You can add an RFI to create a draft of an RFI and start the
RFI process by going to . You can also send the RFI immediately.
A project must be created in Viewpoint Team™ before you can
create an RFI.
- From the home page, under Projects, select the name of
the project you want to open.
Alternatively, go to the main menu
in the upper left-hand corner, select
Projects, and then select the
name of the project you want to open.
The Dashboard for the project
appears.
-
Select the RFIs tab.
- Click the Add button
.The New Request for Information window appears.
-
(Required) In the RFI Type field, select the RFI type
from the list to be able to sort and filter by type later.
Depending on the project settings, the To field may be
filled in automatically based on the RFI type.
-
(Required) In the RFI Number field, enter a unique
identifier for the RFI.
Depending on the project settings, the RFI number may generate automatically when you save
or send.
-
(Required) In the Subject field, enter the subject for
the RFI, up to 60 characters.
-
In the Question field, enter the question you want
answered by this RFI.
-
(Optional) Select Add attachment to attach one
or more files to the RFI.
-
Browse to the files you want to attach and
select them.
-
Select Open.
- (Optional) Click Show More to see and modify all fields
on the RFI.
See
RFI Fields for details about the all the RFI fields. The fields
available to you on an RFI depend on your permission type on the project.
-
Select the Create Another check box to create another
RFI after you save the current one.
If you select this check box, when you click
Save, the current
RFI is saved and the New
Request for Information window remains open. Modify the field to
create an RFI with similar information or click Clear All to enter a new RFI
from scratch.
- Click Save.
Note: Click Send to send the RFI immediately.
The RFI is saved in draft status. You can edit the RFI
to attach files, add comments, and review the RFI before sending it.