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Perform Bulk Actions on RFIs

Objective

To use the Bulk Actions menu in the RFIs tool to perform bulk edits on a batch of RFIs. 

Background

Use the Bulk Actions > Edit option when you want to apply the same edits on multiple RFIs. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the Project level RFIs tool.
  • Supported Views:
    • The Bulk Actions menu is supported in the RFIs tool's Items view. 
    • The Bulk Actions menu is grayed out and unavailable in the Recycle Bin view. 

Steps

  1. Navigate to the project's RFIs tool.
    This opens the RFIs page. 
  2. Click Items



    This reveals the Items subtab, which shows all of the individual RFIs for the project (except for the RFIs that have been sent to the Recycle Bin. See Delete an RFI).
  3. Locate the RFIs that you want to modify in the Items list. Then do the following:


     
    • To select all of the RFIs in the list, mark the checkbox at the top of the left column.
      OR
    • To select one or more of the RFIs in the list, mark the check box to the left of each desired RFI. 
  4. Open the Bulk Actions menu and click Edit in the drop-down list. 
    Note: The Bulk Actions menu is supported in the Items view. It it grayed out and unavailable in the Recycle Bin view. 



    This reveals the Bulk Edit page. The '# RFIs Selected' box shows the individual RFIs to which your edits will be applied. 


     
  5. Choose from these options to edit the selected RFIs:
    • RFI Manager. Select an RFI Manager from the drop-down list. See What is the RFI Manager role?
      Notes:

      • By default, the name of designated RFI Manager appears here. See Designate the Default RFI Manager for a Project's RFIs.
      • If you are a user with 'Admin' level permission, select a user with 'Standard' or 'Admin' level permission from the list. 
      • If you are a user with 'Standard' level permission, the list only populates with the names of users who have 'Admin' level permission to the RFIs tool 
    • Responsible Contractor. This is automatically prefilled with the company associated with the person who is creating the RFI, as defined by the "Question Received From" field.

    • Received From. Select the person from whom the RFI question was received from the drop-down list. 

    • Location. Select the location pertaining the RFI from the drop-down list. 

    • Private. Choose Yes or No from the drop-down list. Yes indicates the RFI(s) will be marked Private. No indicates the RFI(s) will NOT be marked Private. 

    • Cost Impact. If the RFI affects the cost, select this option from the drop-down list and enter the dollar amount in the space provided. 

    • Glossary of Project RFIs Fields
    • Due Date. Select the date by which you require a response from the Assigned To person. By default, created RFIs are due within three (3) calendar days. However, a user with 'Admin' permissions on the RFI tool can customize the due date setting. See Configure Advanced Settings: RFIs.

  6. Click Save Edits
    This applies the specified edits to all the selected RFIs. A GREEN banner appears to confirm the total number of RFIs that were successfully edited. A RED banner will appear in the event that the edits were not successfully saved. 
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Last modified
13:34, 15 Aug 2017

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