These are your Frequently Asked Questions regarding RFIs (Requests for Information) and Dialog Documents in RedTeam. Are we missing something? Send your question to service@redteamsoftware.com
1. How do I show RFIs in the Project's Online Planroom?
Your Project's Online Planroom can display data and information about the Project that you wish to share with subcontractors, vendors, customers, and others outside your company who do not log in to RedTeam. Your display options for the Online Planroom include:
Plans and Specifications
Submittals (submitted and approved)
RFIs (closed)
Schedule (latest schedule only)
Punchlist (committed items)
To display closed RFIs in your Online Planroom, follow the steps below.
Steps:
From the Projects menu, find and select the Project to open.
Open the Project Preferences by clicking the Preferences icon.
Scroll down to the Planroom section.
Check the box for RFIs..
Changes are saved automatically.
To verify, open the Online Planroom for the Project from the Home menu.
2. Close a Request for Information (RFI)
Once a Request for Information (RFI) has been answered, you can review the answer in RedTeam. If the answer satisfies the question(s) asked in the RFI, you can Close the RFI. Closing an RFI indicates that the answer has been reviewed, is sufficient, and meets your approval. This locks in and finalizes the answer. If you need to Re-Open a Closed RFI, you may do so as long as you have the permissions. If you do not have the permission to Close and/or Re-Open a RFI, please contact your System Admin.
If your Project's Preferences are set to include RFIs in the Online Planroom, Closed RFIs will appear there automatically.
Steps:
From the Project's Home menu, select "Request for Information".
Locate the RFI that you want to Close
OR from the Project's Dialog tab, locate the RFI that you wish to Close.
Click the tools icon.
Hover the mouse over "Change Status" and select "Close".