Routing from the Contractor Review and Response Step

As a contractor reviewing this RFI, you can do the following:

  1. Go to your project. Ensure that you are in User mode.
  2. Click on Tasks.
  3. From the Tasks log:
    • Select the task you want to work with, and click > Open. You can also double-click on a task to open it.

    The view-only form displays all fields on the record.

    • The Upper Form contains project information, including the record number and title.
    • The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. You cannot make changes to the Action form when you are on the Approval step.
    • You can add Task Notes for the next step, but you cannot view previous Task Notes.
    • If you want to revisit Task Notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
  4. Refer to the table below to complete the required fields.
  5. Click the Risks & Issues tab and click Add to add risks or issues. The system auto creates a Risks & Issues BP record. For more information, see topic Risks & Issues Business Process.
  6. From the

    Workflow Actions

    drop-down menu, select Submit.
    • If Owner Input Required? is set to Yes the form is routed to the Owner Clarification step.
    • If the Owner Input Required? is set to No the form is routed to the Subcontractor Review step.
  7. In Action Details, select who should receive the record.
    1. Click To... The User/Groups picker opens that shows a list of available task recipients.
    2. Select the user or group who will receive the task.
    3. Click Add.
    4. Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipients Tasks log.
    5. (Optional) Click Cc... and follow steps a - d. The record will appear in the recipients Notifications log.
  8. Click Send to route the record.

In this field:

Do this:

RFI Reason *

This is a required field. Select the appropriate RFI reason from the pull down list.

Owner Input Required? *

This is a required field. Select the appropriate value from the pull down list. If you select Yes, then the system auto creates a Request for Information (RFI) BP record with all the relevant information and sends it to the owner for clarification.

Work Impact *

This is a required field. Select the appropriate work impacted value from the pull down list.

Schedule Impact *

This is a required field. Select the appropriate schedule impacted value from the pull down list.

Cost Impact *

This is a required field. Select the appropriate cost impacted from the pull down list.

Comments to Subcontractor

This is a required field. Enter any comment for the subcontractor here.

This field is read only if Owner Input Required? is set to Yes.

Initiate Potential Change?

This is a required field. Select Yes, if the RFI will result in changes to any existing contracts. The Potential Change Order BP is auto created if this field is set to Yes.

Change Title/Name

This is not a required field. Enter a change request title or name

Description

This is not a required field. Enter a description for the change request.

See Also

Subcontractor Requests for Information Business Process

Subcontractor RFI Workflow

Creating a Subcontractor RFI

Routing from the Owner Clarification Step

Routing from the Subcontractor Review Step


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Last Published Tuesday, March 2, 2021