Visual guide

Create an RFI

Record a technical question, assign the person responsible for answering and leave the RFI Open.

6 minutes

Step by step

Follow each step on screen

01
Open RFI in the project and select New RFI.
02
Enter a clear identifying title.
03
Enter the technical question. This field is required.
04
Review Status and Priority. The example kept Open and Medium.
05
Optionally add a proposed solution. It is not the official answer.
06
Review the response due date.
07
Under Ball in Court, choose the required respondent. This differs from the people following the RFI.
08
If relevant, link a drawing. The example selected 1st Floor.
09
Confirm the drawing appears under Relationships.
10
Select Create RFI.
11
Verify its number and Open status in the list.