Project Communications (RFIs, TQs) - Intergraph Smart Completions - Intergraph Smart Completions Update 15 - Help - Hexagon

Intergraph Smart Completions Help (5.3.15)

Language
English
Product
Intergraph Smart Completions
Search by Category
Help
Smart Completions Version
5.3.15

Request for Information (RFI) is typically used when a company requires more information than provided in project documentation in order to proceed with a scope of work. In Smart Completions, RFIs are issued and answered within the Project Communications Manager. You can create custom workflows for how your RFIs proceed through the project.

When an RFI has been created and closed, subsequently opening the RFI will automatically lock or check-out the RFI to that user. This is to ensure that multiple people are not working within an RFI at the same time, which results in loss of data. To release an RFI automatically after finishing work, you must click the Exit button from within the software. RFIs that have been checked-out to a specific user can also be released by an administrator.

Every RFI has its unique RFI ID which is known to be its Comm ID. A Comm ID is auto generated only if the Auto Tag is selected to Yes. If you select No, you will have to provide a Comm ID manually. The Comm ID is a system generated ID and does not get changed even if any changes are made to other mandatory fields such as Communication Type.

Request or Reply

RFIs have a Request/Reply tab found in the RFI edit form. Here you can fill out the request and reply, company, contacted person and date information.

Attachments

RFIs have an attachments tab similar to how uploading photos work with Punchlists. The user fills out a Caption, specifies a type (Request, Reply, Attachment) and then uploads a file (Data restrictions apply)

Questionnaire

RFIs include a Questionnaire tab that allows users to fill out steps related to the RFI

Review

RFIs include a Review tab that allows users to fill out steps related to the RFI. Review is optional and can be included in the RFI through the Communication Type by selecting Yes on the Include Review field.

By clicking Files-RFI tab, you can download the RFI documents in a zipped file. On clicking this button, a window appears requesting you to choose Requesting files or Replied files. The Zipped FIle will download any type of file uploaded into Requested/ Replied Files whereas Merged in to a PDF File will only work for PDF document.

Download-RFIs

To rename a Comm ID you need to access the Import manager through ivRFI_Renaming manager view. You can export the RFI data to change the variables in a spreadsheet manually and import it to the system. This reflects the changed Field name after you have mapped it in the Import manager. You can add as many fields as per the project requirement. Total number of custom fields in RFIs that can be tagged are 20, which can be searched across reports, secondary panel exports and datasheets.

  • RFIs can be linked to multiple assets within the system. In turn, these RFIs can be pulled into task headers (from the asset link), Work Packages and Handover/ Turnover Packages.

  • A new drop down requires new rights in RFI status.

  • You can import a manual tag with at least 5 alphanumeric characters to generate an auto tag.

Create an RFI

  1. Navigate to Project Communications manager and click New.

  2. Enter the mandatory details and link them to the required Assets or Documents.

  3. Click Save.

When an Asset is tagged with an RFI, you can view the RFI details in Asset Manager under its secondary panel. Also, on exporting this Asset, you can now find a new column RFI that displays the RFI ID associated with it.

Adding RFI to Assets