Create a Request for Information (RFI) notice

To create a Request for Information (RFI) notice, follow the steps below.

Step 1:  Go to the Request for Information (RFI) register 

Navigate to your Management module and click on the Request for Information (RFI) notice tool to access your project's RFI register.

Step 2:  Click the "CREATE" button

Click the "CREATE" button to start completing your notice information.

Step 3:  Add recipients

First, type into the "To" field to search for the contact you would like to address the Request for Information (RFI) notice to.

You can then type into the "Cc" field to include any other related contacts in the notice and all related correspondence (e.g. project team members).

If the contact you are searching for isn't in your address book, click the "ADD NEW CONTACT" button to add them.

Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view, download or respond to your notice.

Step 4:  Add notice information and response required date

Complete the description of the Request for Information (RFI) notice and set the response required by clicking into the date picker and selecting a date.

You can also opt to automatically send email notifications to all recipients once the "response required" date has passed by checking the "Send overdue notifications" box.

Step 5:  Add markups or other attachments (optional)

Click the small floating paperclip button to reveal the attachment options for your notice.

1. Attach a plan/file from your document register to your notice
2. Markup a plan from your document register and attach it to your notice
3. Attach any form notice from your Management module to your notice
4. Attach a photo or file from your device to your notice

Step 6:  Send, Save or Save as draft

After adding all related information to your notice, click the "DONE" button on the top right-hand side of your screen to reveal the below options:

1. Send (email notifications are sent to recipients)
2. Save (email notifications are not sent to recipients, but notice is logged)
3. Save as draft (come back to your notice later)

 

Step 7:  Notifications (if sent)

After sending a Request for Information (RFI) notice, each contact receives an email notification like the one in the example below.

Recipients can click the "Download Notice" button to download the RFI notice pdf and any related attachments or click the "Respond Online" button to view the RFI notice and related files via the interface.

A record of the RFI notice is added to your project's RFI register with all related information, including a date/time stamp for download activity.

Example:  RFI notice email notification

Example: RFI notice pdf file

 

Step 9:  Responses or questions

All recipients can send a response to the RFI or ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.

Request for Information (RFI) notice senders and recipients can also send messages via the notice's "COMMENTS" tab when viewing the notice online.

All replies to RFI notice emails and messages will also be logged in the "COMMENTS" tab of the RFI notice in the interface.

Note: recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.

Example: RFI notice - "NOTICE" tab

Example: RFI notice - "RECIPIENTS" tab

Example: RFI notice - "COMMENTS" tab

 Example: RFI notice - adding attachments to "COMMENTS" tab

If you have any questions about Request for Information (RFI) notices, shoot us an email at [e-mail] and our customer success team will be in touch.