RFI Action page

2 minutes
10 months ago

RFI Action page

This page shows the details of a contract management workflow action taken on an RFI.

Action is the type of action performed. Types of RFI actions include Received, Forwarded, Response, Review Response, Pending Review Response, Sent, Closed, Sent and Closed, and Reopened.

RFI Action

The following list contains all available fields for all of the types of RFI actions. Each RFI action contains a different subset of these fields.

Subject

The subject of the RFI.

To

The recipient of the current RFI action. Select the link to open the Contact Information dialog box.

CC

Any other contacts included in the RFI action.

From

The contact who assigned the RFI action.

RFI ID

The ID number of the RFI.

Sender ID

The ID the sender gave to the RFI.

Purpose

The purpose of the RFI.

Transmittal ID

The ID number of the RFI’s corresponding transmittal.

Date Received/Sent/Closed

The date the relevant action occurred.

Via

The method used to transfer the RFI.

Due

When a response to the RFI is due.

 

Question tab

This tab contains the RFI question and any suggestions entered for the RFI.

 

 

Page Tools

The following tools are available in the RFI Action page toolbar.

RFI: <RFI name>

Select to return to the RFI page.

This option is only available to Project Center (internal) users.

RFIs

Select to return to the My RFI Actions log.

Internal users are returned to the RFI log.

Send Response

Select to open the Send RFI Response page to send a response to an RFI.

Markup and Respond

Select to open the Newforma Web Viewer to view the attached files, mark up with any comments and send the response.

View Form

Select to open a printable version of this page.

 

To access this page

Select an RFI action from the My RFI Actions log, or an action from the Workflow tab of an RFI page.

If RFIs are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.