Procore / COMPANION EXAMPLE

Procore: mark an official response and close an RFI

You are managing an RFI with several replies. The team needs a clear answer and a record that the issue is resolved.

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YOU ASK

The architect has answered our Procore RFI and the issue is resolved. How do I make that the official answer and close it?

propfessor.Companion example

The short answer

Mark the relevant reply official, then close the RFI. These are separate actions: selecting an official response highlights the answer; closing changes the RFI’s status.

Work through it

  1. Open the project’s RFIs tool, choose Items, and select View beside the RFI.
  2. In Responses, select Mark Official beside the correct reply. More than one reply can be official when they form a consistent answer.
  3. Once the issue is resolved, check the Distribution List and the project’s notification settings. Select Close RFI at the top, then check the green confirmation banner. Notifications depend on those settings.
The example, made concrete
ActionWhat it does
Mark OfficialIdentifies the response the team should use
Close RFICloses the record; further replies require reopening

Admin permission is assumed here. Other users need the applicable granular permissions and RFI role; permission to mark a reply official does not automatically grant permission to close.

WHAT YOU CAN DO NOW

You can highlight the agreed answer, close the record and check who will be notified.

What if two replies contradict each other?

Keep the RFI open and ask the assignees to clarify the correct answer in a new reply. Do not turn conflicting replies into an official answer by marking both, or by writing your own interpretation. Once the answer is clear, select the appropriate response and finish the workflow.

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