Overview
An RFI, or a Request for Information, is a process typically initiated by a contractor (general contractor, subcontractors, or other vendors) to formally request information in reference to the Contract Documents. RFIs are generally answered either by the Architect on Record (AOR), which serve as formal direction for the contractor to proceed on. In short, RFIs are used to close informational gaps, provide further clarity and definition to the Contract Documents, and memorialize key project decisions that potentially result in changes of Project Scopes.
Pre-requisites
Only users within the General Contractor workspace can create a Project RFI.
Within the Project Settings from the left-hand navigation, click on the RFI setting on the left hand side. On this page, you can pre-fill several user fields from your Project Directory when creating an RFI:
Default Reviewer - designate a user within a Design workspace who will receive all RFIs and manage responses
Default RFI Manager - designate a user within a GC workspace who will manage creating, closing, and distributing an RFI
Default Impacted Parties - designate users from any workspace to be notified when RFI statuses change
On the second tab, you can also set default review times.
Process
Submitting a Project RFI
From the left-hand navigation, click RFIs
On the top right hand corner, click + Add New RFI and you will see a slide out modal appear. If you've specified any default settings within Project Settings, you will see these pre-filled at this time.
At the bottom, you may propose a solution by toggling it on and indicating a schedule and cost impact.
You can save as draft, which will keep the RFI visible only to you and users within your workspace who have access to this project.
You can submit the RFI which will notify the Official Reviewer and the Impacted Parties
The Official Reviewer will have the Ball in Court at this time, allowing them to propose their own solutions or change the Ball in Court to another user from a Design workspace to propose a solution.
