Adding / Editing RFIs
Contents
Open the RFI Editor (either click Add or Edit on the RFI Register screen)
The RFI Editor has four tabs: Test Request Details, ITP Information, Test / Reporting, Documents.
Details
The Details tab has five main sections: Details, Contacts, Key Dates, Responsibility and Links Summary
Details Entry
These fields are completed at the time the RFI is created
The RFI Number is automatically generated and cannot be manually changed.
Field |
Required |
Description |
|---|---|---|
Number |
YES |
This is the RFI Number that is automatically generated by QAntrol. This is a sequential number that is validated at the server at the time of saving the record. Because of this the number that is first shown in the Editor when adding a new RFI may be changed at the time of saving the record. This should not present a problem as you cannot print or email the RFI until it is saved. |
Title |
YES |
The summary (title) of the RFI |
Discipline |
The Discipline associated with the RFI |
|
Schedule |
The Schedule that is associated with the RFI |
|
Package |
The Package that is associated with the RFI |
|
Control String |
The Control String that is associated with the RFI |
|
Ch.Start |
The Starting Chainage value along the selected string that represents the area associated with the RFI |
|
Ch.End |
The Ending Chainage value along the selected string that represents the area associated with the RFI |
|
Linked Ref. |
A reference to any arbitrary information required for the RFI |
Contacts Entry
These fields are completed at the time the RFI is created.
Field |
Required |
Description |
|---|---|---|
To (Company) |
YES |
The company to which the RFI is directed |
To (Contact) |
The contact of the company to which the RFI is directed |
|
From (Company) |
YES |
The company from which the RFI is sent |
From (Contact) |
The contact of the company from which the RFI is sent |
Key Dates Entry
These fields are completed progressively through the RFI life cycle.
Field |
Required |
Description |
|---|---|---|
Opened |
YES |
The date and time the RFI was first created |
Required |
YES |
The date and time the RFI is required to be answered to an acceptable standard and closed out. |
Last Response (read-only) |
The last date time a response was received for the RFI |
|
Closed |
The date and time the RFI is closed |
|
RFI Status (read-only) |
The current status of the RFI |
|
Final Report Uploaded |
Whether or not the final report for the RFI has been uploaded and linked to this record. It should be accessible via the Documents tab of the RFI Editor. |
|
Days Outstanding (read-only) |
The days the RFI has been outstanding - if it is in the outstanding status, otherwise the Days Outstanding will not be displayed. |
Responsibility Entry
These fields are completed at the time the RFI is created.
Field |
Required |
Description |
|---|---|---|
Resp.Eng |
YES |
The Responsible Engineer for this RFI |
Created By (read-only) |
The QAntrol User who created the RFI |
|
Modified By (read-only) |
The QAntrol User who modified the RFI last |
|
Modified (read-only) |
The date and time the RFI was last modified. |
Issue
The Issue tab has five main sections: Question, Reason, Impacts, Attachments and Review.
Question, Reason, Impacts Entry
These fields identify the actual Request for Information.
Field |
Required |
Description |
|---|---|---|
Question |
YES |
This is the actual question being asked, it forms the main part of the RFI |
Reason |
This is an optional entry to identify specific reasoning behind the need for the RFI |
|
Impacts |
This is an optional entry to identify the impact this RFI may have on the Project. |
Attachments Entry
The attachments section allows you to attach any supporting / required documents or drawings to the RFI. These attachments can be either selected from the document manager (ie. they have already been uploaded to QAntrol) or they can be selected from files on your Hard Drive or Network and be uploaded to QAntrol in the same step as attaching them to the RFI.
The attachments will be sent along with the RFI when emailing it to the specified Company and Contact.
To Add an attachment click on the Add Button then select either:
•Drawing (selected from QAntrol Drawings)
•Document - Existing Document (selected from QAntrol Documents)
•Document - New Document (selected from your Computer / Network)
To Remove an attachment select the attachment in the List and click Remove.
Review Entry
These fields control the RFI's review process and can be secured with the Security Manager. They also can provide a basic work-flow in conjunction with Project Settings around the RFI review. Please refer to How to control the RFI Review Process.
Field |
Required |
Description |
|---|---|---|
Review 1 By |
The Person that has performed the first Review of the RFI before it has been sent |
|
Review Date (Review 1) |
The Date that the Review 1 was performed. |
|
Review 2 By |
The Person that has performed the second Review of the RFI before it has been sent |
|
Review Date (Review 2) |
The Date that the Review 2 was performed |
Answer / Action
The Answer / Action tab has two main sections: Answer and Contractor Action
Answer Entry
This field allows you to enter any responses from the Company answering the RFI.
If there are multiple responses you can simply keep adding to this field using Dates and times for each section of text added.
Contractor Action Entry
These fields identify the consequences of the outcome of the RFI.
Field |
Required |
Description |
|---|---|---|
Impacts Cost |
Whether or not the RFI will affect the final cost of the Project |
|
Estimate |
The Cost estimate associated with the RFI's impact |
|
Comments |
Any comments about the Cost impact of the RFI. |
|
Linked PVO |
The Variation that may have been created as an outcome of the resolution of the RFI. This field will allow you to select an existing Variation, so you must first create the Variation before it can be selected in the RFI Editor. |
|
Impacts Time |
Whether or not the RFI will affect the final delivery date of the Project |
|
Estimate |
The Time estimate, in days, associated with the RFI's impact |
|
Comments |
Any comments about the Time impact of the RFI |
Comments
This tab has just one big Comments text field for you to record any and all comments about the RFI and any correspondence related to it.
Documents
You can link documents to the RFI record in the same fashion as all QAntrol Records.
Please refer to Linking Documents to Records.