Reply Resolve Reopen Revise RFI

In this article you will learn how to Reply, Resolve, Reopen and make a Revision to a Request for Information (RFI)I.  RFI’s are generally issued by the Contractor to the Primary Consultant.  Once the RFI is issued, the Primary Consultant can Reply to the RFI and normally the Contractor will close the RFI. 

Reply a RFI

1. Go to the Project where you want to Reply a RFI.

2. Go to the Project Forms tab and click on the Request for Information tab. 
   

3. Click on the RFI you want to Reply. 
   

4. In the RFI details window click the Reply button.
   

5. In the Reply Issue window Notify Others on the team (Optional) section, select the checkbox(es) of the contacts that you would like to notify. 

6. In the Comment field (Optional), enter a brief note/issuance comment. 

7. Browse your computer and attach any files you wish to attach to this reply.
   Note: File size must be less than 50MB. 

8. Click the Save button to Reply to the RFI. 

9. The following RFI email notification is sent to the selected team members.  The email will have the following information:
   

   1. Subject will have RFI details

   2. A text link back to the RFI “Request for Information-086”

   3. Project description and number.

   4. Comments entered in the Reply

   5. Original descriptions of the RFI.

Make Revision, Resolve and Close RFI

Once the Contractor is satisfied with the reply from the Primary Consultant, the Contractor can click Resolved and Close the RFI. If not further revisions can be made to the RFI by clicking the Make Revision button.

1. Click on the RFI you want to make a Revision to.
   

2. Click the Make Revision button.
   

3. You will be directed to the Edit page. On this page you can update the following sections:  
   Title, Description, Attachments, and Terms & Conditions. 
   

4. Click Save button to update the RFI.

5. After revising the RFI, scroll down to the bottom of the page and click the Save button to apply changes. Note that the SI number will be updated with R1(Revision) once saved.
   

6. The Revision Number also is displayed in the list of RFI’s.
   

7. Please note that once a revision has been made to a RFI both the original unchanged RFI and the revised RFI are displayed in the list of RFI’s.  Clicking on the arrow beside the revision number will expand and collapse the revised and original RFI. 

Resolve RFI

When the Contractor is satisfied with the information provided on the  RFI they can Resolve the RFI. 

1. Click on the RFI you want to Resolve.
   

2. Click the Resolved button on the RFI..
   

3. In the Issue window Notify Others on the team (Optional) section, select the checkbox(es) of the contacts that you would like to notify. 

4. In the Comment field (Optional), enter a brief note/issuance comment. 
   

5. Click the Accept button to complete Resolving the RFI.

6. The RFI is updated as Accepted and all comments/updates are tracked and displayed on the RFI.
   

7. After the RFI has been accepted comments or files can be added directly on the RFI form by clicking the text link Add Comments/File on the right.
   

8. The comment window will open where you can then choose to notify other team members (optional), include comments, or upload files.  Once complete click the Save button to update the RFI form with this information.
   

Reopen RFI

The RFI can be reopened if desired after accepting, resolving or closing the RFI if needed.  To reopen an accepted RFI:

1. Select the Accepted RFI you want to Reopen from the list of RFI’s. 
   

2. Click the Reopen button. 
   

3. The RFI is then open and all options available thereafter. 
   

Remove - Delete RFI

A RFI can be removed then deleted if it was created in error or if no future reference is required for the RFI.  Please note that once the RFI is removed and then deleted it can no longer edit or view the RFI.

1. Click on the RFI you want to Remove..
   

2. Click the Remove button.
   

3. In the Confirm Remove window Notify others on the team (Optional) and enter your comments in the field provided. Click the Remove button to complete.
   

4. The status of the RFI is then updated to Removed on the RFI and the list of RFI’s. 
   
   

5.  To delete the RFI permanently click the ‘Click Here’ text link to Delete.
   

6. Confirm Delete by clicking the Delete button.