Create an Instruction from an RFI

Objective 

To create a new Instruction from an existing RFI.

Background

In the Procore web application, there is a Project level Instructions tool developed to help users in Australia, Canada and New Zealand manage their site instruction documents. An instruction is a formal instruction sent from the head contractor that contains directives for contractors working on a project. To give project teams the ability to create instructions after an RFI is closed, users with the appropriate permissions to both the Instructions and RFIs tools can create instructions directly from the RFIs tool. 

Things to Consider 

• Required User Permissions:
  • 'Standard' level permissions or higher on the project's Instructions tool
    AND
  • 'Read Only' level permissions or higher on the project's RFIs tool with access to the RFI.
• Prerequisites:
  • Your company's Procore Administrator must request to enable the Instructions tool in Procore.
  • The Instructions tool must also be added to the project's toolbox. See Add the Instructions Tool to a Project.
• Additional Information:
  • The Instructions tool has been developed specifically for Procore clients in Australia, New Zealand and Canada. 
  • The Create Instruction button is only visible and available for use when viewing an RFI. It is NOT available when an RFI is in edit mode. 

Steps 

1. Navigate to your project's RFIs tool.
2. In the Items view, locate the RFI in the list. 
3. Click View to open an RFI.
4. Click the vertical ellipsis  at the top of the page.
5. Click Create Instruction.
6. This redirects you to the New Instruction page.
7. Continue with the steps in Create and Issue an Instruction.

See Also

• Create and Issue an Instruction
• Create an RFI