Issue a Request for Information

Request for Information is issued to send inquires to Consultants. A General Contractor Project Manager can issue a Request for Information.

To issue a Request for Information:

  1. On the Home page, Select a Project on which to issue a Request for Information.

The Project details appear on the Home page.

  1. From the Construction menu, select Request for Information.

The Request for Information Search page displays.

  1. Click .

The Request for Information Edit page displays.

  1. Complete the necessary fields:
    1. Select the Contract.

Note: The Request for Information number is populated in sequence based on the project.

  1. Required: Enter the Title.
  2. Using the Date Picker, select the Required By date.

Note: The Required By date must be in the future.

  1. Select a Priority.
  2. Required: Select the Disciplines you want to send the Request for Information to in the Direct to Discipline section.

Note: Discipline selection options must be defined in the project's settings. For more information, see Request for Information Settings.

  1. Using the Rich Text Editor

    • Enter any Notes
    • Required: Enter your Question
    • Enter any Suggestion(s)

If you're a Contract Administrator issuing a Request for Information for a General Contractor, you will see two additional fields that you are required to complete:

  1. Using theStart Typing to Search, enter who the Request for Information is Submitted By.
  2. Using the Date Picker, select the date the Request for Information is Submitted On.

  1. Complete any additional fields:
    1. Attachments
    2. Linked Documents
    3. Private Comments
  1. To action the Request for Information, select one of action buttons from the top toolbar:
    1. Click for info on issuing a document the Request for Information. For more information, see Issue a Document.
Who's next?
Consultants selected in the Direct to Discipline section to review and respond to the Request for Information. For more information, see Respond to a Request for Information
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
  1. the Request for Information to issue or edit later. For more information, see Save a Document.