Requests for information - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.1

Requests for information (RFIs) are important to track because they can impact cost, schedule, and drawings. You can create and update RFIs on SM.30.05 RFI Workload. The SM.20.11 Subcontract Administration screen (Request for Information tab) also has much of the same functionality.

Setup

Before entering RFIs, you can enter data for RFI priorities on SM.10.21 Priorities.

You can also set up e-mail templates to use when RFIs and their answers are submitted and issued. For more information, see Add an e-mail template.

Enter a request for information

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.30 Site Administration.

  2. Double-click SM.30.05 RFI Workload.

  3. In the Agreement Numbers area, query for an agreement. The new RFIs will be associated with this agreement.

  4. Add a record in the RFIs area.

  5. Enter the necessary data.

  • If the Created By Contractor box is selected, the RFI was created on SM.30.05 RFI Workload. If it is not selected, the RFI was created on SM.20.11 Subcontract Administration.

  • Only contractors can change the status of an RFI from Open to Closed. When the status is Closed, the impacts are locked.

Enter questions and answers for an RFI

  1. On SM.30.05 RFI Workload, query for an agreement and RFI.

  2. Click the Questions and Answers tab.

  3. In the Questions area, enter a question and its details.

  4. In the Answers area, enter the answer to the question.

  • Questions and RFIs issued by a contractor can only be answered on SM.20.11 by the subcontractor or contractor.

  • Questions and RFIs submitted by the subcontractor or contractor on SM.20.11 can only be answered on SM.30.05 by the contractor.

  • Issuing an answer locks the answer; it cannot be changed afterward.

Enter impacts for an RFI

The Impacts tab on SM.30.05 RFI Workload shows the data in read-only mode. You can add, modify, and delete impact records on SM.20.11.

  1. In the menu tree, navigate to Smart Materials > Site > Subcontract Management > SM.20 Subcontracts.

  2. Double-click SM.20.01 Subcontractor Workload.

  3. Query for an agreement.

  4. Double-click an agreement to call SM.20.11 Subcontract Administration.

  5. Click the Request for Information tab.

  6. Select an RFI.

  7. On the Impact tab, enter impacts to the cost, schedule, and drawings.

    • When you select Cost Impact, you must enter a value in the Amount field.

    • When you select Schedule Impact, you must enter a value in the Calendar Days field.

Subcontractors can create and edit impacts for RFIs that are not yet Closed.

Issue an RFI

At least one question must be assigned to an RFI before you can issue the RFI.

  1. On SM.30.05 RFI Workload, query for an agreement and RFI.

  2. Click the Issue RFI box.

    The software sends an e-mail message to the subcontractor, populates SM.20.11 with the RFI information, and locks the RFI. Only the status of the RFI can be changed after the RFI is issued.

On SM.20.11, you can also issue or submit an RFI by clicking the Submit box. In this case, the software sends an e-mail message to the contractor, populates SM.30.05 with the RFI information, and locks the RFI.