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Creating a
Request for Information (RFI)Punch List Item
To create a Request for InformationPunch List Item:
- Once logged into the project, from the project secondary navigation bar, select REQUESTS FOR INFORMATION PUNCH LIST ITEMS from the secondary navigation bar and select 'Add New'.
- Note that forms displayed on the secondary navigation bar are configurable. If you do not see REQUESTS FOR INFORMATIONPUNCH LIST ITEMS, select 'More...' - 'Configure My Menu'. Add the REQUESTS FOR INFORMATION the PUNCH LIST ITEMS form to your secondary navigation bar. See the screen shot below.
- Enter the Subject. Subject is a required field and must be completed in order to save the Request for InformationPunch List Item.
- Question Item Description - Enter the question
- Answer - When the answer is returned, enter the answer.
- Save the Request for Informationdescription of the Punch List Item
- General Note - Enter any notes that are pertinent to the Punch List Item
- Save the Punch List Item
Configuring the Requests for Information Form
If the Request for Information form does not contain the data fields needed, the form can be customized to add fields. To do this, select the '... Customize Form Fields' option form the Requests for Information log view. In the Form Field area, click the 'Add New Field' button. Complete the 'Add Custom Field' wizard to add your custom fields to the Requests for Information form. Form more information on creating custom fields, see Help section Custom Fields
Editing a Request for Information
To edit a Request for Information, click the 'Edit' button from either the Request for Information form or from the Requests for Information log view. Edit as desired and click 'Save' to save changes.
Viewing a Request for Information
Requests for Information can either be viewed in form view or the log view. To view Requests for Information in log view, ensure that you have configured your secondary navigation menu to display the REQUESTS FOR INFORMATION form. To view the Request for Information in form view, click the Subject link for the desired Request for Information.
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The log view of Requests for Information can be configured to display fields as columns including added custom fields. After selecting REQUESTS FOR INFORMATION from the secondary navigation bar, click the '...Configure Log' option. Select the desired fields to be added to the log and click 'Save'. |
Sharing a Request for Information
To share a Request for Information form to other project users, click the 'Share' button on the Request for Information in form view. Use the Share modal to share the Request for Information to other project team users. For more information on sharing, please see the Help section Sharing Information
Deleting Request for Information
To delete a Request for Information, select '...Delete' on the Request for Information form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. Request for Information can only be deleted if they have not been shared.