Forward an RFI for Review

When a project manager creates an RFI and add assignees as members on the RFIs workflow, assignees are required to reply with an answer that clarifies the question being asked. As an assignee on an RFI, the need to forward an RFI to another user for additional clarification might occasionally arise. For those situations, an assignee with Ball-in-Court responsibility for replying to the RFI can forward the RFI to that individual (or individuals). This action adds the user to the RFIs workflow and sends them an email notification as well as an in-app notification card in Procore's Notification Center (via the Notification Bell). Selecting either link takes the user directly to the RFI.

• Required User Permissions

• Additional Information:

  • An assignee is limited to forwarding an RFI to one (1) user at a time.

  • If you receive a forwarded RFI, you are required to submit your RFI answer by the same due date as other assignees on the workflow.

  • After the response is submitted, BIC responsibility will shift back to the original Assignee who forwarded the RFI.

  • To learn the difference between the Add Assignee and Forward for Review functions, see What's the difference between adding an assignee to a RFI and forwarding an RFI for review?

  • When an RFI is forwarded for review, the designated reviewer receives an in-app notification card under the Notification Bell in addition to the standard email notification, provided their notification settings allow immediate RFI notifications.

1. Navigate to the project's RFIs tool.

2. Locate the RFI that you want to forward in the Items tab.

3. Click View.

4. Scroll to the Responses card.

5. Click the add icon.
   Note: This button only displays if you are designated as an Assignee on the RFI with the current Ball In Court responsibility.

6. Click Forward for Review.

7. Select the individual that you want to review the RFI from the Forward To drop-down menu.

   • For a name to appear as a selection in this list the user must be added to the Project Directory. See Add a User Account to the Project Directory.

   • The user must also be granted 'Standard' level permissions or higher on the RFIs tool. See Change a User's Permissions in the Project Directory.

8. Click Forward for Review.
   

   Note

   What happens next:

   • Ball in Court (BIC) responsibility shifts to the selected reviewer.

   • The designated reviewer receives an email notification and an in-app notification card in the Notification Center (accessed via the Notification Bell icon in the top header bar).

   • Selecting the notification card opens the RFI directly, allowing the user to review and submit an answer without searching for the item.

• Respond to an RFI