Request for Information: Reviewing an RFI (as a Designer)
Last Updated: September 28, 2023
The appropriate Consultant or Designer assigned to the request will review the RFI. Once the request has been reviewed, the Designer will leave their viewpoints or response before sending it back to the Project Manager.
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 Information you need to review.
The attachments to this request can be viewed and downloaded for review.
For any comments or response once the ticket is reviewed, fill in the Response field.
To attach additional documents, click on the + sign button. A data grid with record entry options is displayed below. Fill out the fields for each record intended to add.
Fill in the Document Name.
To attach a File or Image, click on the corresponding buttons.
Click on the ✔ icon to add the attachments and click on the X button to cancel.
Click on the Edit Row icon to edit the newly added record, and then click on the Bin icon to delete it.
Once done reviewing the request, click on Approve. The Designer can also perform actions such as Reject and Review to return the ticket to Project Manager and add more information in the Comments section.
Once the ticket is approved, it will be routed back to the Project Manager for final approval before being moved to Done, where the Contractor will see the result of this request.
Previous Article: Reviewing an RFI as a Project Manager
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Reviewing an RFI as a Designer
The appropriate Consultant or Designer assigned to the request will review the RFI. Once the request has been reviewed, the Designer will leave their viewpoints or response before sending it back to the Project Manager.
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 Information you need to review.
The attachments to this request can be viewed and downloaded for review.
For any comments or response once the ticket is reviewed, fill in the Response field.
To attach additional documents, click on the + sign button. A data grid with record entry options is displayed below. Fill out the fields for each record intended to add.
Fill in the Document Name.
To attach a File or Image, click on the corresponding buttons.
Click on the ✔ icon to add the attachments and click on the X button to cancel.
Click on the Edit Row icon to edit the newly added record, and then click on the Bin icon to delete it.
Once done reviewing the request, click on Approve. The Designer can also perform actions such as Reject and Review to return the ticket to Project Manager and add more information in the Comments section.
Once the ticket is approved, it will be routed back to the Project Manager for final approval before being moved to Done, where the Contractor will see the result of this request.
Previous Article: Reviewing an RFI as a Project Manager
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 28/09/2023
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