Requests for Information (RFIs)

Select Requests for Information from the  (Project Menu) to access the RFI Log. All of the items are automatically logged and categorized by Draft, Issued, Acknowledged, Pending Comments (In Discussion), Pending Complete, Response Completed, Archived and Deleted.

How do I create a new RFI?

1. Select the  icon at the upper right of the window.

2. The Add RFI page will be displayed with several fields for you to fill out.

3. Click the  button at the bottom of the page once you have filled out the fields.

4. The RFI will be displayed with a red DRAFT VERSION header and the information from the fields you completed. It is ready to for proofing and adding attachments; however, it is not formally issued until the  button is clicked.

5. Optional: Select the + icon to the right of the Attachments header. An Add Attachment window will be displayed.

1. Select the "Click to select files" button to display a dialogue window from which you can navigate from your local desktop to the desired files.
2. Select the desired files and then select the Open button.
3. The Add Attachment window will display a file upload status bar followed by a list of files successfully attached to the draft.
4. Select the Close Window icon (X) in the upper right.

6. The RFI is still in DRAFT mode, and now lists any attachments added.

7. Optional: Select the + icon to the right of the Email Recipients header. An Add Email Recipients window will be displayed.

1. Select the Add Group or Add Contact check boxes next to the Group and/or team members that need to see the RFI, followed by Save Information.

8. The RFI is still in DRAFT mode, and now lists any new team members added to the e-mail recipients list.

9. Perform a final review of the RFI and if anything needs revising you can click the  button and make any necessary changes.

10. Once you are ready to distribute, click the  button and MasterLibrary will automatically send an e-mail to everyone in the E-mail Recipients list and attach a PDF of the RFI (and any attachments) to that e-mail.

How do I acknowledge an RFI?

1. Click the desired item that has been issued to you from the RFI Log page or the e-mail you received when it was Issued.

2. Review the information on the screen, including any attachments, and click the  button.

How do I initiate discussion on an RFI?

1. Once it has been Acknowledged the Recipient will have the option to  allowing other people to weigh in with their comments.

2. You can then  where you can select up to 3 additional project team members to enter comments of their own.

3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.

How do I add a comment to an RFI?

1. Once it has entered a "Pending Comments" status, anyone who was selected as one of the comment users will now see  which will allow them to enter their comment.

2. Clicking that button will then show a textbox for the user to enter their Comments.

3. All comments are immediately e-mailed out to the other comment users as well as the From and To on the item.

How do I close the discussion on an RFI?

1. The Recipient will have the option to  at any point during this comment phase which will block users from posting new comments

2. The Recipient will also then have an option to  which will open it back up for discussion again.

How do I Complete an RFI?

1. Once an RFI has been Acknowledged or is Pending Complete the Action By will have the option to

2. Once they have entered Completion Notes, they will see a new  which will send an e-mail out to the E-mail Recipients alerting them.

3. Note: A User must have "Final RFI Review" access on the Project in order to mark and RFI as Complete.

Who can perform what actions at each status?

I. Draft

• Issued By (Entered By) can or
• If a Project Admin Creates the RFI that Project Admin will have the option to

II. Issued

• Issued By (Entered By) can or
• Issued To (Action By) can or or
  
• Any Project Admin can also or

 III. Acknowledged

• Issued To (Action By) can or
  
  
• Final RFI Reviewer can or
  
  
• Any Project Admin can or

IV. Options

Pending Comments

• Comment Users can
  
  
• Issued By (Entered By)  can
  
  
• Issued To (Action By) can or
  
  
• Any Project Admin can or

 Pending Complete

• Issued To (Action By) can or
  
  
• Any Project Admin can or
  
  
• Final RFI Reviewer can or

V. Complete

Response Completed

• Issued To (Action By) can
  
  
• Any Project Admin can and