Scenario: While reviewing the work package, you noticed that the attached electrical blueprint is not the latest. This is a problem, and it will delay the schedule. You must notify the A/E Consultant about this issue and get is addressed. |
-
Select [Work Package 1] from the list of work packages.
-
Tap the + icon at the top right of the work package overview screen.
Add New screen appears.
-
Select RFI category.
-
Enter the following details:
Subject: Out-dated blueprint
Description: The attached drawing does not have the revisions that were communicated verbally.
RFI Type: Clarification
Trade: Electrical
Priority: High
-
For Due Date, select a date by when you need the latest blueprint to be attached to the work package.
What's next?
You need to attach a supporting document.
Attach the document
-
Tap on ADD FILES.
-
Tap on From Document.
-
Browse the Root Project Folder and select the checkbox next to Electrical Drawings Complete.pdf.
You have now attached a supporting document to the issue.
-
Navigate back to the Issue: RFI page.
What's next?
You need to route this issue to the A/E Consultant and make the consultant owner of the issue.
Assign the issue to concerned person
-
Tap ASSIGN and then tap the checkbox next to A/E Consultant username.
-
On the top-right corner, tap Done.
You have successfully assigned this issue to A/E Consultant. You need to respond and resolve the issue after the consultant addresses it. In the next step, you will assign the A/E Consultant as the issue owner.
-
Tap ADD ISSUE OWNER and tap on A/E Consultant username.
-
On the top-right corner, tap Done.
-
Verify the issue details and then tap CREATE.
You have successfully created the issue and routed it to the concerned person and also assigned an issue owner.