Users will need to fill required details to create an RFI. Follow the below steps access the RFI details,


  1. Select Projects from the side Navigation bar and choose the required Project

Choose the required Project

  1. Select the RFI module and choose the desired RFI to view the RFI details

Viewing the Overview information

  1. Following fields will be presented to the user for RFI Creation.

Working with RFI


RFI Fields

Description

Title

Provide a desired name for the RFI

Questions

Enter required question/queries

Suggested Answer

Suggest an appropriate answer about question/queries

Status

Set the status for the RFI as per the defined workflow

Assignee

Assign to complete the RFI

Reporter

Taken ownership of the RFI

Created Date

Display the RFI creation date 

Priority

Assess the importance of RFI which are categorized into three types such as low, medium and high

Type

Display the RFI type

Sub-Type

Display the RFI Sub type

Due Date

Provide a estimated date of RFI completion

Distribution List

Include respective users to work with RFI

Attachments

Upload a reference file related to the RFI

Add Image

Add a reference image related to the RFI

Add Screenshot

Add additional screenshot for more specific details about RFI

Remove Image

Remove the uploaded Image

Comments

Express in text to fellow users for knowing related to the RFI

History

Track past activities of the RFI

Linked Drawing

Only available in 2D Viewer Based RFI, link a associated drawing for reference

Property Name

Only available in Property Based Issue, display the property name

Actual Value

Only available in Property Based Issue, display the Actual value of the Property

Expected Value

Only available in Property Based Issue, provide the desired value of the Property

Overview RFI Parameter

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