Manage RFI
RFI stands for Request for Information, it is used to obtain information when there are insufficient details in the project models. The "Manage RFI" option is utilized in the SolidWorks application to create and manage RFIs, allowing users to communicate directly within the SolidWorks model. This option becomes enabled once the model interacts with the Enginero project.
RFI Overview
Follow the step below to access and manage RFI’s associated with the Revit model in the Revit application,
- Click on the Manage RFI option under the Enginero tab from the ribbon panel
Manage RFI
- Displays the RFIs related to the model opened in SolidWorks. Users can search for RFIs using the search bar and Click on the Refresh icon to revise with updated RFIs
RFI Overview
- Click on the Filter icon to quickly find or narrow down RFIs based on specific criteria such as By project or model, Sort by, RFI Type, Sub-RFI Type, Status, Priority, Assignee, Start Date, and End Date
RFI Overview (Cont.)
- Click on the RFi to view it in the SolidWorks model with highlighted elements and know about its details, which have been divided into various sections such as Overview, Comments, and History
- Overview - Display the general information and can add reference documents through the attachments option
- Comments - Display the user comments about the respective RFI
- History - Display the activities of the respective RFI
RFI Overview (Cont.)
- Below are the fields displayed in the RFI creation,
|
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 a user to work on the RFI |
|
Reporter |
Display the user who took ownership of the RFI |
|
Created Date |
Display the RFI creation date |
|
Priority |
Assess the importance of issue 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 screenshots for more specific details about RFI |
|
Remove Image |
Remove the uploaded Image |
|
Comments |
Share opinions with fellow users regarding the RFI |
|
History |
Track past activities of the RFI |
|
Property Name |
Display the property name, available exclusively in Property-Based RFIs |
|
Actual Value |
Display the actual property value, available exclusively in Property-Based RFIs |
|
Expected Value |
Display the expected property value, available exclusively in Property-Based RFIs |
Overview RFI Parameters
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