Field Definitions: PM RFI Response Form

The following is a list of field descriptions for the PM RFI Response form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Sequence

This field displays the sequence number of the selected response.

You can create a new response by entering N, New, or + into the field. The system will automatically assign the next available sequential number.

If you clicked the Enter a Response button on PM RFI Response, or if you click the Reply or Forward button on PM RFI Response, the Sequence field will already populate with the next available sequence number.

PM RFI Replies

PM Request For Information

Order

Use this field to define the order in which the response will display on the RFI document generated using the Create and Send feature.

This field initially defaults to the sequence number.

 

PM RFI Replies

PM Request For Information

Send

Check this box to include this response when creating the RFI document using the Create and Send feature.

Leave this box unchecked if you do not want this response included when creating the RFI document.

 

PM RFI Replies

PM Request For Information

Type

Select the type of response that you are entering in the drop down menu.

This field will default to Reply if you clicked the Reply button to generate this response.

This field will default to Forward if you click the Forward button to generate this response.

PM RFI Replies

PM Request For Information

From Firm

Enter a responding firm or press F4 to select one from a list. Firms are created and maintained using the PM Firms form.

Tip: The sort name can be used instead of the firm number when selecting firms in PM module forms. Generally the sort name is the first several letters of the firm name. 
For example when creating a subcontract in the PM Subcontracts form for 'Bryan Electrical', you can enter the sort name 'bryan' in the Vendor field instead of the firm number '10042'. The sort name of a firm is set up using the Sort Name field on the PM Firms form.
Note: If you select a firm not set up for the project, it will not be updated to PM Project Firms.

PM RFI Replies

PM Request For Information

From Contact

Enter the responding contact or press F4 to select one from a list. This contact must be associated with the From Firm.

 

PM RFI Replies

PM Request For Information

To Firm

Enter the firm this response is to or press F4 to select one from a list. Firms are created and maintained using the PM Firms form.

Tip: The sort name can be used instead of the firm number when selecting firms in PM module forms. Generally the sort name is the first several letters of the firm name. 
For example when creating a subcontract in the PM Subcontracts form for 'Bryan Electrical', you can enter the sort name 'bryan' in the Vendor field instead of the firm number '10042'. The sort name of a firm is set up using the Sort Name field on the PM Firms form.
Note: If you select a firm that is not set up on the project, that firm will not be added to the project. For example, the firm will not display in PM Project Firms or on the Firms tab of PM Projects.

PM RFI Replies

PM Request For Information

To Contact

Enter the contact the response is to, or press F4 to select on from a list. The contact must be associated with the firm selected in the To Firm field.

Note: Contacts are associated with firms using PM Firms .

PM RFI Replies

PM Request For Information

Date Received

Enter the date the response was received.

 

PM RFI Replies

PM Request For Information

Response Due

Enter the date a response is due.

 

PM RFI Replies

PM Request For Information

Date Sent

Enter the date that the response was sent.

 

PM RFI Replies

PM Request For Information

Reply

Use this field to enter a reply.

To include the information entered here when generating the RFI document (via ‘Create with Template’, Tools menu), make sure to include the RFIResponse column on the RFI document template (in PM Create & Send Templates).

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.

PM RFI Replies

PM Request For Information