Requests For Information

User Personas: Project Manager | Field User

An RFI is how you get an answer on the record. When the drawings are unclear, the details conflict, or the field hits something that does not match the documents, the RFI formally asks the question and captures the official response where your whole team can find it.

That record matters twice. It keeps the field working from the right information now, and it establishes when you asked and when you were answered, which is what supports a delay or change claim later.

To perform the actions described in this article, you must have the RFIs - General Permissions, Share, Change Status to Closed, and Change Status to Void permissions.

Use the links below to jump to a topic:

• View and Manage the RFI Log
  • Log Features
    • Search, Sort, and Filter the Log
    • RFI Statuses, Due Dates, and Flags
  • Export the RFI Log
• Create an RFI
  • RFI Sections
• Record an RFI Response
• Revise an RFI
• Edit an RFI
• Generate a PDF and Email an RFI
• RFI Settings
• FAQ
  • Can I delete an RFI?
  • Why did the status change to Answered on its own?
  • How do I mark an attachment as the official answer?
  • How do I hide old revisions from the log?
• Permissions

View and Manage the RFI Log

1. Select Projects on the global navigation menu, then select the project from the list.
2. Select RFIs from the slide-out menu.
3. Use the sort and filter controls on the log to refine the list.
4. Select an RFI to view it.

Log Features

Search, Sort, and Filter the Log

• Use the Search bar at the top of the page to enter your search criteria.
• The filter funnels in the column-header can be used to make your desired filtering selections.
  • Clicking on the column-header description will allow you to sort the data in the log in ascending or descending modes based on the contents of the column.
• For additional filter options, select the filter funnel in the upper-right hand side of the log

• To quickly adjust the status of an RFI, select the corresponding status badge drop-down.

• Additional details can be viewed by selecting the vertical expand and collapse buttons on any RFIs in the log.

• Alternatively, all RFI details can be expanded/collapsed by selecting the Expand/Collapse All toggle.
• Previous versions of revised RFIs can be hidden or shown with the Show Revised On/Off toggle.

See the Navigating through the eSUB Fusion Interface article.

Feature	What it does	Where to learn more
3-dot Menu Options	From the corresponding 3-dot menu option of a selected RFI: View Edit Revise Opens the email form to send a RFI Views the PDF with display options and media selection options.	Document Downloads and Exports Emailing Documents Edit an RFI Revise an RFI Generate a PDF and Email an RFI
Actions Button	Creates a new RFI Exports the log to a spreadsheet (.xlsx) or a .csv file.	Create an RFI Document Downloads and Exports Export the RFI Log

Use the three-dot button in line with an RFI on the log page to reach its actions directly, such as Revise, View PDF and Email.

RFI Statuses, Due Dates, and Flags

Because RFIs are both time-sensitive and answerable, the log surfaces the information you need at a glance. The Status shows where the RFI stands. The due date shows when the response is needed, and depending on how your team uses it, that date may be aimed at someone inside your company or at the architect or general contractor. Marking an RFI Urgent while creating or editing it flags it on the log as a visual indicator of importance.

Flags are not currently available on the mobile app.

Export the RFI Log

The RFI log exports to a spreadsheet or a .csv file and includes everything shown on the RFI Info tab of the log. Filters applied on screen carry into the file.

From the RFI log in either the global or the project view:

1. Apply any search, sort, or filter criteria you want reflected in the file.
2. Select Actions, then select Export Log, then choose your format.
   • The file downloads to your default downloads folder.

Create an RFI

RFIs can be created on the web or on the mobile app. See the RFIs on Mobile article for the mobile flow.

1. Select Projects on the global navigation menu, then select the project from the list.
2. Select RFIs from the slide-out menu.
3. Select Add RFI on the action button.
4. Fill in the fields.
5. Select Save when finished.

RFI Sections

Record an RFI Response

While creating or editing the RFI:

1. Complete the fields in the Answer to Request for Information section.
   • Select the Responded On field and choose a date.
   • Select the RFI Status.
   • Enter an RFI Status Comment.
   • Enter the response in the Answer to Clarification field.
2. Select the checkbox on an attachment to mark it as the official response, if you want one.
3. Select Save when finished.

Entering a Responded On date updates the status to Answered automatically. You can also set the status yourself.

RFIs cannot be deleted. If an RFI is no longer needed, change its status to Void.

Revise an RFI

Revisions allow you to make corrections or updates to the document while also keeping a record of the previous versions. Document revisions will have R1, R2, R3, etc. appended to the document number field so that they can be easily identified. Older document revisions are not editable, but they can still be emailed or downloaded as PDF.

From the RFI log:

1. Select an RFI to view it, then select Revise.
2. Make your corrections.
3. Select Save when finished.

Previous revisions are set to Void automatically. Use the Show latest revision only filter on the log to keep old revisions off the log.

Edit an RFI

From the RFI log:

1. Select an RFI to view it, then select Edit.
2. Make your changes.
3. Select Save when finished.

Generate a PDF and Email an RFI

Generating the PDF and sending it are one flow. What you choose to include in the PDF is what goes out in the email, so you review before you send.

1. Select the three-dot button in line with the RFI on the log page, then select View PDF. You can also select View PDF from an opened RFI.
2. Select the sections and attachments to include, then select Generate PDF.
   • Files can be arranged in the desired order by clicking and dragging.
3. Review the PDF, then select Email to send it, or Download to save it.
   • To change what is included, select Configure and repeat step 2.
4. Add recipients and any comments, then select Send.

See the Document Downloads and Exports and Emailing Documents articles.

RFI Settings

A project manager or administrator can toggle project-specific RFI settings. See the Project Settings article.

FAQ

Can I delete an RFI?

No. RFIs cannot be deleted. Change the status to Void instead, which takes it out of active use while keeping the record.

Why did the status change to Answered on its own?

Entering a Responded On date sets the status to Answered automatically. You can change it manually afterward.

How do I mark an attachment as the official answer?

Select the checkbox on the attachment while recording the response. Attachments marked this way are viewable on the mobile app.

How do I hide old revisions from the log?

Use the Show latest revision only filter. Previous revisions are voided automatically when you revise, so this keeps the log to the current version of each RFI.

Permissions

Administrators can adjust permissions; see Set Up User Permissions.

See also: Document Media & Attachments, Document Downloads and Exports, and Emailing Documents.