Newforma Info Exchange Tenth Edition Help  

 

Send RFI page

Use this page to send an RFI via Info Exchange.

Send RFI

Sender ID

Enter an ID number for the RFI.

Subject

Enter a subject for the RFI.

To

The recipient of the RFI. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

CC

Any additional recipients of the RFI. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

Action

The action taken on the RFI. Click the drop-down arrow to select an action.

Question

Enter the question for the RFI.

Suggestion

Enter any suggestions for the RFI.

Reminders

Set the reminder options to notify recipients if they have not downloaded the transmittal associated with the RFI. Mark the appropriate checkboxes to have the reminder sent to you, to the recipients, or to both. Once you select an option, you can select the date when the reminder will be sent. If neither checkbox is selected, no reminders are sent.

Reminders to internal project team members are sent daily per project. Reminders to external project team members are sent once. For example, if an external project team member has not downloaded a file transfer, and reminders are set for that file transfer, the external project team member will get only one reminder, on the reminder date.

Files

Use this area to add files to the RFI.

Add File

Click to open the Choose File to Upload dialog box and select a file.

To add additional files, click the Add File button again to select another file.

Send RFI

Click to send the RFI and return to the RFIs log.

 

To access this page

You can access this page in the following ways:

        Click Send RFI from the RFIs log.

        From the menu bar, click Send > RFI.

If RFIs are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.