RFIs Module Help Articles
RFIs Module
Topics are divided into the following categories. Select a category, then click on a topic to view the topic.
All Users
Cross Reference Related Items to an RFI
Notify Users of Changes in the Midst of a Review
Send an RFI to Someone Off the System
Upload File Attachments to RFIs
View RFI Statistics and Graphs
Construction Team
Notify Multiple Contractors of an Incoming RFI
Contractors
Allow Subcontractors to View RFIs
Notify Multiple Architects of an RFI as a Contractor
Notify Multiple Contractors of a Draft RFI as a Contractor
Design Team
Architects
Answer an RFI as a Design Team Leader (Architect) User
Can an Architect or Design Team Leader Submit an RFI to the Contractor?
Delete an Attachment from a Returned RFI
Forward an RFI to a Consultant/Secondary Reviewer Twice
Forward an RFI to Consultants, Engineers and Owner Reviewers
Log an RFI on Behalf of My Contractor
Log an RFI Review on Behalf of a Reviewer
Notify another Architect or Project Admin (Design) that a Submittal or RFI is Ready for Review
Consultants/Reviewers
Answer an RFI as a Consultant/Reviewer
Edit RFI Response/Attachment from Consultant
How do Consultants Send Notifications when RFI Answer is Complete?
Notify Multiple Design Team Members of an RFI Review
Project Administrators
You must be a Project Administrator to perform the following tasks:
Adjust Frequency of Automated Emails for Reviewer RFI Answers
Auto-Forward RFIs to Consultants, Engineers, and Owner Reviewers
Auto-Notify Users of Closed RFIs Based on Trade
Auto-Notify Users of New/Returned RFIs
Change the Category for a Closed RFI
Configure RFI Trades/Disciplines
Configure the Default Due Date for RFIs
Set Business Days vs. Calendar Days
More Information
Acceptable File Types and Sizes for Upload as Attachments
Owner vs. Owner Rep User Roles for RFIs