Dashboard > Select a Project > RFIs
This guide will walk you through the process of adding and assigning RFIs (Request for Information) in SiteMax, ensuring effective communication and streamlined information requests within your projects.
Step 1: Accessing the RFIs Section
From the Dashboard, select a project.
On the sidebar menu, click on "RFIs."
Step 2: Adding an RFI
On the RFIs page, click "Add RFI."
Fill out all the required fields as specified by your administration.
Understanding the fields when adding RFI:
RFI Number: This is automatically generated in a sequential order.
Urgency: Specify the level of urgency for your request, which helps prioritize responses. Marking RFIs as "high-priority" can expedite the response time.
Status: The status is automatically assigned as open, closed, draft, or assigned.
RFI Title: Provide a descriptive title for the RFI.
RFI Manager: The RFI Manager oversees the RFI throughout its lifecycle.
Ball in Court: The responsibility for the RFI remains with the RFI Manager.
Created By: Indicates the person who created the RFI.
Initiated by: Choose the user or contact initiating the RFI.
Recipients: The recipient list is populated from your user and contact list. Contacts need to be granted external user access to show up. You can add multiple recipients.
RFI Assignee: Select the assignee from the recipients who will be responsible for providing the requested information.
Location: Select the relevant area pertaining to the RFI from the dropdown list.
Drawing: Link an existing drawing to the RFI if applicable.
Other Reference: Provide any additional relevant information.
Schedule Impact (in days): Enter the number of calendar days indicating the impact on the schedule.
Cost Impact: If known, enter the amount by which the cost will be impacted.
Question: Enter the RFI question, ensuring to include any necessary background information or attachments required for the respondent to provide an answer.
Attachments: Attach any relevant documents or files to the RFI.
Internal Notes: Internal user-specific notes visible only on the Internal user RFI screen, without a PDF or external user/email component.
Step 3: Submit RFI
Submitting the RFI Once you have assigned and saved the RFI, click "Submit RFI" to allow for responses from the assignee and other relevant parties.
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