Respond to an RFI

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 Ball In Court person until you submit a response. To view a common workflow of the RFI process, view the Workflow Diagram.

• Required User Permissions

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:

• Reply to the RFI by Email: Show/Hide Details

  1. Open the New RFI message in your email client.

  2. Click Reply in your email client.

  3. In the body of the email message, enter the message for your reply.

     • 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 customized format, it will NOT maintain its custom format in Procore.

  4. Click Send.

• Reply in Procore: Show/Hide Details

  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.

  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.

     • Use a drag-and-drop operation to move files from your computer to the Drag and Drop Files area.

  8. 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 on Your Mobile Device: Show/Hide Details

  The steps you use depend upon your device:

  • Reply to an RFI (Android)

  • Reply to an RFI (iOS)

After you submit your response to the RFI, the system automatically shifts the Ball In Court responsibility to the RFI Manager and email notifications are sent according to the project's settings.

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:

• If you want to obtain more information from another user, follow the steps in Edit an RFI and designate the other user as the Assignee on the RFI.

• If the RFI received only one (1) reply and that response satisfies the information requirements, follow the steps in Close an RFI.

• If the RFI received multiple replies, you can review the replies and designate the one that satisfies all the information requirements as the 'official response'. See Choose an "Official Response" for an RFI.