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Create an RFI (iOS)

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To create an RFI from an iOS mobile device.

Things to Consider


  1. Navigate to the RFIs tool from your iOS mobile device.
  2. Tap the plus icon-create-circle-mobile.png icon. 
  3. Tap to enter information into the following fields as appropriate:
    Note: An asterisk (*) denotes a required field.
    • Subject*: Enter the subject for the RFI. This will appear as the title when viewing RFIs.
    • Status*: Tap Open or Draft to indicate the status of the RFI.
      Note: 'Standard' users can only create 'Draft' RFIs. See What is a 'Draft' RFI? 
    • Question*: Enter your question and any additional background information that may be needed to properly answer the question.
    • If you want to add files to the RFI, choose from the following options:
      •  Camera: Tap to open your device's camera and take a photo.
      •  Library: Tap to select an image from your device's photo library.
      •  Files: Tap to select a saved file from your device's files.
    • RFI Manager*: Tap to select the person you want to assign as RFI Manager.
    • Assignees*: Tap to select any team members you want to add as assignees for the RFI. See Who can be designated as an 'Assignee' on an RFI? 
      Note: If you want to require that an assignee adds a response, tap the 'Response Required' toggle to the ON  position.
    • Due Date*: Tap to select the due date for responding to the RFI. By default, RFIs are due within three (3) calendar.
    • Received From: Tap to select who the RFI was received from. 
    • Responsible Contractor: This field is automatically populated based on the person selected in the Received From field. 
    • Distribution List: Tap to add relevant users to the RFI's distribution list. 
    • Spec Section: Tap to select the spec section associated with the RFI.
    • Location: Tap to select a Location associated with the RFI.
    • RFI Stage: Tap to select a Project Stage associated with the RFI.
    • Schedule Impact: Tap to select whether there will be a schedule impact associated with the RFI.
    • Cost Impact: Tap to select whether this RFI might impact the project's total cost. 
    • Cost Code: Select a cost code associated with the RFI.
    • Private: If you want to set the RFI to Private, tap the toggle to the ON position.
  4. Tap Save.

See Also


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