the RFI (e.g. Cloud or Arrow). See Mark up a Drawing (iOS).
  4. Place the markup shape or line on the drawing.
  5. Tap Link. 
  6. Tap Link an RFI.
  7. Tap the icon-plus-quick-create-mobile2.png icon.
  8. Enter the appropriate information into the RFI form. See Create RFIs (iOS).
  9. Tap Save.
  10. To publish the RFI markup, select the hand icon, tap the markup and tap Publish. See What is the difference between personal and published drawing markups?