| Attribute | Description |
|---|
Action Requested | Establishes a default value for the Action Requested on the RFI, for example, Direction, Approval. |
Allow Primary Responder to Change RFI Status | Defines whether this checkbox is to be selected or deselected by default, granting the Primary Responder the permission to change the RFI status. If this attribute is enabled, the Status is only editable by the Primary Responder. |
Allow Primary Responder to Lock RFI | Defines whether this checkbox is to be selected or deselected by default, granting the Primary Responder the permission to lock the RFI. If this attribute is enabled, the State is editable only by the Primary Responder. |
Allow Responders to Change Primary Responder | Defines whether this checkbox is to be selected or deselected by default, granting the Responders the permission to change the Primary Responder. If the this attribute is enabled and if the user is a Responder, then the user will have all buttons and the Primary Responder and Responders fields are editable. |
CC | Select and/or establish default contacts to be copied on the RFI. |
| Copy into Primary Response | Determines which responses will be copied into the primary response. They will be appended to the existing primary response. The primary responder and users with Change or Administrator permission can include a secondary response on the View. Once the primary response is locked, this option is not available. |
CSI Code | Defines a default CSI Code. |
Date | Establishes a default value for the RFI creation date, for example, Current Date. |
| Date Resolved | The date on which the RFI was resolved. |
Detail No. | Establishes a default value for the Detail Number. You can enter any value that serves as an additional internal numbering. |
Disclaimer | Establishes a default stock text for the disclaimer of the RFI. |
Display Full Text in Log Fields | Displays the full text of the Subject on the log. If you select this attribute, 255 character text fields will display the full text, with text wrapping as required. If you do not select this attribute, 255 character text fields will display only the first 47 characters, followed by ellipses (...). and the full text will display as a tool tip when the mouse hovers over the field. |
| Drawing | Establishes the drawing number if there is a drawing linked to the RFI. |
From | Establishes a default contact as the initiator of the RFI. |
Include Response on View | Defines whether this checkbox is to be selected or deselected by default, defining that the response to the RFI is included on the RFI View. |
Information Requested | Establishes a default text for the Requested Information of the RFI. |
Initial Estimate Cost | Establishes a Currency default for the Estimated Initial Cost. |
Initial Estimate Time | Establishes a number (of days) to indicate the Initial Estimated Time for the RFI to be resolved. |
Limit RFIs to Only the Primary Responder | Primary Responder is read only if this attribute is enabled. There must be a default value for Primary Responder for this to be enforced, otherwise the Primary Responder is an editable list of Responders. |
Lock 'Include on View' | If this attribute is enabled, the Include on View checkboxes on the Responders tab are read only for all users. The Include on View checkbox includes specific responses in/on the RFI. This determines the responses to show in the Responses table on the system template and in the Responses table bookmark. |
| No. | Establishes the number of the RFI. |
Notes | Establishes a default text for the Notes section of the RFI. |
Other Ref. | Establishes a default text for the Other Ref. section of the RFI. This can serve as an alternate tracking purpose. |
Primary Responder | Primary Responder is read only if the Module Setup attribute Limit RFIs to Only the Primary Responder is enabled. There must be a default value for Primary Responder for this to be enforced, else Primary Responder is an editable list of Responders. |
Priority | Enables you to enter values in a Lookup Table. Example, High, Medium. |
Probable Cost Effect | Enables you to enter values in a Lookup Table. Example, Decrease. |
Probable Time Effect | Enables you to enter values in a Lookup Table. Example, Increase. |
Reason for Request | Enables you to enter values in a Lookup Table. Example, Insufficient Information. |
Recommendation | Establishes a default text for the Recommendation section of the RFI. |
| Resolution Notes | Notes entered by the user resolving the RFI. |
Resolve RFIs | Select contacts to be designated as responders. The Resolved column will be displayed if the project has Resolvers. Only users that are specified here will have access to the Resolve button. |
Resolved Notes | Establishes a default text for the Resolved Notes section of the RFI. |
Responded Date | Establishes a default value for the Responded Date, for example, Current Date. |
| Response Due | A date per responder to when their responses are due. Defaults to the Due Date from the Edit page. |
Response Notification | Select and/or establish default contacts that are to be notified of the RFI. |
State | If the Allow Primary Responder to Lock RFI attribute is enabled, the State is editable only by the Primary Responder. |
Status | If the Allow Primary Responder to change RFI Status attribute is enabled. the Status is only editable by the Primary Responder. |
Subject | Establishes a default text for the Subject section of the RFI. |
Template | Establishes a default for the template to use for the printed RFI. |
Use HTML Editor | Determines whether to use the HTML Editor to format the Information Requested and Recommendation fields. |
Data Maintenance