Record Reviewer Response for RFI dialog box

4 minutes
10 months ago
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Record Reviewer Response for RFI dialog box

Use this dialog box to record a reviewer response to an RFI in Project Center. You can:

  • Record data related to an RFI such as the answer, date, the subject, and the resulting action.

  • Record an exchange of files related to a specified construction requirement;

  • Track an RFI’s status and history of actions.

To

Click to open the Choose Project Team Members dialog box to select the project team members who the response was sent to. The current user is entered by default. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select who else to send the RFI to. You can also type email addresses directly in this field.

Contacts in the CC field will receive a link to download the files, but will not be sent reminders.

From

Click to open the Choose a Project Team Member dialog box to select the team member who responded to the RFI. You can also type email addresses directly in this field. If you created this RFI from an Info Exchange file transfer or an email message, the contact who sent it is automatically entered in this field.

Subject

Enter a subject for the RFI. If you created this RFI from an Info Exchange file transfer or an email message, the subject is automatically entered in this field.

Action

Select whether the RFI was Answered or Not Answered.

Date

The date the RFI was answered. You can edit the date.

Received Via

Select the method in which the reviewer sent the response from the drop-down list.

Transmittal ID

The associated transmittal’s ID number.

RFI ID

The RFI’s identification number.

Response tab

  • The RFI’s history appears in the Summary field.

  • Enter the response to the RFI in the Response field. Use the toolbar to format the text.

 If you created this RFI from an Info Exchange file transfer or an email message, the body is automatically entered in this tab.

 

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

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 dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the RFI to another contact, close the RFI, respond to the RFI sender, or just send an email message to notify the contact who forwarded the RFI.

Record Response

Click to record the reviewer’s response to the RFI. The following events occur:

  • The original RFI remains in the Under Review category of the RFIs activity center.

  • The action taken here is added to the RFI’s Change Log tab.

  • A corresponding transmittal is filed in the All Received log of the Project Transmittals activity center.

  • A notification is sent to the person who forwarded the RFI indicating a response was recorded.

If you selected Forward for Review, and the RFI has files in the Associated Files tab, the Select Files to Forward for Review dialog box opens, which enables you to choose whether to transfer the files, and how to transfer them.

 

To access this dialog box

Select an RFI, then click Record Reviewer Response from the Tasks panel of the RFIs activity center.

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