Create an RFI

The process of creating an RFI on both web and mobile platforms has been designed with a focus on efficiency and ease of use.

Before starting to work with RFI tool see RFI Administration to learn more about permissions, custom fields, types and more.

Create an RFI (Web)

To create RFI on the web:

  1. Click Create button in the top left corner.
  2. Select Status. To learn more, see RFI statuses
  3. Enter RFI number. To learn more, see RFI numbering
  4. Enter Title.
  5. Select RFI Type. To learn more, see RFI Types
  6. Choose the Ball in court. You can select up to 10 reviewers.
  7. Attach References:
    • Select Files, Sheets, Photos, Submittals, Issues, Schedule, Assets, PCO, Forms or other RFIs
    • Upload files from your device
  8. Fill in additional fields.
  9. Press Create.

The default RFI number is taken from the last created or renamed RFI with the number incremented by one. This default number can be changed as long as the number is unique.

To change RFI number:

  1. Choose and open an RFI item.
  2. Edit the number field in the top right corner. See image below:

To edit RFI on the web:

  1. Choose and open an RFI item.
  2. Adjust desired fields.

Create an RFI (Mobile)

To create RFI on the mobile app:

  1. Tap Create RFI button.
  2. Select Status.
  3. Enter RFI number.
  4. Enter Title.
  5. Select RFI Type.
  6. Choose the Ball in court.
  7. Attach References:
    • Select Files, Sheets, Photos, Submittals, Issues, Schedule, Assets, PCO, Forms or other RFIs
    • Upload files from your device
  8. Fill in additional fields.
  9. Press Create.

To edit RFI on mobile app:

  1. Tap an RFI.
  2. Tap Edit.
  3. Change needed fields.
  4. Tap the back arrow.
Tip:

When working with Markups or Issues, you can create a new RFI directly from the reference picker. After creating an RFI, you'll be automatically redirected back to the 'Choose RFI' screen with your new RFI pre-selected, ready for use. Remember, this feature is only available to users with permission to create RFIs.

Additional RFI Numbering Information

Proper numbering conventions for RFIs are an important best practice in construction project management.

Assigning clear, logical numbers to RFIs allows project teams to easily track and sort these information requests throughout the construction process. Custom alphanumeric formats help differentiate between RFI types and trades while supporting proper chronological sorting. Numbering also enables the reuse of voided RFI numbers by appending identifiers like "-void".

Overall, implementing thoughtful RFI numbering and revision schemes ensures efficient information sharing and management across large, complex construction projects with multiple stakeholders.

RFIs Numbering Best Practices

Administrators and managers can assign custom numbers to RFIs in the Open status, which are then sent to reviewers.

Supported RFI numbering formats:

Tip:

To reuse a number, rename voided RFIs, such as changing BID-2 to BID-2-void. The suggested number for a new RFI might belong to a different numbering group or be appended to a "void" number.

RFI Revision Numbers

Sometimes the RFI process does not go according to the initial plan. In that case, it is recommended to duplicate the existing RFI and assign it a new number that indicates it is a revision of the original. The revised RFI with the new number can then be edited as needed and proceed through the process like a new RFI. This allows the RFI process to continue when the initial RFI does not go as planned, by creating a new revision number rather than having to start over with a completely new RFI number sequence.

To ensure proper sorting, use the RFI revision format X.1 when creating revision RFIs.

For example, if the original RFI was numbered RFI-001, the duplicate would be numbered RFI-001.1 to indicate it is the first revision of RFI-001. If further revisions were needed, the next revision could be numbered RFI-001.2, and so on.

See the sort order of the two revision methods:

Parent page: Work with RFIs