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Requests For Information (Mobile)

  • Updated

User Personas: Project Manager| Field User

The Request For Information (RFI) module in eSUB Fusion lets you formally request additional information or clarifications during the life of your project and record official responses so they are easily accessible by your project members, in the office or in the field.

To perform the actions in this article, you need the RFIs - General Permissions, Share, Change Status to Closed, and Change Status to Void permissions. See Set Up User Permissions for more guidance.

This article covers the mobile component of Requests For Information. For the web component and additional details, see: Requests For Information.

Use the links below to jump to a topic:

View and Manage the RFI Log

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The RFIs tool from the Project's Home Screen.
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Each RFI log entry shows status, dates, impacts, and subject at a glance.

From the Project Home Screen:

  1. Select a project from the project list
  2. Select RFIs
  3. Use the All and Mine tabs, the search bar, and the filter button to refine the list
  4. Select an RFI to view it

Offline Storage of Documents

eSUB Fusion stores up to 1,000 documents created or modified in the last 90 days on your device. The download symbol shows which documents are available in offline mode. This limits the amount of storage the app uses and keeps it running smoothly.

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Filter and sort options for the RFI log.

Log Features on Mobile

Search, sort, and filter the log

  1. Use the search bar at the top of the page to enter your search criteria
  2. Use the filter button next to the search bar to configure filtering and sorting, including Show Latest Revision Only

See Navigating Through the eSUB Fusion Interface on Mobile for more guidance.

Email documents

  1. Select the RFI to view it, then select Email on the actions button
  2. Compose the email, then select the send button

See Emailing Documents on Mobile for more guidance.

Document Statuses, Due Dates, and Flags

Documents with an approval process or of a time-sensitive nature show additional information on the log page so the most pertinent details are available at a glance.

Document statuses. The status represents the document’s current state. Status options vary by document type.

Due dates. Time-sensitive documents may display a due date pertinent to an internal or external stakeholder on the project team.

Flags. An RFI marked Urgent is flagged in the RFI log as a visual indicator of importance. Flags are not currently available on the mobile app for other document types.

Create RFI

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From the RFI log:

  1. Select + ADD on the actions button
  2. Fill in the required fields
  3. Swipe across the screen to access the General, Additional Info, and Media, tabs and fill in the fields as needed
  4. Select the checkmark when finished
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Edit supplemental details on the Additional Info tab.

RFI Features

General Info. Choose recipients and establish base details such as the due date, subject, and schedule or cost impact. If the No. field is left blank, the RFI number is generated automatically. Marking the RFI Urgent flags it in the RFI log.

Request for Information. Enter supporting details, your question, and your recommended solution.

Answer to Request for Information. Record the official response to the RFI. Attachments on an RFI can be designated as the official answer and are viewable on the mobile app.

Additional Info tab. Supplement the RFI with reference numbers, drawing and sheet numbers, drawing detail, spec number, and the affected cost code.
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Add photos and video to the RFI from the Media tab.

 
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Files attached on the web are viewable from the Files tab.

 

Media tab. Snap photos and videos or upload them from your device library, and add text or freehand markups to images.

Files tab. Attachments are currently only able to be added via the web, but they may be viewed on the mobile app. Opening an attached PDF from the Files tab uses your device’s native PDF or document viewer, and the file is read-only.

Revisions. Revisions let you make corrections or updates while keeping a record of previous versions. Revisions append R1, R2, R3, and so on to the document number. Older revisions are not editable, but they can still be emailed or downloaded as PDF. Use the Show Latest Revision Only filter option to hide old revisions from the log.

Activity Log. The Activity Log tab displays a timeline of activity related to the document, such as email activity. Viewing it requires the Mailbox - General Permissions permission. The Activity Log is currently only accessible via the web.

Create an RFI from a Snapshot

Creating an RFI from a snapshot requires your organization to be subscibed to the Drawings tool and all applicable permissions. For more information see: Sheets: Viewing, Uploading, and Managing and Sheets and Snapshots (Mobile).

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The Drawings tool from the Project's Home Screen.

 

  
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The drawings tab after opening Drawings.
  
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Options for adding the snapshot to an RFI or creating a new RFI.

You can start an RFI directly from a snapshot of a sheet, and the marked-up snapshot carries into the new RFI as media.

From the Drawings tool on the project's home screen:

  1. Open the snapshot in Snapshots
  2. Select Create RFI to create a new RFI, or Attach to RFI to add the snapshot to an existing RFI; the snapshot appears on the RFI’s Media tab
  3. Fill in the RFI fields and select the checkmark when finished

See Sheets and Snapshots (Mobile) for more guidance.

Add Media and Markup Images

While creating or editing the RFI:

  1. Select the Media tab
  2. Use the media icons to add media: the gallery icon selects media from your device’s gallery, the camera icon snaps a live photo, and the video icon captures a live video
  3. To add markups, select a media thumbnail to view it full screen, then select Markup

See Document Media & Attachments on Mobile for full markup steps.

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 Attachments (e.g. PDF files) are currently only able to be added to documents via the web, but they may be viewed on the mobile app.

Record an RFI Response

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Record an RFI response on the Answer tab.

 
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An attachment uploaded to the RFI from the web answer opens read-only in your device’s document viewer.

 

While creating or editing the RFI:

  1. Complete the fields in the Answer tab
  2. Select the Responded On field and choose a date
  3. Select the RFI Status and enter an RFI Status Comment
  4. Enter the response into the Answer to Clarification field
  5. Select the checkmark when finished
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 Certain actions, such as entering a Responded On date, automatically update the status to Answered. The status can also be changed manually.
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Revise on the RFI actions menu creates a new revision.

Revise RFI

From the RFI log:

  1. Select an RFI to view it, then select Revise on the actions button
  2. Make corrections as desired
  3. Select the checkmark when finished
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 Previous revisions of a document have their status automatically updated to Void.

Edit RFI

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Edit, Email, and Revise on the RFI actions menu.

 
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Editing an RFI's General tab.

 

From the RFI log:

  1. Select an RFI to view it, then select Edit on the actions button
  2. Make edits as desired
  3. Select the checkmark when finished

Frequently Asked Questions

To view FAQs related to Daily Reports and all other tools, see Frequently Asked Questions (FAQ).

See also: Navigating Through the eSUB Fusion Interface on Mobile

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