Use RFIs

Work with an RFI assigned to you.

The RFI assignee is determined by the RFI workflow (Creators to Managers, or Managers to Reviewers and Co-reviewers). See the Set up RFI Workflows topic for more details.

View or Edit

1. Click the Module Selector .

2. In Project Management, click RFIs to display a list of all project RFIs.

3. Click an RFI in the list to open it and see the details of the RFI.

4. Click the pencil icon next to each field to edit the RFI.

5. Click the tabs at the top to see:

   • Details: The information entered into the RFI.
   Note: In Linked references you can view any RFI references to PCOs and also any references to the RFI, for example from a specific issue.
   • Attachments: Documents or Pictures related to the question. Some documents must be downloaded to review.
   • Activity: Shows a history of modifications including comments, attachments, and changes to details. Comments can be entered at the bottom of the RFI in this tab.

The Reviewer workflow role can set an RFI as Answered. The Manager workflow role can set an RFI to Closed after the RFI has been Answered.

Collaborate

To communicate all the details and provide a proper response communication about the request is often needed. All roles and individuals on the distribution list receive emails for updates to the RFI. Add comments or attach more files to clarify the question.

To add comments:

1. Open the RFI.
2. Select the Activity tab.
3. At the bottom of the RFI, enter comments and add documents from your computer or the project documents.

Add Co-reviewers

Managers and reviewers can add Co-reviewers. Co-reviewers are notified when they are added and can provide comments to help provide information. Co-reviewers can be added in the following ways:

1. Managers can add co-reviewers when changing the status to Open using the Co-reviewers drop-down menu.
2. Reviewers can add co-reviewers by selecting Unspecified under Co-reviewers in the Details section of an RFI.