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Which data entry fields do I have permission to see when creating an RFI?

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Answer

When creating a new RFI, you will have different capabilities, depending upon your level of permission that you've been granted to the Project level RFIs tool. This is because, when creating an RFI, your permission level determines the status of the RFI you can create:

  • Users with 'Admin' level permission can create an RFI in either the 'Draft' or 'Open' status.
  • Users with 'Standard' level permission can create an RFI in the 'Draft' status. Before it becomes an 'Open' RFI it must be reviewed by the RFI Manger or a user with 'Admin' level permission on the Project level RFIs tool. See What is a 'Draft' RFI?

Data Entry Permissions for the New Dynamic RFI Form

The table below describes which fields are available in the New RFI Form for users with permissions to create RFIs. An asterisk (*) designates a required field.

Field Name Standard Admin
Number*   icon_checkmark_h17.png 1
Subject* icon_checkmark_h17.png icon_checkmark_h17.png
RFI Manager* icon_checkmark_h17.png icon_checkmark_h17.png
Assignees*   icon_checkmark_h17.png
Due Date   icon_checkmark_h17.png
Received From icon_checkmark_h17.png icon_checkmark_h17.png
Responsible Contractor icon_checkmark_h17.png  
Distribution   icon_checkmark_h17.png
Location icon_checkmark_h17.png icon_checkmark_h17.png
Drawing Number icon_checkmark_h17.png icon_checkmark_h17.png
Spec Section icon_checkmark_h17.png icon_checkmark_h17.png
Schedule Impact icon_checkmark_h17.png icon_checkmark_h17.png
Cost Code icon_checkmark_h17.png icon_checkmark_h17.png
Cost Impact icon_checkmark_h17.png icon_checkmark_h17.png
Reference icon_checkmark_h17.png icon_checkmark_h17.png
Ball In Court   icon_checkmark_h17.png
Private   icon_checkmark_h17.png
Custom Field 1 icon_checkmark_h17.png 2 icon_checkmark_h17.png 2
Custom Field 2 icon_checkmark_h17.png 2 icon_checkmark_h17.png 2
Question* icon_checkmark_h17.png icon_checkmark_h17.png

 1 A Number is only assigned when a new RFI is saved in the 'Open' status by a user with 'Admin' level permission on the RFIs tool.

 2 A user with 'Admin' level permission on the RFIs tool must enable Custom Field 1 and/or 2 for either or both to be available in the New RFI form. See Configure Settings: RFIs. The labels for these fields will be customized to your project's specific business use for them.

See Also