Request for Approval: Reviewing an RFA (as a PM)
Last Updated: September 29, 2023
The submitted RFA will be routed to the Project Manager, who will then review the request and assign it to the appropriate consultant.
The steps for reviewing a request are as follows:
On the Steer dashboard, a request for information will show under Tasks. Click on the Request for Approval you need to review.
The Attachments to this request can be viewed and downloaded for review.
The PM Remarks section is used to leave a comment, if any.
To choose which consultant should be assigned, click on the Special Assignment dropdown menu.
The Project Manager can perform the following actions to this request:
Approve
Reject and Review
Reject and review actions allow you to send back the ticket for contractor’s revisions.
Once the ticket is approved, it will be routed to the assigned consultant.
Project Managers can monitor the progress of all RFAs submitted via the Task board. If you do not have access to the task board, you should request access from the Project Administrator.
Next Article: Reviewing an RFA as a Designer
Previous Article: Submitting an RFA
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Reviewing an RFA as a Project Manager
The submitted RFA will be routed to the Project Manager, who will then review the request and assign it to the appropriate consultant.
Instructions:
The steps for reviewing a request are as follows:
On the Steer dashboard, a request for information will show under Tasks. Click on the Request for Approval you need to review.
The Attachments to this request can be viewed and downloaded for review.
The PM Remarks section is used to leave a comment, if any.
To choose which consultant should be assigned, click on the Special Assignment dropdown menu.
The Project Manager can perform the following actions to this request:
Approve
Reject and Review
Reject and review actions allow you to send back the ticket for contractor’s revisions.
Once the ticket is approved, it will be routed to the assigned consultant.
Project Managers can monitor the progress of all RFAs submitted via the Task board. If you do not have access to the task board, you should request access from the Project Administrator.
Next Article: Reviewing an RFA as a Designer
Previous Article: Submitting an RFA
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 29/09/2023
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