Creating RFIs

When creating an RFI, you must enter information in the boxes with blue titles to be able to save it. Entering information in the other boxes is optional, but we recommend entering client or vendor information for legal traceability. During the life of this document, you may enter information several times for tracking purposes, such as when you receive information back regarding this RFI.

To create an RFI:

1. Open 6-11-2 Request for Information.
2. In the Job box, enter a job.
3. If the job uses phases, enter the phase number in the Phase box.
4. In the RFI# box, accept the number auto-filled by the program, or type a numbering scheme that works for your needs, for example “job number”—(phase number, if used)—RFP number, 216-1-1.
5. In the Division box, enter the division (optional).
6. In the Description box, enter a brief statement about the request.
7. In the Client or Vendor box, enter a client or vendor (optional but recommended).
8. Do any of the following (optional):
   • In the Attention box, enter the name of the person whom you want to be informed.
   • If no address information has been entered automatically by the program in the Address, City, State, and Zip text boxes, enter address information.
   • Select the Hot List and Lock Edit checkboxes.
   • In the Status box, select a status.
9. Do any of the following (optional):
10. In the RFI Type box, select the RFI type.
    • In the Request by box, select or enter the employee number.
    • In the Answered by box, select or enter a name.
    • In the Required, Returned, and Approved boxes, enter dates.
    • In the Date box, enter the date or accept the default date.
    • In the Information Requested box, enter your request for additional information.
11. Select any of the following (optional):
    • Plan Change
    • Change Order
    • Schedule Change
12. In the Information Supplied box, enter information (optional).
13. Click File > Save.