Request For Information Edit - Screen Guide

RFI Edit Screen

The RFI Edit screen is used to create, update, and manage individual Requests for Information (RFIs).
It provides a tabbed interface to manage RFI details, attachments, and activity history.

Details Tab – Field Definitions

The Details tab is the primary area for managing RFI information.

RFI Number – Unique identifier assigned to the RFI
Date – Date the RFI was created.
Due Date – Required response date.
Job - Related job selection
Status – Current state (e.g. New, Open, Response Requested, Closed).
RFI Owner - Owner responsible for RFI
Description – Summary of the request or issue requiring clarification.
From – Originator of the RFI.
To – Assigned recipient responsible for responding.
Location/Cost/Program/Trade Impact - Data entry field if required
Linked Documents - A user can select any existing document register documents from the jobs document register to attach
Distribution List - Any additional users who should receive the RFI

These fields define the purpose, responsibility, and timing of the RFI.

Question

Under the initial detail there is a question field, this is where the Buildlogic user should enter the content of the RFI,

There are a range of text editing controls the user can apply as required, when the question data is completely filled the user can hit the "Email" button to send the RFI out to all recipients set above

When the Buildlogic user sends the email the recipient will receive a link to click and submit a response with any attachments

Example:

______________________________________________________________________________________________________________

The user who clicks the link on the email will be taken to an RFI screen where they can add a reply

When a reply is submitted through this portal it will land in the RFI section for the job for the Buildlogic user to review,

The RFI owner will receive a notification to alert them to the response

Example:

Responses

When the RFI recipient responds using the above portal, the Buildlogic user is notified and the response lands inside the RFI itself where all responses will be grouped for historical ease of access.

When a Buildlogic user is satisfied with the response they can mark an answer as the 'accepted answer' otherwise they can go back and request further detail and await another response.

Activity Log Tab

The Activity Log tab records all actions taken on the RFI.

Tracks status changes
Logs user actions and edits
Records responses and workflow steps
Provides timestamps for all updates

This ensures a complete audit trail of all RFI communications.

RFI Workflow Context

Create RFI
Assign recipient
Review and respond
Approve response
Close RFI

RFIs move through defined status stages to ensure proper communication and resolution.

Tips

Provide clear descriptions to avoid delays
Attach relevant documents early
Set realistic due dates
Regularly update status
Use Activity Log for audit tracking