Review an RFI

Depending on the creator and the workflow applied, an RFI can be routed to you for review before forwarding to the next step, typically getting the answer.

An RFI can be forwarded to you for review in the following scenarios:

• The RFI is created by your field staff, like foremen, from their mobile application
• You have been assigned as the reviewer in the workflow of the RFI

The project managers are notified whenever an RFI is assigned to them. They can review, evaluate and edit the RFI's before forwarding them to the next step, as allowed by their role on the project:

General contractor - The PM can examine the details and the questions in the RFIs assigned to them.

• Approve - If the RFI deserves clarifications from the design team, you can set up a workflow and forward the RFI to the next step, typically to the design team. You can also alter the edit/refine the questions, add new questions, and remove unnecessary questions as deemed fit before forwarding.
• Answer- Depending on the context, the GC can answer the questions in part or full.  If fully answered, they can close the RFI. If partially answered, they can set up a workflow and forward the RFI to the responsible party for the unanswered.
• Reject - If they can answer the RFI through other communication means like the built-in collaboration or if the RFI is not legitimate, the PM can reject the RFI. The rejected RFIs are automatically closed.

Subcontractors 

• Answer- Depending on the context, the SC can answer the questions in part or full for RFIs from their foremen.  
• Reject - If they can answer the RFI through other communication means like the built-in collaboration or if the RFI is not legitimate, the PM can reject the RFI. The rejected RFIs are automatically closed.

Review an RFI

• Open the project management console.
• Click 'RFI' on the top, then choose 'Boards' from the left.
• Click on the RFI card under 'Assigned to me' to open it.
  • Alternatively, click on the notification to directly open the RFI assigned to you.

The example below shows an RFI assigned to the GC.

From this interface, you can:

• Review and edit the questions
• Answer the question
• Add watchers
• Reject the RFI 
• Set up a workflow and forward it to the responsible party for clarification (General Contractor only)

Tip:

You can chat with the participants of the RFI at any stage. Click the button on the top right. See Chat and collaborate on RFIs for more guidance.

Review and edit the questions

The 'Questions' pane shows the list of questions added by the creator.

• Hover your mouse over an attachment for the following options:
• Click to expand it.
• Click to download it to your device.
• Click to remove it from the question.

To edit a question

• Click the button at the right of a question to expand the stripe.

• Edit the question and attachments
• Click to save your changes.
• Repeat the process to edit other questions

To remove a question

• Click the button at the right of a question to remove it.

To add a new question

• Click the button at the top-right of the questions pane to add your own questions to the RFI. The process is similar to adding questions while creating a new RFI. Click here for guidance on this.

Next steps:

• GC& SC PM- Click the button on the right to answer the RFI. See Answer an RFI to learn how to answer an RFI
• GC PM - Set up the workflow for the RFI and forward it to the architect/engineer for the responses if some or all the questions are unanswered. See the next section, 'Set a workflow for an RFI' for more details. If all the questions are answered, click the 'Close' button and Close the RFI.
• SC PM - Click the button on the top right to forward the RFI to the GC for further routing.

Add Watchers

In the Watchers pane, you can add people from your company as watchers of the RFI and keep them updated on the information. The watchers can see the activity log and workflow of the RFI.

• Start typing the name of the person in the text field under 'Watchers' and choose from the options.
• Click 'Add'
• Repeat the process to add more watchers