Request For Information Location
To create a Request For Information (RFI) document, the user must navigate to the project which is in question and select the RFI module under the Documentation menu header in the left-hand menu.
This will bring up the RFI log screen. The user has to select the Add RFI button located in the upper right-hand corner.
The RFI Details Tab
A request for information (RFI) is a document used to gather information from other parties involved in the project, there are certain fields which are required, but it is recommended that the user populates as many details as possible.
RFI Number - This is a required field, but auto-generates based upon the previous RFI document. This field can be changed by the user, and the numbering system will change just for this project.
RFI Date - This is a required field but auto-populates with today's date, the user can change this if need be.
To - This is a required field, but only contact people added to the Project Member's team will be displayed in this list.
Response By Date - This is a required field and auto-populates with a date 7 days from the date the RFI document was created.
Action Required - Is a multi-select field, the user can check as many boxes as needed.
Potential Impact - This is not a required field, but if the user wants to assign a PCO to the RFI it must have the Cost box selected.
From - This is a required field, but only contact people added to the Project Member's team will be displayed in this list.
CC - is a multi-select field where the user can add multiple email contacts.
Priority - Users are able to define their own priority level
Regarding - is a multi-select where the user can assign the RFI to a specific trade.
Subject - this field will be displayed on the email and the RFI log
Location/Reference Document/Drawing - manual entry fields, and will only be displayed on the RFI if they are populated.
Specification - is a multi-select field where the user can assign the RFI to a single or multiple line items in the Activities Log
Description - Allows the user to entry in details about the question
Proposed Solution - Is an optional field, the user can enter in information but if they do not the field is not displayed on the RFI document.
Attachments - Allows the user to attach any files they want to backup the RFI. All attachments will be displayed as links inside the emailed document.
RFI Terms & Conditions Tab
The Terms and Conditions tab allows users to add and remove standard terms and conditions on a document by document basis.
RFI Document Tab
The default template is TriBuild's standard layout, but users can create their own global RFI documentation. These templates are accessible at the module level by selecting the Choose Template button.
When the user is finished they can either select View and Send or Save buttons. Any documents that are in the draft are not considered completed. Preview and Send allows the user to go through the email process, as long as the email addresses are valid in the directory we will be able to send them an email.