RFI Forms - Correspondence Info

Top  Previous  Next

RFI – Out for Answer

SPECSANDCATEGORYLIST table is linked inside the RFIFORMDATA table by 'JOB'.  Created a formula that picks up the 'WORKAREA' field as a spec section description if the 'specsandcategorylist.SPECDESC' field is null.

PMFORMSCORRESPONDENCELIST table is added to the DATA TAB.  SQL script handles the linking.  

Filtering for MISCHAR3=A  (Out for Answer) – Used for contact info

 

Field on Printed Form                Database Field                                Field On Screen

 

SENT TO:                        Uses the 'Out for Answer' Corr Info

FROM:                                Pulls Project Manger link from Job List

 

DATE:                                Uses the 'Out for Answer' Corr Info                Submittal Date (Y)

 

RESPOND BY:                        Reply Due Date                                Response Due Date (Properties)

SUBJECT:                        Comments                                Subject

REQUEST:                        RFI_Description                                Description (Also Log Desc)

INTIATED BY:                        ReceivedFromContactName                        Initiated By / Contact

ORIGINIATION DATE:                OriginationDate                                Origination Date

PROPOSED SOLUTION:                Proposed Solution                                Proposed Solution

RESPONSE:                        Response Description                        Response Text

 

 

 

RFI – Distribute Response to Sub

SPECSANDCATEGORYLIST table is linked inside the RFIFORMDATA table by 'JOB'.  Created a formula that picks up the 'WORKAREA' field as a spec section description if the 'specsandcategorylist.SPECDESC' field is null.

PMFORMSCORRESPONDENCELIST table is added to the DATA TAB.  SQL script handles the linking.  

Filtering for MISCHAR3=B  (Reply Received) – Used for contact info

 

PMFORMSCORRESPONDENCELIST(2)  table is added to the DATA TAB.  SQL script handles the linking.  

Filtering for MISCHAR3=C  (Distribute Response) – Used for contact info

 

 

Field on Printed Form                Database Field                                Field On Screen

 

SENT TO:                        Submitted To NOT the Corr Info                Submitted To / Contact

FROM:                                Pulls Project Manger link from Job List

 

RESPONSE DISTRIBUTED:                Uses the 'Date' from the Corr Info                Reply Distrib. Date (Y)

RESPOND BY:                        Reply Due Date                                Response Due Date (Properties)

SUBJECT:                        Comments                                Subject

REQUEST:                        RFI_Description                                Description (Also Log Desc)

INTIATED BY:                        ReceivedFromContactName                        Contact (Based on Email List)

ORIGINIATION DATE:                OriginationDate                                Origination Date

BUILDING / ROOM / FLOOR:                Building / Room / Floor                        Building / Room / Floor

PROPOSED SOLUTION:                Proposed Solution                                Proposed Solution

                                                                 Submitted To / Contact (N)

Submittal Date (Y)

RESPONSE:                        Response Description                        Response Text

RESPONSE FROM:                        Uses the 'Reply Received' Corr Info                Response From / Contact (N)

REPLY RECEIVED:                        Actual Reply Date                                Actual Response Date (Y)                

 

 

(Y)  Field on the RFI Screen is updated when the Correspondence Tab is updated.

(N)  Field on the RFI Screen is NOT updated when the Correspondence Tab is updated.