About the PM RFI Replies Form
This form is used to enter response information and is accessed by:
- Clicking the Enter Reply button on PM Request For Information
- Double clicking in the grid on the Responses tab of PM Request For Information
Entering information into this form is the same as entering information directly into the grid on the Responses tab in PM Request For Information. Response information entered into this form will be added to the Responses tab and it will display in the Response field on the Info tab.
When you open this form, the To and From fields will populate in the following way:
- If there are no replies on the RFI, the firm and contact information on the new response will populate based on who posed the initial question/ request. For example, the To field will populate with the From field on the Info tab of PM Request For Information, and the From field will populate with the To field. If there are replies on the Response tab of PM Request For Information, the firm and contact information on the new response will populate based on the most recent reply. For example, theTo field will populate with the From field on the most recent reply, and the From field will populate with the To field.
Click the Reply button to create a reply to the currently selected RFI response. This will create a new response record (a new line in the grid), and populate the To and From fields based on the contact information in the currently selected RFI response. The contact fields will populate in the following way:
| Selected RFI Response | New RFI Response | |||
|---|---|---|---|---|
| FROM: | Firm/Contact A | Reply= | FROM: | Firm / Contact B |
| TO: | Firm / Contact B | TO: | Firm / Contact A |
Click the Forward button to create a new RFI response using the To contact in the currently selected RFI response. This will create a new response record and populate the From field of the new response using the To field of the currently selected RFI response.
elected RFI Response | New RFI Response | |||
|---|---|---|---|---|
| FROM: | Firm/Contact A | Forward= | FROM: | Firm / Contact B |
| TO: | Firm / Contact B | TO: | Blank |
Click the Send button to use the Create and Send feature to generate an RFI document and then email/fax it to the contact selected in the To field.
If there is a default document template defined on the project, PM Create and Send Document will open and generate a document using the default template. Click here for more information about default document templates.
Once the document is generated and sent, the To contact will be added to the Distribution tab on PM Request For Information if they have not already been set up there.
PM Request For Information
