Forward an RFI for Review
Background
When a project manager creates an RFI and add assignees as members on the RFIs workflow, assignees are required to reply with an answer that clarifies the question being asked. As an assignee on an RFI, the need to forward an RFI to another user for additional clarification might occasionally arise. For those situations, an assignee with Ball-in-Court responsibility for replying to the RFI can now forward the RFI to that individual (or individuals) by email. This action adds that user to the RFIs workflow.
Example
You are a project manager for a general contractor and managing your project's RFI review process. You have created an RFI, added two (2) assignees to the RFI workflow, placed it in the 'Open' status, and are now awaiting assignee answers. The first assignee on the workflow is an architect and the second assignee is a project engineer.
For this RFI, the architect assigned to respond to the RFI would first like a structural engineer (who is not named on the RFI workflow) to review the RFI and provide feedback, before passing the review authority to the project engineer.
In this scenario, the architect would use the steps below to forward the RFI to the structural engineer. This action would add the structural engineer to the RFI workflow. Next, the structural engineer would submit an answer and, once submitted, review authority would then be passed back to the architect on the workflow. After the architect submits an answer, review authority would then be passed to the next person on the workflow (i.e., the project engineer).
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