In this step, you can review the record to see if the contractor's response resolves your question. You can choose to close this RFI or resubmit the RFI if you need further clarification.
To route this record:
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- 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.
Select the response to
Does this response resolve the question/issue?from the pull down list. The value you select controls the behavior of the other fields on the form.
- Resolved
– The Issue/query got resolved. Restated Title, Restated Question, and Restated Proposed Solution are locked and set as read only fields.
- Not Resolved – No Further Action Required
- The Issue/query did not get resolved. Restated Title, Restated Question, and Restated Proposed Solution are locked and set as read only fields.
- Not Resolved – Resubmit RFI
- The Issue/query did not get resolved. The RFI needs to be resubmitted again. Restated Title, Restated Question and Restated Proposed Solution are unlocked and not required.
- Resolved
- From the Workflow Actions drop-down menu, select Close.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens that shows 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 recipients Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipients Notifications log.
- Click Send to route the record.