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Procore (en-CA)

Add Assignees to an RFI as an Assignee on an RFI

Objective

To add additional assignees to an RFI as an assignee on the RFI. 

Background

As an assignee on an RFI, you may sometimes find that you need additional input from another team member. When that occurs, you can use the steps below to add additional assignees to the RFI.

Example
You are a project engineer who collaborated with second project engineer to specify the material requirements of a building exterior. To answer an RFI question about the required fire rating of the exterior cladding that was specified, you would want to add your co-engineer as an assignee to get his or her input.

Things to Consider

  • Required User Permissions:
    • To add Assignees as an Assignee:
      • 'Standard' level permissions or higher on the project's RFIs tool. 
        AND
      • You must be designated as an 'Assignee' on an RFI and have the current  Ball In Court responsibility.
    • To be added as an Assignee:
      • 'Standard' level permissions or higher on the project's RFIs tool.
  • Additional Information:

Demo

assignee-add-assignee.gif

Steps

  1. Navigate to the Project level RFIs tool. 
  2. Locate the RFI in the list. Then click View.
    Note: There are several ways other ways to open an RFI when you are an assignee. To learn more, see How do I open an RFI as an assignee?
  3. In the General tab, scroll to the Activity section.
  4. Click Add Assignees.
  5. In the Select a Person drop-down menu, search for and select the name of one or more users you want to add as an Assignees.
  6. Press ESC on your keyboard.
  7. Click Add Assignees.
    A green banner displays to confirm the user or users were added, they are added to the Assignees and Ball In Court fields on the RFI and emails are sent according to the project's settings. See When does the RFIs tool send email notifications?

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