Quel est le rôle d'un responsable des demandes d'informations (RFI) ?

Dans Procore, un gestionnaire de DDR est la personne responsable de la supervision d'une DDR tout au long de son cycle de vie. Il fait la liaison entre le créateur de la DDR et l'équipe de conception, et a la responsabilité de réviser toutes les ébauches de DDR et soit (1) de fournir une réponse aux DDR et de les fermer, soit (2) d'ouvrir les ébauches de DDR, de leur attribuer un numéro, puis de les assigner au membre approprié de l'équipe de conception, qui fournit ensuite une réponse à la question de la DDR.

What is the RFI Manager's workflow?

Once the RFI Manager reviews the draft RFIs assigned to them, they can:

• Respond and Close: Submit a direct response and closing the item. Refer to How do I submit a response to a 'Draft' RFI when I am the RFI Manager?

• Reassign for Input: Route the RFI to one or more reviewers to collect their feedback.

When all reviewer responses are in, the RFI Manager selects the Official Response. At this stage, the RFI can be closed, the responsible parties notified, or a Change Event created if necessary. Go to Create a Change Event to learn more.

Who can be assigned as an RFI Manager?

By default, the RFI Manager must be one of the following:

• A user with Admin level permissions on the project's RFIs tool.

• A user with Read Only or Standard permissions who has the Act as RFI Manager granular permission enabled.

Changing the Default Assignment

• Automatic Selection: When creating a new RFI, Procore automatically populates the default RFI Manager configured in your project settings.

• Manual Overrides: Users with appropriate permissions can manually change the RFI Manager to any eligible user when creating or editing an RFI.

RFI Manager vs. Admin Capabilities

Users with Read Only or Standard permissions (plus the Act as RFI Manager granular permission) can perform the tasks below only for RFIs they created (Standard users only) or RFIs where they are the designated RFI Manager. Admin users can perform all tasks across all RFIs.

Note: Other tasks can be performed with 'Read Only' or 'Standard' permission levels. Some of these other tasks may require different granular permissions to be enabled. See RFI: Permissions and Grant Granular Permissions in a Project Permissions Template.

¹ Only applies to RFIs they created (Standard only) or are assigned to as RFI Manager.