Request for Information (RFI) - An Overview

2020-02-04 20:14

The RFI workflow

   

Who gets notified for RFIs?

When an RFI is submitted or assigned

When an RFI is submitted to or assigned to your company:

  1.  You will receive an email notification containing the details of the RFI.
  2. The RFI count on your company dashboard will increase.

When an RFI is completed

When an RFI is completed anyone who has been submitted or assigned to the RFI or has been granted explicit access to the RFI will receive an email notification of the completion.  

Who Can See RFIs?

In process RFIs

Only companies who have been submitted or assigned to the RFI or any company that has been granted explicit access to the RFI can see the RFI while it is in process.

Completed RFIs - Public

For RFIs that have been flagged as public, any company that is a member of the project can view or download the RFI.

Completed RFIs – Private

For RFIs that have been flagged as private, only companies who have been submitted or assigned to the RFI or any company that has been granted explicit access to the RFI can see the RFI.  

RFI statuses

New

The RFI has been created but has not yet been submitted to the design team and/or owner.

Submitted

The RFI has been submitted to the design team and/or owner for review and comment.

Internal

The RFI was completed by the General Contractor prior to submission to the design team and/or owner.

Completed

The RFI has been reviewed and completed.

Rejected

The RFI has been reviewed and rejected.  

RFI Administrative Options

These options can be configured by project admins for the General Contractor (Build Phase) or Architect of Record (OTB Phase).  Navigate: Admin -> Project Admin -> Document Management Configuration -> RFI Tab

RFI Due In Days (Default)

Sets the default number of days for the RFI due date.

Hide RFI Progress from the originator

When enabled, the originator of the RFI cannot see notes or other details entered into the RFI until it is completed.  If disabled, the RFI originator can follow the entire progress of the RFI.

Proposed Solution is required

When active, the RFI’s proposed solution field must be completed before an RFI can be submitted.  Otherwise, the proposed solution is options.

RFI Submission

By default, the General Contractor can only submit to the Architect of Record (AOR). This option allows RFIs to be submitted directly to anyone on the project team (Owners, engineers, etc).  Using this option, you can modify the overall workflow of the RFI.

Automatically add owners group

When enabled, the owners group will be automatically granted access to all RFIs upon submission.  This will allow owners to see all RFIs and to receive notifications about all RFIs. 

RFI Type Values

Defines the type of RFIs that can be created as well as the default type. RFI types are used for reporting and filtering.

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