Configure RFI Trade/Disciplines

1 minute
6 months ago

Configure RFI Trades/Disciplines

The RFI trade/discipline function is an additional filtering tool for searching and generating reports. An example of a trade/discipline is Structural or Mechanical.

You must be a Project Administrator to add, edit or delete trade/disciplines.

To configure RFI trades/disciplines

Select Administration > Module Configuration from the right navigation panel of the RFIs module.

Scroll down to the Trades/Disciplines section of the page and enter the new trade/discipline in the Add Trade field.

Click Save Settings at the bottom of the Trades/Disciplines section.

The Trade/Discipline pull-down menu remains hidden on the Add/Edit RFI page until a trade/discipline is defined.

To add a trade/discipline to multiple modules, see Populate Trades/Disciplines Across Modules.

To delete an RFI trade/discipline

On the Module Configuration page, click the trash can icon next to the trade/discipline.

Click Save Settings at the bottom of the Trades/Disciplines section.

A trade/discipline type cannot be deleted if an RFI is assigned to that trade/discipline.

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