Forward RFI for Review dialog box

Use this dialog box to forward an existing RFI to other contacts to review, and create a new outgoing transmittal for the RFI. You can also forward the files included with the RFI electronically via email or Info Exchange.

To

Click to open the Choose Project Team Members dialog box to select the project team members to forward the RFI to. You can also type email addresses directly in this field.

CC

Click to open the Choose Project Team Members dialog box to select other project team members to forward the RFI to. You can also type email addresses directly in this field.

Contacts in the CC field will receive a link to download the files, but will not be sent reminders.

From

Click to open the Choose a Project Team Member dialog box to select the project team member who is forwarding the RFI. You can also type email addresses directly in this field.

Subject

The subject of the original RFI. You can edit it.

Purpose

The purpose defaults to To Answer. You can select a different purpose from the drop-down list if any have been added.

Date

The date the RFI is being assigned. You can edit the date.

Send Via

Select the RFI's transfer method from the drop-down list. Refer to Add a Physical Transfer Method to customize the physical transfer methods.

If you choose a drag and drop method, you will be required to add files before you can file the transmittal.

Log in Document Control

When a file has been added to the this item through the Associated Files/Files to Send tabs using Include Files From > Record Documents, marking this checkbox will log the file's record document as Issued in the Document Control activity center (the revision's Revision State changes from Draft to Issued) and the Last Issued date is logged.

Transmittal ID

The associated transmittal's ID number.

RFI ID

The RFI's identification number.

Hide Recipient List

For Info Exchange transfers only: Mark this checkbox if you want to hide the list of recipients, which allows you to send bid documents to multiple bidders without the bidders being able to identify the other recipients. If this option is not checked, then the email notifications and transmittals will contain the To: and CC: contacts.

Due Back

Mark the checkbox and select the date the author requires the answer to the RFI back from the assignee. The date field behaves as follows:

• The default due back date is seven days after the original RFI's received date.

• If you change the due back date, Project Center calculates the number of days from the RFI's received date to the new due back date, saves this calculation and applies it to future RFIs that are assigned.

• If the original RFI’s due back date is prior to the due back date calculated here, then the due back date defaults to the original RFI's due back date.

• If the RFI does not have a due date, there will no default due back date. Project Center will enter today's date.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding the recipients to respond with an answer to this RFI. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Admin tab of the Edit Project Settings dialog box.

Remind is not available if the option is disabled for the project or in the Servers tab of the Project Center Administration activity center.

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Question tab/Description of Contents tab/Email Log tab/Related Items tab/Change Log tab

Refer to the Create RFI dialog box for a description of these tabs.

 

RFI Summary tab

Information about the original RFI appears here. This tab is not editable.

 

Files to Send tab

Add any electronic files to send with the RFI.

Add Files	Click to open the Add Files dialog box to locate and attach a file to the RFI.
Add Folder	Click to open the Select Folder dialog box to add a folder and all of its contents to the RFI.
Include Files from > Record Documents	Click to open the Select Record Documents dialog box to select a record document to include with the RFI.
Include Files from > Related Items	Click and choose a related item to open the Transfer Project Item Content dialog box to select files from the related item to include in the transfer.
Include Files from > Another Project Item	Click to open the Select Project Item dialog box to select a Project Center item to include with the RFI.
Remove	Click to remove the selected file from the RFI.

Name

The name of the file.

Type

The file's type.

Size

The file's size.

Date Modified

The date the file was last modified.

Path

The full path to the location of the file.

Keywords

Any keywords applied to the file.

 

External References

Select one of the following options to include any externally referenced filesDrawing files often reference other files, including other drawings, as well as plot styles, images, standards, and font files associated with the drawing. Those references, or dependencies, are simply an embedded record of the path to the referenced objects or files. when transferring the files:

Do Not Include External References

Select this option to leave out all externally referenced files.

Only Include Externally Referenced Drawing and Image Files

Select this option to include only externally referenced drawing and image files.

Include All Externally Referenced Drawing, Image, and Support Files

Select this option to include all externally referenced drawing and image files, as well as plot support files required by the AutoCAD files so that they have 100% plot fidelity. These include .CTB, .SHX, .PC3, and .TTF files (True Type fonts). When you transfer the files, the External References dialog box opens, listing both XREFs that were found and XREFs that could not be found. You can then locate them manually.

The Summary of Included Files and References dialog box opens if any of these files cannot be found.

Save Record Copies in

Select the location in which to save a record copy of the RFI in this location as a .ZIP file. You can enter a new location by clicking the icon.

Review Complete List of Files Before Creating Transmittal

Mark this checkbox to open the Summary of Included Files and References dialog box so you can verify and edit the list of files being sent.

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Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the RFI.

Click to spell check the fields in this dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Print or Email Form After Filing

Mark this checkbox to open the Transmittal form immediately after filing the RFI, which you can review and print, or a transmittal email message in Microsoft Outlook (if you sent it via email) to send to the contacts in the To field to notify them that an action has been taken.

 

Forward

Click to forward the RFI. The events that occur depend on which option you chose in the Send Via field.

Via Info Exchange:

Click to open the Transfer to Info Exchange Options dialog box to edit the settings for the transfer, including who can access it and reminder settings, and transfer it to your Newforma Info Exchange Server. The following events occur:

• The original RFI remains in the Under Review category.

• The Forwarded action is added to the RFI's Change Log tab.

• The file transfer is logged in the All Outgoing log of the Info Exchange activity center (if files were included).

• A transmittal is filed in the All Sent log of the Project Transmittals activity center.

Via email:

Click to open a Microsoft Outlook email message containing information about the transfer and the files in a .ZIP file. Edit the message, then send it. The following events occur:

• The original RFI remains in the Under Review category.

• The Forwarded action is added to the RFI's Change Log tab.

• A transmittal is filed in the All Sent log of the Project Transmittals activity center.

Via hard copy

Click to file the RFI. The following events occur:

• The original RFI remains in the Under Review category.

• The Forwarded action is added to the RFI's Change Log tab.

• A transmittal is files in the All Sent log of the Project Transmittals activity center.

 

To access this dialog box

• Select an RFI from the Under Review category, then click Forward for Review from the Tasks panel of the RFIs activity center.

• Mark the Next Action checkbox and select Forward for Review from the drop-down list in the Record Reviewer Response for RFI dialog box, the Create RFI dialog box, or the Log a Received RFI dialog box.