Follow the procedure below to view and modify the RFI attributes using the General tab.
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Navigate to Contracts > RFIs.
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At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required contract.
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If required, click REFRESH to update the screen.
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Click the RFI Register tab.
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Click the RFI ID hyperlink. The RFI Details panel appears.
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Click the General tab.
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Type a unique RFI Name.
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Click the Type ellipsis to select the required punch list item type. The available punch list item types are listed below:
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Clarification (RFI)
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Deficiency (RFI)
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Modification (RFI)
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(Optional) Click the Priority ellipsis. The available values are listed below:
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High
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Low
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Medium
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(Optional) Select a Due Date from the calendar.
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(Optional) Attach the RFI related document.
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Click the Attachment ellipsis.
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Click UPLOAD and then click Choose File to select a file to upload.
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Type the description of the document in the Document Description.
To view or save the attachment, click the attachment hyperlink.
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Type a question relevant to RFI in the Question column.
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Type an answer relevant to the question in the Answer column.
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Click SAVE.