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Search for and Filter RFIs

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Objective

To use the search, filter and sort options to locate RFIs.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's RFIs tool. 
  • Additional Information:
    • Use the search tool to further narrow the displayed results. The search tool respects any selected filter parameters and will only search for items within the filtered results.
    • The filters that you apply (by selecting items in the Add a Filter drop-down list) are persistent and will be retained for your next session, unless you click Clear All. 

Steps

Search for an RFI

  1. Navigate to the project's RFIs tool.
  2. Click the Items tab.
  3. Enter a word or phrase in the Search box and Press ENTER on your keyboard or click the icon-search.png icon.

    The search feature supports the use of advanced search symbols. To learn more, see What is an advanced search symbol in Procore?


    search-rfis.png

    The following fields are searchable in the RFIs tool:
    • Number
    • Subject
    • Question
    • Response

Filter the RFIs List

  1. Navigate to the project's RFIs tool.
  2. Click the Items tab.
  3. Click Add Filter and select one of the following options: 
    filter-rfis.png
    • Assignees. Select the name(s) of the Assignees to only show  RFIs assigned to those individuals.
    • Action Required By. Select the name(s) of a Action Required By person. 
    • Cost Code. Select a cost code to limit the log to only RFIs associated with the selected code. 
    • Created By. Mark the checkboxes that correspond to the desired RFI creators.  
    • Location. Select Location from the drop-down list. Then, you have these options to narrow your selection to specific sub-locations:
      • If you want to include the project's sub-locations in your search, mark the ​Include Sub-locations checkbox. To ignore sub-locations, remove the tick. See How do I filter by multi-tiered locations?
      • If you want to include only a specific location (or locations) in your search, mark the corresponding tickboxes. 
        Note: For the tickboxes above to appear as selections, at least one (1) submittal on your project must be associated with a sub-location.
    • Overdue. Select Overdue and then mark the Yes checkbox to narrow you selection to overdue RFIs. 
    • RFI Stage. Select RFI Stage and mark one or more checkboxes from the list to narrow the list to your selections.
    • Received From. Select the person from whom the RFI was received. 
    • Responsible Contractor. Filters the list by the contractor or subcontractor with responsibility for completing the work related to the RFI. 
    • RFI Manager. Filters the list by the RFI Manager.
    • Status.
      When you select Status, a drop-down list appears so you can select one or all of the following:
      • Open. Narrows the list to show only active RFIs in Open status. This does NOT include RFIs in the Recycle Bin. 
      • Closed. Narrows the list to show only active RFIs in the Closed status. This does NOT include RFIs in the Recycle Bin. 
      • Draft. Narrows the list to show only active RFIs in the Draft status. This does NOT include RFIs in the Recycle Bin. See What is a 'Draft' RFI?
  4. Press ESC on your keyboard to view the filtered list of RFIs.
  5. Optional: Repeat the steps above to add more filters.
  6. To clear one filter, click the X next to its name.
    OR
    To clear all filters, click Clear All.

Sort the RFIs Log

  1. Navigate to the project's RFIs tool.
  2. Click the Items tab.
  3. Click one of the following column names to sort the list of RFIs by data from the corresponding fields:
    • #
    • Subject
    • Responsible Contractor
    • Received From
    • Date Initiated
    • RFI Manager
    • Due Date
    • Closed Date
    • Programme Impact
    • Cost Impact
    • Cost Code
    • Custom Fields ('Number', 'Date', 'Checkbox' and 'Plain Text')
      Note: Columns for custom fields are hidden by default. See Customise the Column Display in the RFIs Tool for information about showing, hiding and rearranging columns in the RFIs list.

      switch-column-order.png
  4. Optional: Click the column name again to switch the results between ascending and descending order.