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Create a new RFI

To create a new Request for Information (RFI), follow these steps:

Initiate RFI creation​

Go to Request for Information module on the navigation panel and click New RFI. As a result, you will be directed to the Create RFI wizard that includes the following stages:

  • Details
  • Description / Potential Impacts
  • Documents
  • Key Attributes
  • RFI Attributes
  • Overview

Create RFI

NOTE: all mandatory fields are marked with an asterisk (*)

First, specify the RFI title at the top of the page. Next to the title you can see the RFI type, which is Internal by default and can be changed later during submitting for Technical Review.

Details​

RFI Details

  • Provide basic information about the project and company the new RFI is for.
  • Use the drop-down menu to choose your project, which will populate the Project Name, Owner, and Owner's Job No.
  • Use the drop-down menus to select the Category, Required Response Date, Organization Issued To, and Designer Organization. If you cannot find the Organization/Designer Organization in the drop-down menu, contact your Project Administrator for assistance.
  • Click Next to proceed.

Description​

RFI Description

  • Provide as much information as needed in the following fields:
    • Technical Requirements: information from the specs, drawings, or industry standards.
    • Detailed Description of Change: site condition(s) that do not match design/existing.
    • Recommended Disposition: suggest what to do in a particular situation based on the best industry practices, or request clarification or details.

Potential Impacts​

RFI Potential Impacts

  • Indicate if the RFI could lead to Cost or Schedule impacts by selecting the appropriate checkboxes.
  • If neither are impacted, select N/A.
  • Provide details of the impact in the Notes textbox.
  • Click Next to proceed or Previous to return to the earlier stage.

Documents​

RFI Change Documents

  • Enter the Document ID of the Change Order that might have been created due to the RFI to assist in reconciling approved Change Orders.
  • If the Change Order number has been used in the system before, it will be available to choose from the dropdown list. If not, enter the Change Order number in the cell.

Reference Documents​

RFI Reference Documents

  • Attach all relevant documents for the RFI, including IFC drawings, Project Specifications, Shop Drawings, Material Data Sheets, Pictures, Schedules, Change Order Requests, etc.
  • Click on the Attach Icon icon to upload the first attachment, then follow the prompts to select and upload documents.
  • If necessary, change the document title or indicate if redlining is required.
  • Add more Reference Documents or delete them as needed.
  • Click Next to proceed or Previous to return to the earlier stage.

Key Attributes​

RFI Key Attrributes

  • Fill in optional fields with available information, such as Subjects, Locations, and others.
  • Providing more details will help with filtering RFIs based on Key Attributes and generating useful analytics.
  • Click Next to proceed or Previous to return to the earlier stage.

RFI Attributes​

RFI Attrributes

Select appropriate one or a few Types and Labels for the RFI.

RFI Types can be:

  • Clarification
  • Field Change
  • Design Change
  • Specification
  • Other

Labels can include:

  • Safety
  • Supplier
  • Subcontractor
  • Project Controls
  • Quality
  • Procurement
  • Material Management
  • Environmental
  • Document Control
  • Pre-Construction
  • Execution
  • Commissioning
  • N/A

Additional Options​

RFI Additional Options

If the RFI was orinigally created outside of the ETHOS workflow you can specify original creation date and author. Type in or pick the author from the drop-down list.

Click Next to proceed or Previous to return to the earlier stage.

Overview​

At the final stage review your RFI, click on the Create button to complete the process, or Previous to return to the earlier stage.