Creating a Subcontractor RFI

To create a Subcontractor RFI record:

  1. Go to your project. Ensure that you are in User Mode.
  2. Expand the RFI Manager node.
  3. Click Subcontractor Requests for Information.
  4. From the BP log page, click Create. Refer to the tables below to complete the form.
  5. In Workflow Actions, select Submit.
  6. In Action Details, select who should receive the record.
    1. Click To... The User/Groups picker opens and displays 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 recipient's Tasks log.
    5. (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Notifications.
  7. 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#.

See Also

Subcontractor Requests for Information Business Process

Subcontractor RFI Workflow

Routing from the Contractor Review and Response Step

Routing from the Owner Clarification Step

Routing from the Subcontractor Review Step


Last Published Monday, August 28, 2023