Create RFI - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Contracts Help (3.02)

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EcoSys
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EcoSys Standard Version
3.02

This procedure allows you to create an RFI. For each RFI a RFI ID is generated by the system. The RFI IDs are managed by the structure in the Contract Setup screen (Contracts > Contract Setup > Contract Register - Register Admin tab). The RFIs are created with Draft status. After creating an RFI, a log entry appears in the Log tab and an email notification is sent to the RFI creator to confirm that the RFI was successfully created.

  1. Navigate to Contracts > RFIs.

  2. Click the Actions list and select Create RFI.

  3. Click the Contract ellipsis to select the required contract. By default, the last selected contract appears.

    The Contract displayed in the green parameter bar at the top of the screen is the only contract available for selection in the Create New RFI dialog box.

  4. Type the required RFI Name.

  5. Click the RFI Type ellipsis to select the required RFI type.

  6. Click RUN and then OK. A new RFI appears on the RFI Register tab with Draft status.