Request For Information (RFI) - Intergraph Smart Completions - Intergraph Smart Completions Update 19 - Help - Hexagon

Initiating RFI

To initiate an RFI, complete these steps:

1. Go to Project Communications Manager.

2. Click New at the bottom ribbon.

3. A pop up window named Edit Project Communication is displayed showing all the steps associated with RFI.

4. Enter the details associated with each step.

   

   All of the mandatory fields are indicated by the text appearing in red type.

5. Click Generate Forms at bottom of RFI form to enable Questionnaire and Review.

   User can assign Questionnaire and Review to RFI only if it is configured in Communication Type Manager.

6. Click Request to initiate the RFI.

   RFI is created and a pop-up is generated displaying a message to trigger email.

7. Click Yes to issue RFI email.

Split an RFI

You can split an RFI when you accept/not specify, cancel, or reject the RFI. In case, when you reject a task or an asset associated to a RFI, and select split option; a new RFI is created with the same number as the original RFI but with a suffix -r. The rejected tasks or assets are now associated to the newly created RFI-r. Instead of rejecting an entire RFI, you can navigate to the assets or tasks tabs and reject or cancel the individual tasks or assets

For example, If a RFI-123 is rejected and selected for split option, the newly created RFI number is RFI-123-r. The suffixes used for accept or cancel RFI are -a and -c respectively.

Description of Key Attributes in Initiating RFI.

Respond to RFI

To respond to RFI:

1. Go to Project Communications Manager.

   Select the RFI to be responded to (Contacted person can directly navigate to RFI using the link received through mail).

2. Click Edit at the bottom ribbon.

   The user can also edit these objects directly by clicking on the Comm ID hyperlink.

3. Go to the Request/ Reply tab.

   

4. Enter the response details. For additional information, the user can navigate to Assets, Tasks, Documents, and Attachments tabs to information provider.

5. Click Save.

See the following tabular data for more information on responding to RFI.

Associate Information to RFI

Using Tasks, Assets, Documents and Attachments tabs, users can provide additional information associated with RFI.

Associate Assets to RFI

1. Go to Assets tab.

2. Click Edit List.

   A pop-up window named Assignment Tool is displayed.

   

3. Click Search. (User can define the search criteria to filter the asset results)

4. Select the applicable assets and move them to the right pane named Asset Tag.

5. Click Done.

6. Click Save.

Associate Tasks to RFI

1. Go to Tasks tab.

2. Click Edit List.

   A pop-up window named Assignment Tool is displayed.

3. Click Search. (User can define the search criteria to filter the task results)

4. Select the applicable tasks and move them to the right pane named Task Name.

5. Click Done.

6. Click Save.

Associate Documents to RFI

1. Go to Documents tab.

2. Click Edit List.

   A pop-up window named Assignment Tool is displayed.

3. Click Search. (User can define the search criteria to filter the document results)

4. Select the applicable documents and move them to the right pane named Document ID.

5. Click Done.

6. Click Save.

To create a new document for association, Click New. For more information, See How to create new Documents.

Associate Attachments to RFI

1. Go to Attachments tab.

   

2. Click the header to enter the below mentioned details.

   1. Caption: Caption for attachment.

   2. Number: Attachment number.

   3. Revision: Attachment revision

   4. Pages: Attachment pages, if applicable.

   5. Type: Select the type of attachment from the drop-down Requested file / Replied file / Attached file.

3. Click Upload icon in the Files header.

4. Navigate to the file and Click Upload File.

5. Click Save.

• User must save RFI before attaching files.

• User can replace files in the attachments by clicking Edit files.

• No limitations in the number of attachments.

Download the RFI file:

1. Click Files icon at bottom ribbon.

   

2. In the Download RFI Files dialog, select the type of files to be downloaded.

3. Click Merged Into a PDF file or Zipped File as per preference.