RFI - Workflow
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RFI - Workflow


RFIs are created and distributed at various stages of the construction, from the concept stage to completion. The following example explains the RFI workflow during the building phase:

Create RFI

  • The foremen of the subcontractor or the general contractor at the site, and project managers of the GC or SC create RFIs for clarifications from the design team, for example, the architect and engineer.
  • RFIs typically contain a serial number, a title/description, and a set of questions with attachments like plan markups, photos, and documents.

Route RFI

RFIs pass through different people of various levels during their life cycle. The GC is responsible for reviewing the RFI and defining a workflow depending on its nature and the creator. The workflow specifies the parties to whom the RFI moves at successive levels. In usual practice:

  • An RFI created by a foreman of an SC is routed to the PM of the SC for review, then to the GC, for further review, and for routing to the responsible person, like the architect or engineer.
  • An RFI created by the PM of the SC is routed to the GC for review and further routing to the responsible person.
  • An RFI created by the foreman of the GC is routed to the PM of the GC for review and further routing to the responsible person.
  • An RFI created by the PM of the GC is routed to the responsible person for response.
  • Once the response is received, the RFI is routed to the GC for review
  • After review, the PM of the GC approves the response and closes the RFI. The PMs of the SCs and all other participants of the RFI are notified.
  • The participants can download a PDF version of the RFI.  
  • The RFI manager (usually the GC project manager) applies a workflow to each RFI depending on its creator and the nature of the questions.  The workflow determines the entities responsible for each action in the life cycle of the RFI.  
  • Linarc ships with a set of predefined RFI workflow templates for you to choose from depending on your need. Your company administrator can also create custom workflows depending on your company's requirements.

Answer RFI

  • The responder, typically the architect, or engineer, enters their answer and can add plan markups, drawings, photos, and documents. 
  • Once answered, the responder submits the RFI for routing it to the GC. 
Note:
Depending on the context of the questions:
  • The project manager of SC can directly answer an RFI from their foremen and route it to GC for further review or close it.
  • The project manager of GC can directly answer an RFI from a GC foreman or SC project manager and close it without applying a workflow.

Close RFI

  • Typically GC reviews the replies from the responder and closes and publishes the RFI.
  • Once closed, all participants, including the creator and the responder, get notifications. 
  • The participants can access the RFI, view the queries/responses and download a PDF containing all the details and content, including attachments of it.

Typical workflow:




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