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:
- You will receive an email notification containing the details of the RFI.
- 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.
The RFI has been created but has not yet been submitted to the design team and/or owner.
The RFI has been submitted to the design team and/or owner for review and comment.
The RFI was completed by the General Contractor prior to submission to the design team and/or owner.
The RFI has been reviewed and completed.
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.
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.