Elevate a Coordination Issue to an RFI

在项目的协调阶段，冲突和其他施工问题通常会被识别为协调问题并进行跟踪。这使项目团队能够非正式且高效地协作和解决设计冲突。这是管理改进建筑模型所需的日常来回通信的有效方法。

但是，某些问题无法非正式解决，或者可能需要设计团队成员或其他关键利益相关方做出正式的、符合合同规定的答复。当协调问题需要正式的、有记录的问题和答案时，其应上报为信息请求（RFI）。这可确保在项目的 RFI 工具中正式跟踪查询，并且答复成为正式项目记录的一部分，提供可能影响成本、进度计划或范围的必要说明。

问题的状态会根据 RFI 的进度自动更新:

• 已提升:一旦问题链接到 RFI，问题的状态就会更改为"已提升"。如果 RFI 在没有"正式"答复的情况下重新打开，状态将恢复为已提升。

• 已发布:在有人向 RFI 添加"正式"答复后，状态更改为"已发布"。如果在记录"正式"答复后重新打开 RFI，状态将保持已发布。

• Required User Permissions

• Additional Information:

  • You can alternatively elevate issues to RFIs from the Procore BIM Plugin. See Elevate a Coordination Issue to an RFI from the Procore BIM Plugin.

Follow these steps to elevate an issue to a new or existing RFI.

1. Navigate to the project's Coordination Issues tool.

2. Click the Issue link to open it in the Issue [#] panel.

Elevate to RFI

1. Click the icon and choose Elevate to RFI > Elevate to New RFI.

2. In the New RFI panel, complete the required fields and add optional information as needed.

   Show/Hide Fields

   This table details the fields in the New RFI panel.

   Field Label	Description	Required Field?	Action/Notes
   Subject	Enter a clear, descriptive title for the RFI.	Yes	This title identifies the RFI in the main list.
   Question	Provide the detailed question.	Yes	Include all necessary context to help assignees and reviewers provide an accurate answer.
   Drawings	Link relevant project drawings from the Drawings or Document Management tool.	No	If using Drawing Areas, select the area first, choose the drawings, and click Add.
   Attachments	Upload supporting files or photos	No	Any existing views or attachments will be automatically linked to the RFI.
   Location	Select the specific project location from the dropdown.	No	To create new options, refer to Add Locations to a Project.
   RFI Manager	Assign the RFI Manager for this request	Yes	Select from users with 'Admin' permissions on the RFIs tool. The default project manager will auto-populate, if available. See What is the RFI Manager role?

3. Click Create Draft.
   A confirmation banner appears with a link to the draft. An 'Admin' on the RFIs tool must set the RFI's status to Open to start the workflow. You cannot close or re-elevate the original issue until the new RFI is closed.

Elevate to Existing RFI

1. Click the icon and choose Elevate to RFI > Elevate to Existing RFI.

2. In the Select an RFI panel, search for the RFI by number or subject.

3. Click the desired RFI in the list.

4. Click Elevate to this RFI.

• Edit an RFI

• Respond to an RFI

• Close an RFI