Only project administrators can set RFI workflow options, including roles for a Creator, Manager, and Reviewer.
There are two workflow options:
The project administrator is the only person with permissions to set the workflow options.
For example, you could assign a subcontractor company called Global Construction as a Creator. Then you could assign other companies to the Manager (General Subcontractor) and Reviewer (Architect) role as shown in the following example.
The user role or company that assigned a particular workflow drives the RFI Status. For instance, using the workflow roles listed above, the Creator (Quality Construction or Acme Mechanical Contractors) can submit an RFI to Global Construction (the Manager/General Contractor) and choose a person from the company as an assignee. The assignee from Global Construction opens the RFI, edits, and send for review to the selected reviewer from elegant design.
Creator workflow role: All Companies
Manager workflow role: All companies with the Trade/Company Type "General Contractor" as defined in BIM 360 Enterprise Administration. (Account Admin access required to add and edit Trade or Company Type data).
Reviewer workflow role: All companies with the Trade/Company Type "Architect" as defined in BIM 360 Enterprise Administration (Account Admin access required to add and edit Trade or Company Type data).