View and Download Completed RFIs

The 'Closed RFI List' interface of the project management portal shows the list of completed RFIs in which you were a participant. You can download the RFI document as a PDF version, containing the complete details and questions and answers. From this screen, you can:

• View and download PDF versions of the RFIs
• View Details of a RFI
• Open an RFI

Digital Signatures

If DocuSign integration is enabled, the RFI manager can obtain the digital signatures of the stakeholders involved in the RFI, as required.

• The RFI manager invites the signatories to endorse the document once the RFI is closed. See Invite signatories to learn more. 
• The invitees get notified, review and sign the document from the DocuSign portal.
• Once all the invitees complete signing the document, the signed document will be available for download.

View and download RFI documents

• Ensure that you are in the management console of the project
• Click the app launcher  and select 'Documents'
• Click 'RFI' on the top
• Select 'Completed' from the options on the left

The screen shows a list of all completed RFIs with their details:

Standard  columns:

• PDF - Allows you to view and download the PDF version of the submittal, which includes comprehensive details such as all requests, submissions, notes, and more.
  • Click to open the PDF in another browser tab
  • Click to download a local copy of the PDF

Note:Additionally, the submittal PDF is stored in the project's cloud storage within the 'RFI' folder for archive purposes.See View Folders and Files for more details

• RFI No. - The serial number assigned to the RFI
• Title - The subject of the RFI. Click the title to open an RFI.
• Question - The query raised in the RFI
• Answers - The responses received from stakeholders as clarifications for the query
• RFI Type - The classification of the RFI based on its purpose. Whether the RFI is for clarification, confirmation, missing details in the specs/plans, etc. 
• Created On - The date and time at which the RFI was generated.
• Completed On - The due date of the RFI per its workflow setup. 
• Trade Type - The discipline of the work to which the RFI is related 
• Priority - The criticality of the RFI
• Sub Type - The sub-classification of the RFI type
• Location - The location in the constructed structure to which the RFI is related
• Schedule Impact and Cost Impact - Whether the RFI and its context affect the cost and timelines of the associated tasks 
• Specification Code - The section in the spec book related to the RFI

Custom Columns:

The table is extended with more columns for custom parameters, if any, specified for the project.

Search and filter options:
Use the 'Search' box located at the top left to find RFI using any value from the table as search criteria.
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table.
Use the links below to learn more about these:
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views

View Details of a RFI

• Click the serial number of a RFI row to select it. 

• A slider opens on the right with the summary of details of the RFI.
• Scroll down to view the question and responses, along with their attachments
• Click the icon to open the RFI in a new browser tab