Review an RFI

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

You are notified whenever an RFI is assigned to you for review. 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 RFI manager, 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.
• Route -  If the RFI deserves clarifications they can forward the RFI to the RFI manager of the GC. They can also alter the edit/refine the questions, add new questions, and remove unnecessary questions as deemed fit before forwarding.

Review an RFI

• Open the RFI app
• Select the Project
• Tap 'In progress' tab

• Tap on the desired RFI to open. RFIs directed to you will be marked with the 'Assigned to me' tag.

Review and edit the questions

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

To edit a question

• Tap   at the right end of a question stripe to open and edit the question.
• Tap every time to save your changes.
• Repeat the process to edit other questions.

To remove a question

• Tap  at the right end of a question stripe to remove the question.

To add a new question

• Tap the 'Add another question' button at the bottom 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. 

Next steps:

• GC RFI manager - 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 up a workflow' for more details. If all the questions are answered, click the 'Close' button and Close the RFI.
• GC& SC RFI manager - Tap   on the answer pane to answer the RFI. See Answer an RFI to learn how to answer an RFI
• SC PM -Tap the  button on the top right to forward the RFI to the GC for further routing.