Main Panel - Summary Page
The following items appear in the main panel of the RFIs module on the summary page. Each summary log contains up to 10 items:
Summary
Select to return to the Summary view.
Graphs
Select to view RFI stats in graphical form.
Drafts
A table of RFI drafts lists the number, title, issued date, due date, and returned date for each draft, as shown below. Contractors (Project Administrators) see all drafts; subcontractors only see their own drafts.
Design team members cannot see draft RFIs.
When you roll over an RFI, a list of action icons appears to the right of the RFI, as shown here:
The icons that appear depend on your user role and the RFI state.
The following actions are available for draft RFIs:
● 
View opens the View
RFI page.
● 
Forward opens the Edit RFI page for subcontractors,
allowing them to send the RFI to the contractor. If you are a
Project Administrator, it opens the Forward
RFI page for construction Project Administrators, allowing
you to send the RFI to the design team.
● 
Delete deletes the RFI.
Subcontractors can only delete their own draft RFIs. Construction Project Administrators can delete any draft RFIs.
● 
Close closes
the RFI.
This option is only available to contractor (Project Administrator) users.
● 
Print prints the RFI.
The print option does not print any attachments.
Open RFIs
A table of all open RFIs lists the lists the status icon, number, title, issued date, due date, and returned date for each open RFI. Project Administrators from both the construction team and design team see all open RFIs; subcontractors and reviewers only see their open RFIs.
A subcontractor's open RFIs are those that they have sent to the contractor but the contractor has not yet sent to the design team.
The following actions are available for open RFIs:
●
View opens the View
RFI page.
● 
Edit opens the Edit
RFI page.
The edit option is available to design team Project Administrators.
● 
Return opens the Return RFI page.
The return option is only available to design team members.
●
Forward opens the Forward RFI page.
The forward option is only available to design team Project Administrators.
●
Delete deletes the RFI.
The delete option is only available to design team Project Administrators.
●
Print prints the RFI.
The print option does not print any attachments.
Statistics
The Statistics section provides a tally of the total number of RFIs, as well as a number of other statistics.
Note that the average turnaround statistics are calculated using calendar days. This calculation is not affected by module configuration.
Graphs
The Graphs section provides a graphical view of RFIs submitted and returned.
Main Panel - Log View
The following items appear in the main panel of the RFI module when a specific log is selected:
Log Table
Displays the status icon, number, title, issued date, due date and returned date for all RFIs that meet the log criteria. Click on a column header to sort by that value. Overdue items appear in red italic text.
For an explanation of RFI status icons, please see Status Icons for RFIs and Submittals.
Print Simple Log
Select Print Simple Log to print the contents of the currently displayed log as they appear on screen.
View Full Log
Select View Full Log to perform more advanced sorting and filtering of the log data before printing.
Export Full Log
Select Export Full Log to export the full log contents to Excel. This option allows you to export the log data without requiring you to view it first.
Additional RFI Actions
Returned and closed RFIs can only be viewed by selecting the appropriate log - they are not included on the summary page.
The following actions are available for returned RFIs:
● View opens the View
RFI page.
●
Close closes the RFI.
The close option is only available to contractor (project Administrator) users. A returned RFI must be closed before it is visible to subcontractors.
● 
Revision opens the Forward RFI page and automatically
increments the revision value of the RFI.
The revision option is only available to members of the construction team.
●
Print prints the RFI.
The print option does not print any attachments.
The following actions are available for closed RFIs:
● View opens the View
RFI page.
●
Revision opens the Forward RFI page and automatically
increments the revision value of the RFI.
●
Print prints the RFI.
The print option does not print any attachments.
Navigation Panel
The following options are available in the navigation panel:
● Add RFI
Click to add a new RFI. Not visible to reviewers.
RFI Logs
Select any of the logs listed in this section to view it in the main panel.
● To Review
All items in an Open status where the user is the Author or Reviewer, that the user has not edited and saved. Only visible to Project Admin - Design and Architects.
● Overdue and Next 7 Days
All items in an Open status where the Requested Due Date from Contractor is overdue or due in the next 7 days. Not visible to design team reviewers, owner reviewers or owner (read-only) users.
● My Drafts
All drafts created by the user. Only visible to subcontractors.
● My Open
All open RFIs assigned to the user. Only visible to subcontractors and design team reviewers.
● My Returned
All RFIs reviewed by the design team reviewer that have been returned to the construction team but not yet closed. Only visible to design team reviewers.
● My Closed
All closed RFIs assigned to the user. Only visible to subcontractors.
● All Drafts
All draft RFIs. Only visible to the construction team.
● All Open
All open RFIs.
● All Returned
All returned RFIs. Not visible to subcontractors.
● All Closed
All closed RFIs. Only visible to the construction team.
● All RFIs
Single list of all RFIs.
● Custom logs
Any user-created custom logs also appear in this section.
● Create a Custom Log
Select this option to create a new log. Project Administrators have the ability to make a custom log available to all users.
● Manage
Select this option to edit or delete custom logs. This option only appears if one or more custom logs have been created.
Trades/Disciplines
Select any of the trades or disciplines listed to view a log of all items in the current module assigned to that trade or discipline. A log is available for each defined trade or discipline.
Categories
Select any category to view a log of all items in the current module assigned to that category. A log is available for each defined category. This section only appears if categories have been defined and set to display as logs.
Administration
This option is available only to administrators.
● Module Configuration
Opens the Module Configuration page, where Project Administrators can manage how the module functions, including adding trades/disciplines, categories, etc.
● Add RFI Manually
Opens the Create RFI page to allow the Project Administrator to add already answered RFIs into the system so the project data is in a single location.