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Elevate a Coordination Issue to an RFI

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During project coordination, construction issues are tracked as coordination issues to streamline collaboration and model refinement. However, if an issue requires a formal response, it can be elevated to a Request for Information (RFI). This ensures official tracking and documentation for clarity that could impact cost, schedule, or scope.

The issue's status automatically updates based on the RFI's progress:

  • Elevated: The issue's status changes to 'Elevated' as soon as it's linked to an RFI. The status reverts to Elevated if the RFI is reopened without an 'Official' response.
  • Released: The status changes to 'Released' after someone adds an 'Official' response to the RFI. The status remains Released if the RFI is reopened once the 'Official' response is logged.

Things to Consider

Steps

Follow these steps to elevate an issue to a new or existing RFI.

  1. Navigate to the project's Coordination Issues tool.
  2. Click the Issue link to open it in the Issue [#] panel.

Elevate to RFI

  1. Click the Ellipsis Icon icon and choose Elevate to RFI > Elevate to New RFI.
  2. In the New RFI panel, complete the required fields and add optional information as needed: Show/Hide      

    • Field Label

      Description

      Required Field?

      Action/Notes

      Subject

      Enter a clear, descriptive title for the RFI.

      Yes

      This title identifies the RFI in the main list.

      Question

      Provide the detailed question.

      Yes

      Include all necessary context to help assignees and reviewers provide an accurate answer.

      Drawings

      Link relevant project drawings from the Drawings or Document Management tool.

      No

      If using Drawing Areas, select the area first, choose the drawings, and click Add.

      Attachments

      Upload supporting files or photos

      No

      Any existing views or attachments will be automatically linked to the RFI.

      Location

      Select the specific project location from the dropdown.

      No

      To create new options, refer to Add Locations to a Project.

      RFI Manager

      Assign the RFI Manager for this request

      Yes

      Select from users with 'Admin' permissions on the RFIs tool. The default project manager will auto-populate, if available. See What is the RFI Manager role?

  3. Click Create Draft.
    A confirmation banner appears with a link to the draft. An 'Admin' on the RFIs tool must set the RFI's status to Open to start the workflow. You cannot close or re-elevate the original issue until the new RFI is closed.

Elevate to Existing RFI

  1. Click the Ellipsis Icon icon and choose Elevate to RFI > Elevate to Existing RFI.
  2. In the Select an RFI panel, search for the RFI by number or subject.
  3. Click the desired RFI in the list.
  4. Click Elevate to this RFI.

See Also