Depending on the creator and the context of an RFI, any stakeholder can answer or assign any company responsible for answering it in its workflow. In a typical RFI workflow, an RFI is assigned to the design team, namely the architect or the engineering firms, for an authoritative response.
You will get a notification once an RFI is assigned to you.
Respond to an RFI
- Tap on the notification to open the RFI directly.
Alternatively:
- Open the RFI app
- Select the Project
The draft tab opens by default:
- Select 'In progress' tab
- Tap to open the desired RFI. The RFI cards with the 'Assigned to me' tag are awaiting your response
- Review the details.
The 'Questions' area contains the list of questions in the RFI:
You have two choices to answer the questions:
- Enter your answer
- Delegate to another person, for example, a junior in your organization, to get the response
Answer a question
- Review the question
- Tap on the answer pane to answer the question
- Enter your answer in the text box.
- Use the tools on the bottom to format your text.
- Tap on the top right to add attachments like plan drawings with markups, photos, images, and/or other document files to your answer. Click here if you need more guidance on this.
- Tap the button to save your answer.
- Repeat the process to answer more questions.
If the RFI is complete, Tap the button to move it to the next step. If the RFI is pending responses from other persons, delegate it to the responsible, as explained below.
Edit an answer
You can make corrections and alterations to the answers provided by you or by your juniors at any time before routing the RFI to the next stage.
- Tap the down arrow at the right of a question to expand the pane and reveal the answer.
- Tap the button to edit an answer.
The text editor opens for editing the answer.
- Make the necessary changes and save your changes.
Assign to other staff
Prerequisite: The person you want to add as a responder should have been added to the project as your fellow project manager.
- Tap the button
The 'Select Engineer' pop-up appears:
- Assignee - The drop-down shows the list of employees of your organization already added to the project. Select the person to whom you want to assign the RFI.
- Response Date - Select the due date within which you want the responder to submit their answer(s).
- Tap 'OK'
The RFI is assigned to the selected person. Linarc sends a notification to the person. The assignee can open the RFI and respond to it, as explained above. Also, the person is added as a responder to the RFI's workflow automatically.
- Tap 'Workflow' to view the current workflow and the progress stage of the RFI.
Add attachments to your answers
- Tap on the top right to add attachments like plan drawing with markups, photos, images, and/or other document files to the question:
- Attach plan drawings with/without markups
- Choose 'Select From Plans'
The plan drawings added for the project are shown as thumbnails.
- Select the plan you want to use
- Tap 'OK'
Attach photos and other documents
- Tap 'Browse'
- Navigate to the required image file and open
- Repeat the process to add more images or documents
- Tap the button to save your answer.
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