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Search for and Filter RFIs

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Objective

To use the search, filter, and sort options to locate RFIs.

Things to Consider

  • Required User Permission:
    • 'Read-only' level permission and higher on the project's RFIs tool. 
  • Additional Information:
    • Use the search tool to further narrow the displayed results. The search tool respects any selected filter parameters and will only search for items within the filtered results.
    • The filters that you apply (by selecting items in the Add a Filter drop-down list) are persistent and will be retained for your next session, unless you click Clear All

Steps

Search for an RFI

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page, which shows the Open and Closed RFIs on the project. 
  2. Enter a keyword or phrase in the Search box.



    The system searches the following fields for matches:
    • Number
    • Subject
    • Question
    • Response
  3. Click Search.
    The system displays results that match your search parameters.

Filter the RFIs List

  1. Navigate to the project's RFIs tool.
    This reveals the RFIs page, which shows the Open and Closed RFIs on the project. 
  2. From the Add Filter list, apply as many of the following filters as desired: 


     
    • Assignee. Select the name of an Assigned To person. This narrows the list to only RFIs assigned to that person. 
    • Ball In Court. Select the name of a Ball In Court person. 
    • Cost Code. Select a cost code to limit the log to only RFIs associated with the selected code. 
    • Location. Select from a list of project locations. 
    • Received From. Select the person from whom the RFI was received. 
    • Responsible Contractor. Filters the list by the contractor or subcontractor with responsibility for completing the work related to the RFI. 
    • RFI Manager. Filters the list by the RFI Manager.
    • Status.
      When you select Status, a drop-down list appears so you can select one or all of the following:
      • Open. Narrows the list to show only active RFIs in Open status. This does NOT include RFIs in the Recycle Bin. 
      • Closed. Narrows the list to show only active RFIs in the Closed status. This does NOT include RFIs in the Recycle Bin. 
      • Draft. Narrows the list to show only active RFIs in the Draft status. This does NOT include RFIs in the Recycle Bin. See What is a 'Draft' RFI?
  3. Click any area outside of the Add a Filter list, to apply the filters to the RFIs list. 
  4. If you want to clear filters that you have applied, click Clear All. Otherwise, your filters will persist until you clear or change them. 

Sort the RFIs Log

If you want to sort the line items in the RFIs list, click one of these column headers: #, Subject, Responsible Contractor, Assignee, Date Initiated, Due Date, Location, Schedule Impact Days, Cost Code Cost Impact, and Received From (Note: For Status and Location, sort is not available. Instead, it is recommended that you narrow the items in the list using the Filter options. See Filter the RFIs List). 

You can also click the column header again to switch between ascending (i.e., the up arrow) and descending (i.e., the down arrow). 

 

See Also

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Last modified
11:05, 12 Apr 2017

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