Modify RFI Action dialog box

4 minutes
1 year ago
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Modify RFI Action dialog box

Use this dialog box to edit the information for the selected RFI action.

To

Click to open the Choose Project Team Members dialog box to select the recipients of the RFI action. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select any other contacts to include in the RFI action. You can also type email addresses directly in this field.

From

Click to open the Choose a Project Team Member dialog box to select the project team member who initiated the RFI action. You can also type email addresses directly in this field.

Subject

The subject of the RFI. You can edit it.

Action

Select the action performed.

Purpose

Select the purpose of the action.

Date

Select the date the action was performed.

Received Via

Select the method in which the RFI was received from the drop-down list.

Sent Via

Select the method in which the RFI was sent from the drop-down list.

Transmittal ID

Project Center enters an ID number for the corresponding transmittal. You can edit it.

RFI ID

The identification number of the RFI.

Hide Recipient List

For Info Exchange transfers only: Mark this checkbox if you want to hide the list of recipients on email notifications, forms, and transmittals, If this option is not checked, then the email notifications, forms, and transmittals will contain the To: and CC: contacts.

Due Back

Mark the checkbox and enter the date that a response is due back to the sender of the RFI, if applicable.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding you to respond back to the contact who sent the RFI. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Edit Project Settings dialog box.

Remind is not available if the option is disabled for the project or in the Project Center Administration activity center.

Refer to the RFIs activity center for a description of these tabs.

 

RFI Summary tab

Information about the original RFI appears here. This tab is not editable.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the RFI.

Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Print or Email Form After Saving

Mark this checkbox to open the Transmittal form, which you can review and print immediately after filing the RFI, or send a report in an email message in Microsoft Outlook to the contacts in the To field to notify them that an action has been taken.

Save Changes

Click to save the changes.

 

To access this dialog box

Select an RFI from the RFIs activity center, click the icon to expand the RFI’s actions, select an action, then click Modify Action from the Tasks panel.

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