1. Knowledge Base
  2. Communication
  3. Requests for Information (RFIs)

Duplicate a RFI

OBJECTIVE

To duplicate a RFI in ConstructionOnline

BACKGROUND

RFIs, also known as Requests for Information, are available to Corporate Residential Users and Commercial Users of ConstructionOnline to document communication with any contacts on ConstructionOnline. The project and contacts needed for the RFI should already be created within ConstructionOnline.

THINGS TO CONSIDER

  • RFIs must be associated with an existing project.
  • RFIs can be shared with TeamLink & ClientLink members
  • RFIs can be accessed and responded to via email

STEPS TO DUPLICATE AN RFI

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Communication tab
  3. Choose the Request for Information category
  4. Right-click on the desired RFI
  5. Select Duplicate RFI
     
    1. This will open the Duplicate Request for Information window
  6. Verify the information in the Details and Attachments tabs is correct
  7. Click Create RFI or Create RFI & Send Emails to email assigned resources

TIPS AND TRICKS

  • Need to make some changes to an RFI? RFIs can be edited at a later time, regardless of status.
  • An RFI may be e-mailed at a later time, even if “Create & Send Emails” is not initially selected.
  • RFIs can be printed individually.

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.