RFIs (Requests for Information)
Raise numbered questions to the design team, track due dates, attach drawings, and record the official answer — with overdue reminders and client visibility.
Use this when: You need a clarification from the consultant or design team and want it tracked, numbered, and answered — not lost in email.
A Request for Information (RFI) is a formal, numbered question to the design team or consultant. It keeps queries auditable — who asked, what was answered, when it was due — instead of scattered across emails and call logs.
What an RFI Is
When the drawings or specs are unclear, you raise an RFI: a numbered question with a subject, the discipline it concerns, a priority, and (optionally) a due date and the drawings it relates to. Whoever is assigned answers it, and the answer is recorded against the RFI for good.
Why not just email?
Email answers get lost and aren't auditable. An RFI gives every question a number, a due date, an owner, and a permanent answer — and can feed a change order if the answer changes scope.
The RFI Workflow
You raise an RFI (open), the assignee answers it, and once you're satisfied you close it. If the answer isn't enough, reopen it.
- 1
Raise the RFI
Write the subject and question, pick the discipline and priority, assign a responder, set a due date, and link any relevant drawings.
- 2
Answer
The assigned responder records the official answer; the requester is notified.
- 3
Close or reopen
If the answer resolves the query, close it. If not, reopen it for clarification.
Due Dates and Overdue Reminders
Set a due date so answers don't stall. Open RFIs past their due date are flagged overdue and the assignee and requester are reminded automatically.
Drawings and Attachments
Link existing project documents (drawings, specs) to an RFI so the responder has the right reference, and attach ad-hoc files (a sketch or photo of the issue) directly.
What Clients See
Mark an RFI client-visible to share the question and its answer in the client portal — useful when a query and its resolution affect the client. Internal notes and assignees are never shown.