Add an RFI

Step 1: Add general RFI information

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select RFIs under the Correspondence section.
3. Select Actions > Add Manually.

   In the data entry form, the Lead or Project number, Issue Date, and RFI # fields are pre-filled but can be modified.

4. Enter a brief Subject.
5. Optional: Select the RFI Type, Reason, and Priority.

   These fields can be used for filtering or sorting records. Admins can add options in Settings > Feature Settings > Correspondence.

6. Select the Company and Address Type in the Originator, Coordinated By, and Main Respondent fields.
   The Company dropdown is populated from the project directory. Typically, the originator is the subcontractor or supplier who is providing the documentation or samples. Coordinator is your firm and the architect, CM firm, or owner being the main respondent.
7. Optional: Select the Contact in the Originator, Coordinated By, and Main Respondent fields.
8. Enter the Request.
9. Optional: Enter a Suggestion By Originator or Coordinator.
10. Optional: In the References section, enter the following information:
    • Prime contract #
    • CPR / CO #
    • Subcontract #
    • SCO #
    • Drawing
    • Location
    • Spec. Section
    • Other
    Select the magnifying glass icon next to certain fields to select an existing record.
11. Optional: Configure the response workflow as follows:
    1. Select the Use Response Workflow? option.
    2. Select the Workflow Type from the dropdown.

       The following options are available:

       • Sequential: An email alert is sent automatically to the next respondent after comments have been entered in the TeamLink Portal by the current respondent. If this option is selected, the Auto Notify Respondents option must also be selected.
       • Parallel: Email response requests are sent to all respondents simultaneously.
    3. To automatically notify the respondents when responses are posted, select Auto Notify Respondents.
       If you have selected the sequential workflow type, this option is required.
12. Optional: Specify the impact to the schedule or the financial impact as follows:
    1. If the schedule or financial impact is unknown when creating the RFI, select Check Impact To Be Determined.

       This is the default selection.

    2.  To specify the schedule or financial impact, do the following:
       1. Deselect the Check Impact To Be Determined option.
       2. If the RFI has an impact to the schedule, select Schedule Impact and specify the number of days in the Work Days field.
       3. If the RFI has a financial impact, select Financial Impact and specify the Amount.
13. Select Next.

Step 2: Add or link files

You can upload and link files, such as images or PDF documents, that are relevant to the submittal.

If you do not prefer to add or upload files in this step, select Skip and Finish.

1. To upload files from your local drive, select one or more files on your local hard drive and drag them to the Drag files here section.

   Alternatively, select Add to find and upload files from your local drive.

2. To link existing files that have already been uploaded to Sage Construction Management, do the following:
   1. Select Link Existing Files and select one of the following options:
      • Drawings & Specs
      • Photos
      • All other records
   2. Optional: Select the Feature Name to filter the results.
   3. Select one or more files from the list.
   4. Select Link & Close.

      These files will be added automatically to the record and will not be shown in the Drag Local Files section.

3. Select Add and Finish.