Process RFI

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.

An RFI undergoes a dynamic review process driven by status changes. Here's how it works:

Creation: An RFI is created with a default status of Submitted. If it can't be completed immediately, the status can be set to Draft by the creator.
Submission (Managers Only): The creator submits the RFI, transferring its ownership to the Manager.
Review: The manager can now assign up to 10 reviewers, changing the status to Open. The default reviewers are set in RFI Types settings.
Response: Reviewers provide their responses, which are tracked separately. Reviewers can edit their responses while the RFI is in Open In review status and they are still the Ball in court. Manager can also indicate if they should be skipped.
Official Response: The Manager reviews the responses, chooses an official response from a list, adds comments and attachments if enabled, and changes the status to Answered.
Closure: Post-response, the manager sets the status to Closed and distributes the RFI to all project members. Closed RFIs can be saved to files.

If at any point the RFI becomes irrelevant, it can be marked Void from the status drop-down menu.

Note: When RFI is returned to the previous Reviewer or Coordinator submitted response remains in the response box and can be edited.

Consider this example: A General Contractor (Creator) initiates an RFI. Global Construction (Manager) receives it and assigns it to Elegant Design, City Permitting and Regional Utilities (Reviewers) for responses. The manager reviews the responses, chooses an official response, and returns it to the General Contractor.