Request For Information Detail View

Request For Information Detail View is used to manage a single RFI data/content. Detail View displays all of the RFI attributes and associations such as:

RFI Content - Files table
RFI Recipients - Recipients table.
RFI Comments - Comments Table to collect Reviewer's feedback
Reference Files – Supporting documents attached to provide context, background information, or justification.
RFI Response Files - Files attached to aid the resolution of the issue.
Possible Cost/Schedule Impacts – Table to capture any potential financial or timeline consequences identified during the review.

RFI Detail View Actions

By default, the Recipients, Comments, and Files tables are minimized.
Clicking the down arrow button will expand the respective section.
Each table title displays the number of items it contains. Tables with zero items do not show a count.

Recipients Table

The Recipients table is used to manage the contacts to whom RFI are sent.
Users must have Contact Management permissions enabled in order to manage RFI contacts.
Each RFI recipients will receive a separate email notification containing a tracking code and a download link to the RFI content.

To send out a RFI, at least one reviewer must be added to the Recipients table.
If no recipients are present, the table border will appear in red to indicate that this is a required field

Comments Table

The Comments table is used to manage RFI correspondence received from recipients or the sender.
Comment replies are nested one level beneath each original comment.
Users must have the RFI - Edit permission enabled to edit comments, and RFI - Delete permission to delete them.

Files Table

The Files table is used to manage the content of a RFI package.
Files uploaded or associated with the RFI will be packaged into a ZIP archive, which also includes a PDF RFI Report.
Users must have the RFI - Edit permission enabled to modify file metadata, and RFI - Delete to remove files from the RFI.
To import files into a RFI, the RFI - Import permission must be enabled

To send out a RFI, at least one file must be added to the Files table.
If no items are present, the table border will appear in red to indicate that this is a required field

Reference Files

The Reference Files table is used to manage supporting documents that provide context, background information, or justification for the RFI.
Files uploaded or associated with the RFI will be packaged into a ZIP archive, which also includes a PDF RFI Report.
Users must have the RFI – Edit permission enabled to modify file metadata, and RFI – Delete permission to remove files from the RFI.
To import files into an RFI, the RFI – Import permission must be enabled

Response Files

The Response Files table is used to collect RFI correspondence and actual responses from involved parties.
Files uploaded or associated with the RFI will be packaged into a ZIP archive, which also includes a PDF Submittal Report.
Users must have the RFI - Edit permission enabled to modify file metadata, and RFI - Delete to remove files from the Submittal.
To import files into an RFI, the RFI - Import permission must be enabled

Possible Cost/Schedule Impacts

The Possible Cost/Schedule Impacts table is used to document any potential financial or timeline consequences identified during the RFI review.
Users must have the RFI – Edit permission enabled to add or modify impact records, and RFI – Delete permission to remove them.
If no impacts are recorded, the table border will appear in red to indicate that this is a required field when cost or schedule implications are expected.