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Proposing a solution to a Project RFI
Proposing a solution to a Project RFI

How to propose or approve a solution on an RFI

JD Williams avatar
Written by JD Williams
Updated over 9 months ago

Pre-requisites

As a user within a Design workspace type, you can propose a solution to any RFIs that were submitted to you as the Official Reviewer, or when the ball in court is switched to you.

As a user within a General contractor workspace type, you can propose a solution to any of your RFIs for record (even if your Official Reviewer is off system). This is to allow for flexibility for off-system capabilities.

Process

Receiving an RFI

When an RFI is submitted, the Official Reviewer will receive an in-app and email notification. When the Official Reviewer opens the RFI, it will look like the screenshot below

Proposing a solution as the Official Reviewer

As the Official Reviewer, you can propose a solution by clicking the button and entering the required information within the slide out.

By default, the Official Solution toggle is activated, which effectively changes the RFI status from Submitted to Responded and will prompt the RFI Manager to review the response and distribute the RFI. You can deactivate this toggle if you would like to submit more than one solution, or change the ball in court to another user.

Changing ball in court

As the Official Reviewer or the RFI Manager, you can change the ball in court at any time. Click on the three-dot menu on the top right corner and click change ball in court.

Approving a solution

As the Official Reviewer, you can approve any proposed solutions and add a comment, which will effectively change the RFI status from Submitted to Responded. This will prompt the RFI Manager to review the response provided.

Next Steps

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