对 RFI 执行批量操作

目标

使用 RFI 工具中的批量操作菜单，对一批 RFI 执行批量编辑。

背景

想对多个 RFI 应用相同的编辑时，请使用批量操作 > 编辑选项。

需要考虑的事项

• 所需用户权限：
  • 项目 RFI 工具的“管理员”级别权限。
• 支持的视图：
  • RFI 工具的项视图支持批量操作菜单。

步骤

1. 导航到项目的 RFI 工具。
2. 点击项标签页。
   这会显示项目中所有 RFI 的列表。其中不包括送入回收站的 RFI。请参阅删除 RFI。
3. 在项列表中找到要修改的 RFI。
   • 要选择列表中的所有 RFI，请选中左列顶部的复选框。
     或者
   • 要选择列表中的一个或多个 RFI，请选中每个所需 RFI 左侧的复选框。
4. 点击编辑图标。
   
   这将显示一个侧面板，你可以在其中进行必要的编辑。
5. 从这些选项中进行选择以编辑所选的 RFI：

   • RFI Manager*. Select an RFI Manager from the drop-down list. See What is the RFI Manager role?
     Notes:

     • By default, the name of designated RFI Manager appears here. See Designate the Default RFI Manager for a Project's RFIs.
     • If you are a user with 'Admin' level permission on the RFIs tool, you may select yourself or another user with 'Admin' level permission from the list. 

   • Responsible Contractor. This field is automatically prefilled with the company that is associated with the user selected in the 'Received From' field.

   • Received From. Select the person from whom the RFI question was received from the drop-down list. 

   • Location. Select the location pertaining to the RFI from the drop-down list. 
     Note: If Procore is configured to allow users to create locations (see Allow or Disallow Users to Create Locations Within a Tool), you can click the Create a New Location button at the bottom of the list. 

   • Private. Select Yes or No from the drop-down list. Yes indicates the RFI(s) will be marked Private. No indicates the RFI(s) will NOT be marked Private. 

   • Cost Impact. Select one of the following options from the drop-down list. 

     • Yes. Select this option if you know the amount by which the cost will be impacted. Then enter a number in the $ box to indicate the cost impact.
     • Yes (Unknown). Select this option if you know the cost will be impacted, but the amount is not know. 
     • No. Select this option if there is no impact to the cost. 
     • TBD. Select this option if you have yet to determine if there is a cost impact. 
     • N/A. Select this option if the cost impact is not applicable to this RFI. 

   • Schedule Impact. Select one of the following options from the drop-down list. 

     • Yes. Select this option if you know the number of days by which the schedule will be impacted. Then enter a number in the Days box to indicate the total number of calendar days.
     • Yes (Unknown). Select this option if you know the schedule will be impacted, but the number of days is not known. 
     • No. Select this option if there is no impact to the schedule. 
     • TBD. Select this option if you have yet to determine if there is a schedule impact. 
     • N/A. Select this option if an impact to the schedule is not applicable to this RFI. 

   • Due Date. Enter or select a date from the calendar for the RFI response to be due. This field is only visible and available to users with 'Admin' level permissions on the project's RFIs tool.
     Note: The 'Due Date' field is automatically populated based on the default number of days specified on the RFIs tool's Configure Settings page. See Configure Advanced Settings: RFIs. The due date also respects which days are set as 'working days' for the project. See Set Project Working Days.

6. 点击 应用。
   这会将指定的编辑应用于所有选定的 RFI。将显示一个绿色横幅，以确认已成功编辑的 RFI 总数。如果编辑未成功保存，则会出现红色横幅。

另请参阅

• 创建 RFI
• 编辑 RFI
• 删除 RFI