The Correspondence tab handles the tracking of the correspondence for an RFI entry. Although the features on this tab are optional, they will update the various status fields on the RFI tab automatically. The Correspondence Tab options are as follows:
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RFI - Out for Answer |
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RFI - Reply Receipt |
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RFI - Distribute Response |
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Close RFI |
Buttons / Controls
The bottom of the RFI Screen contains buttons and check box options that behave as follows:
| o | Print – Use this option to print or preview a copy of the RFI. Select the Request For Information Submission Form when a new RFI is created and you are ready to submit the question to one of the members of the construction team. This form will include the RFI question and direct the form in letter style to the Contact Name of the Submitted To company. Use the Request For Information Status Form to print out the details of the RFI. |
| o | OK – Use this option to close the RFI dialog screen and Save all changes. |
| o | Cancel – Use this option to close the RFI dialog screen and Cancel all changes. |
| o | Create new task check box – use this button to create new task on the My Day Tab of the project management screen. When the RFI Dialog Screen is Closed and this box is checked, a task box will be displayed allowing you to enter a reminder task to your list of tasks. |
| o | Create new event check box – use this button to create new event on the My Day Tab of the project management screen. When the RFI Dialog Screen is Closed and this box is checked, a new event dialog box will be displayed allowing you to enter the event information. |