RFI (Request for Information) is used to formally document questions or queries or responses to design in construction-related topics that may come up during the lifecycle of a construction project.
RFIs can be viewed from . The columns that are displayed in the list can be customized as per the requirement by selecting the required fields. RFIs can be searched from the list from the search bar.
To create an RFI you can click on
1. The RFI is created by entering a unique RFI code as per ISO 19650 format. The code is customizable. The RFI code is structured as 0001-XXXX-XX01-RFI-0001-A-P01.01, which breaks down into these components:
o 0001: A unique identifier for the RFI being created
o XXXX: The code representing the organization.
o XX01: Alpha Numeric Code for the current phase of the project.
o RFI: Indicating that it is a RFI
o 0001: The code for the department.
o A: The department revision identifier Viz., A - Architectural, C-Civil, S-Structural, M-Mechanical, P-Plumbing, E-Environmental etc.,
o P01: Revision Number
o 01: A suffix indicating that the issue is currently a work in progress
This format ensures that each issue can be tracked and referenced efficiently throughout its workflow process.
Note: The Create as Review button can be toggled on if you want to create an RFI as a review task. If no review is required for the RFI being raised it can be toggled off. However, the RFIs can also be individually tracked down by attaching it to a workflow
2. In the Title field enter the RFI name
3. Enter the question requesting information for which the RFI is being created
4. Enter the Due Date for the RFI
5. Choose the Location of the RFI, Type, Discipline, Category, and Priority for the RFI
6. Workflow is a mandatory field which needs to be assigned to a RFI for various stages of approval and processes
7. Optionally estimate of Cost and Actual cost can be specified
8. Select if there is a Cost Impact or Schedule Impact on the RFI being raised.
9. Upload relevant supporting documents if necessary
10. Finally click to successfully create an RFI
Click on from the RFI list to view various actions that can be performed on an RFI
o Log: This option lets the user log the hours spent on an RFI. Users can update the Log Date, Total Hours Spent, Actual Hours spent
o Edit: To make any changes to the details in the created RFI, users can use this option to edit the RFI
o RFI Detail: To view the details of a RFI from the RFI list this option can be used.
o Add Review: Redirects the user to the Add Review page where the users can add the RFI as a review task.
o Add Issue: Enables the user to create an Issue.
o Delete: An RFI can be deleted by using this option
RFI can also be created on the 3D model while viewing the drawing in the 3D viewer.
1. Open a drawing file from the document list. Once the 3D viewer page is loaded, Find the icon from the tools displayed on the screen.
2. Clicking on the tool opens the dialog to raise an RFI
3. Once the item in the model is marked the Selected Part, Selected Point, and Name fields get automatically populated.
Enter the other details like the RFI code (based on the specified format) and enter comments if any and click save.
4. The created RFI’s details can be attached to a workflow directly from the 3d viewer and if required, can be edited by clicking on the RFI Code displayed in the dialog box, which will redirect to the edit RFI Detail module
By Clicking on Edit we can further select a Assignee and other necessary details can be added to the Issue.