Créer une DDR

Background

In the construction industry, RFIs are used to clarify ambiguities, answer questions, and fill information gaps that occur during the construction process. A common scenario for creating an RFI is when a subcontractor or superintendent requires specific information about completing a job or task from the project's architect or engineer. For example, a project drawing might be unclear, a requirement may be vague, or a product specification might be outdated, inaccurate, or incomplete. In such cases, it's important that questions are answered as quickly and succinctly as possible to prevent miscommunication, project delays, and/or rewor

Things to Consider

Steps

The steps for creating an RFI vary, depending on the permission level you've been assigned to the project's RFIs tool.

  • Create an RFI as a User with 'Admin' Level Permission
    OR

  • Create an RFI as a User with 'Standard' Level Permission with the 'Act as RFI Manager' Granular Permission
    OR

  • Create an RFI as a User with 'Standard' Level Permission

Create an RFI as a User with 'Admin' Level Permission

  1. Navigate to the project's RFIs tool.

  2. Click + Create.

  3. In the General tab, complete the form with the appropriate information.
    Required fields are indicated by an asterisk (*).

Send the RFI

  1. Click one (1) of these buttons:


  • OR

Create an RFI as a User with 'Standard' Level Permission with the 'Act as RFI Manager' Granular Permission

  1. Navigate to the project's RFIs tool.

  2. Click + Create.

  3. In the 'General Information' section, complete the following:
    Required fields are indicated by an asterisk (*).

Send the RFI

  1. Click one (1) of these buttons:


  • OR

Create an RFI as a User with 'Standard' Level Permission

If you are a foreman, superintendent, or subcontractor on a project, your project manager or engineer may grant you 'Standard' level permission on a project's RFIs tool. This gives you the ability to create an RFI in the 'Draft' status and send it to the person that you designate as the RFI Manager for review. That person can then review your RFI, place it in the 'Open' status, and assign it to the appropriate members of the project team for a response.

Notes:

  • As a user with 'Standard' level permission, you will NOT see all the fields that are available to users with 'Admin' level permission to the tool.

  • Important! If you have 'Standard' level permission to the RFIs tool and want to be notified of the Official Response to your RFI, you must be added to the RFI's Distribution List. If you are NOT a member of the Distribution list, you will NOT be notified the official response on the RFIs that you create.

  1. Navigate to the project's RFIs tool.

  2. Click +Create.

  3. In the 'General Information' section, complete the following:
    Note: Required fields are highlighted with an asterisk (*).

Send the RFi

  1. Click

See Also

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