Field Definitions: PM RFI Response Form
The following is a list of field descriptions for the PM RFI Response form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
This field displays the sequence number of the selected response.
You can create a new response by entering N, New, or + into the field. The system will automatically assign the next available sequential number.
If you clicked the Enter a Response button on PM RFI Response, or if you click the Reply or Forward button on PM RFI Response, the Sequence field will already populate with the next available sequence number.
Use this field to define the order in which the response will display on the RFI document generated using the Create and Send feature.
This field initially defaults to the sequence number.
Check this box to include this response when creating the RFI document using the Create and Send feature.
Leave this box unchecked if you do not want this response included when creating the RFI document.
Select the type of response that you are entering in the drop down menu.
This field will default to Reply if you clicked the Reply button to generate this response.
This field will default to Forward if you click the Forward button to generate this response.
Enter a responding firm or press F4 to select one from a list. Firms are created and maintained using the PM Firms form.
Enter the firm this response is to or press F4 to select one from a list. Firms are created and maintained using the PM Firms form.
Enter the contact the response is to, or press F4 to select on from a list. The contact must be associated with the firm selected in the To Firm field.
Use this field to enter a reply.
To include the information entered here when generating the RFI document (via ‘Create with Template’, Tools menu), make sure to include the RFIResponse column on the RFI document template (in PM Create & Send Templates).
Click the Spelling icon on the toolbar or selectto spell check the text in this field.
Add a Standard Note
Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.
To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.