RFI Detail View

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Use the RFIs (Request for Information) Detail View to create or make changes to RFI records. To access this view, navigate to either the Projects or Contacts > Logs portal, select RFIs from the drop-down and select New from the Action drop-down or click the row to view or edit the  listed RFI.

 

Related Project RFIs

This section displays a list of project related RFIs. The list can be filtered by date.

 

Request for Information (RFI) Detail

Action

 

New:

Select to create a new RFI.

 

Delete:

Select this button to delete an RFI.

 

Help:

Opens the EngineerOffice Help in the RFI section.

 

Project:

This read-only field displays the name of the project linked with the selected RFI record.

 

Assign Project:

Click to specify the project for which the selected RFI is related.

 

View Project:

Click to view the project for which the selected RFI is related.

 

Contacts:

Displays a list of contacts that are associated with the selected RFI.

 

Assign Contact:

Click this link to select a contact to link with the selected RFI.

RFI Number:

This field allows you to assign an RFI number to the selected project RFI.

 

Date Received:

Specify the date on which the RFI was received.

 

Due Date:

Displays the date on which a response is due for the RFI. Click the field label to create an event for the RFI in Calendar view.

 

Description:

Enter descriptive detail for the selected RFI in this field.

 

Days Until Due:

Number of days the RFI has been overdue. It depends on the Due Date and Date Returned selected.

 

Date Returned:

Displays the date on which the requested information is delivered.

 

Status:

The current status of the RFI. You can select the status as open or closed from the drop-down.

 

Notes:

You can provide extra information about the selected RFI in this field by entering an unlimited length note or memo.

 

Documents:

Displays a list of files associated with the selected RFI. Click Edit to modify document details. Click Delete to un-assign the document.

 

Assign Document:

Click this link to select a file to link with the selected RFI record. EngineerOffice allows you to either attach an already existing document (from the server) or a new document from your device memory. Click the underlined Title to open the attached document.

 

Done:

Click to save your changes and close the screen.

See Also