The RFIs module is used to track all requests for information for a project.
Quick Links
Use the links to quickly jump to the steps in the article below.
- Select RFIs from the Logs Menu and click on +New
Note:
There are multiple ways to look at the RFI information with the use of views. The views available are:
▪ *All RFIs
▪ *All RFIs by Status
▪ *Late RFIs
▪ *Open RFIsTo learn more about views, click here
- In the RFI Section, enter the following information:
IMPORTANT:
Any field with an asterisk * is a required field and must be entered.
▪ RFI Title: A descriptive title for the RFI
▪ RFI Number: The system will generate the next available number once the RFI is saved
▪ RFI Status: A drop-down of the status for the RFI
▪ RFI Closed: Toggle indicates the RFI has now been resolved.
▪ Ball-in-Court: The user who should be made aware of this item and is currently responsible for the item. When the record is saved an e-mail is sent to the Ball-in-Court. This will occur every time the Ball-in-Court is changed.
▪ Cc: Any additional users who should be aware of this item. When the record is saved an e-mail is sent to all listed in the Cc field. This will occur every time the Ball-in-Court is changed.Note:
▪ All BIC / Cc emails are tracked in the Email Notice Log.
▪ If there is no Ball-in-Court listed, users in the Cc column will not receive any notifications.
▪ If a user is added to the Cc column, only that user will be notified of their addition.
▪ If users are added as individuals and as a member of a group, they will only receive one notification email. - In the GENERAL INFORMATION Section, enter the following:
▪ To: Select from the drop-down the company and person receiving the RFI (This is populated by the Project Directory)
▪ From: Select from the drop-down the company and person sending the RFI (This is populated by the Project Directory)
▪ Priority: A drop-down of the selections for the priority
▪ Requested Response Date: The date a response is requested by
▪ Initiated By: The person initiating the RFI (This will default to the user entering the RFI but can be modified)
▪ Initiated Date: The date the RFI was initiated (This will default to the current date but can be modified) - In the QUESTION Section, enter the following information:
▪ Question or Problem: A detailed description of the question or problem
▪ Proposed Solution: A detailed proposed solution to the question or problem
▪ Cost Impact: Yes is selected if there is an anticipated cost impact
▪ Schedule Impact: Yes is selected if there is an anticipated Schedule impact
▪ Drawing Number: A drawing number(s) associated with the RFI
▪ Spec Section: A spec section associated with the RFI - Use the DISCUSSION Section for any discussions during the process
▪ Discussion: Enter any discussion items here. Each entry will be date and time stamped and show the user who entered the discussion information.
- Use the RESPONSE Section to answer the RFI
▪ Answer: The answer or response to the RFI
▪ Reviewed By: The user who answered or responded to the RFI
▪ Answered Date: The date the RFI was answered - Use the ATTACHMENTS Section to add or view any attachments for the contract
Note:
To learn how to attach files, click here
IMPORTANT:
When finished entering information, click Save and Continue or Save and Close