Respond to an RFI

Also available on  ios-gray-icon.jpg  android-gray-icon.jpg 

Objective

To send a response in reply to an RFI to which you've been assigned.

Background

If you are listed as an 'Assignee' of an RFI, it means that your response has been requested. It's strongly recommended that you enter a response as soon as possible to ensure that the RFI can be resolved in a timely manner. Remember, an RFI may require the response from multiple persons before it can be sufficiently resolved. The RFI will remain assigned to you, which means you're listed as the Action Required By person until you submit a response. To view a common workflow of the RFI process, view the Workflow Diagram.

Things to Consider

Video

 

Steps

When you are designated as the 'Assignee' on an RFI, you have different options for submitting a reply. Each option logs your reply in the appropriate project's RFIs tool:

After you submit your response to the RFI, the system automatically shifts the Action Required By responsibility to the RFI Manager and email notifications are sent according to the project's settings. See When does the RFIs tool send email notifications? 

Reply to the RFI by Email

  1. Open the New RFI message in your email client. 
    A message resembling the one below appears. 

    rfi-email-to-architect.png
     
  2. Click Reply in your email client.
    The system reveals a reply form and the reply to email address. 
  3. In the body of the email message, enter the message for your reply.

    reply-by-email-address.png

    Notes:
    • Do NOT modify the email address in the To field. This email is required in order to send your reply to the RFIs tool in the related project. 
    • You can also add any attachments to the email as desired.
    • If your email client has a customised format, it will NOT maintain its custom format in Procore.
  4. Click Send.
    The system posts your email (along with any attachments you added) as your response to the RFI's Responses card in Procore and sends email notifications according to the project's settings. See When does the RFIs tool send email notifications? 

Reply to the RFI in Procore

  1. Navigate to the Project level RFIs tool. 
  2. Locate the RFI in the list. Then click View.
  3. In the General tab, scroll to the Responses card.
  4. Click the icon-plus-quick-create-mobile.png icon.
  5. Click Add Response.
  6. Enter your response in the text box.
  7. Add files as attachments using one of these options:
    • Click Attach Files.
      OR
    • Use a drag-and-drop operation to move files from your computer to the Drag and Drop Files area. 
    1. Click Add.

    Your response is added to the RFI's Responses card and the system sends email notifications according to the project's settings. See When does the RFIs tool send email notifications? 

Reply to the RFI on Your Mobile Device

The steps you use depend upon your device:

Next Steps

The next steps are typically completed by an RFI Manager (see What is the RFI Manager role?) or a user with 'Admin' level permission to the RFIs tool:

See Also