Close an RFI

Things to Consider

  • Required User Permissions

  • Additional Information:

    • RFIs can be closed without responses.

    • After you close an RFI, you are NOT permitted to add questions or responses.

    • If you want to reopen a closed RFI, see Reopen an RFI.

    • If you close a 'Draft' RFI it is automatically assigned a 'Closed-Draft' status.

Note

When projects are connected via the Connection Manager tool, any RFIs closed in the upstream project will automatically copy to the downstream project. See User Guide: Procore Connect for RFIs.

Steps

  1. Navigate to the project's RFIs tool.

  2. Click the Items tab.
    This lists all project's RFIs in the Draft and Open statuses. You can close an RFI in either status.

  3. Click View next to the RFI you want to close.

     Tip

    Before you close the RFI, you can edit the Distribution List to add one or more users from the company in the Responsible Contractor field. See Edit an RFI. If the RFI email settings for the project are configured to send emails to users on an RFI's Distribution List when an RFI is closed, adding those users to the Distribution List will ensure they receive an email notification when the RFI is closed. See When does the RFIs tool send email notifications?

  4. Click Close RFI button at the top of the page.

  5. A green banner will appear to confirm the RFI has been closed.

See Also

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