To create a Subcontractor RFI record:
- Go to your project. Ensure that you are in User Mode.
- Expand the RFI Manager node.
- Click Subcontractor Requests for Information.
- From the BP log page, click Create.Refer to the tables below to complete the form.
- In Workflow Actions, select Submit.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Home page under Notifications.
- Click Send to route the record. Unifier displays a message stating that the record has been submitted successfully.
In this field | Do this |
|---|---|
Title * | This is a required field. Enter a title for the RFI. |
Question * | This is a required field. Enter the question or query. |
Proposed Solution | Enter any proposed solution |
Contract | Select the Contract associated with the RFI by clicking the Select… button and selecting it from the Contracts window. |
Contract Name | This is a read only field. |
Subcontractor RFI # | Enter the subcontractor RFI#. |