Edit an RFI

Open the RFI details

1. Go to Projects or Leads and select the lead or project from the list.
2. On the Lead or Project Home page, select RFIs under the Correspondence section.
3. Select the RFI number to view the details.

Edit the RFI header information

1. Select Edit.
2. Enter of modify the information under the following sections as needed:
   • General Information
   • Originator
   • Coordinated By
   • Request
   • Suggestion By Originator or Coordinator
   • References
   • Schedule and Financial Impact
   • Response Workflow

     You can enable the response workflow and specify its type.

   • Status

     You can update the Responsible Company to the originator, coordinator, or a main respondent, or mark the RFI as closed.

     To display a responsible company in the RFIs listing page, you must manually select and save it.
3. Select Save or Save & Close.

Add or edit respondents

1. In the Respondents section, add a company and contact to the respondents as follows:
   Companies and contacts referenced in the RFI must exist in the Contact Management and be listed in the project directory before they can be imported into the RFI.
   1. Select Import Company / Contact.
   2. Optionally, enter a Response Due Date.
   3. From the dropdown, select one of the following options:
      • To import companies and contacts from the directory, select Project Directory Company/Contacts.
      • To add an existing company and contact to the directory, do the following:
        1. Select Add Existing Company To Project Directory.
        2. In the dialog, select Sure.
        3. Select one or more companies and contacts from the list.
        4. Select Add.
        5. Select Cancel to return to the Import Respondents for Submittals page.
        6. Select Project Directory Company/Contacts from the dropdown.
      • To add a new company and contact to the directory, do the following:
        1. Select Add New Company To Project Directory.
        2. In the dialog, select Sure.
        3. Enter the company and contact information.
        4. Select Save & Close.
        5. Select Project Directory Company/Contacts from the dropdown.
   4. Optionally, use the Search field to filter the list.
   5. Select the companies and contacts that will respond to the RFI from the list.
   6. Select Add or Add & Close.
2. To enter or modify the Order Number, Sent Date, Response Due Date, or Responded Date fields only, do the following:
   1. Select Edit.
   2. Update any of the fields as needed.
   3. Select Save.
3. To enter or modify company related information, including the response, do the following:
   1. Select the company from the respondents list.
   2. In the RFI Respondent Details form, update any of the date and response fields as needed.
   3. Select Save or Save & Close.

Add CC recipients

You can add companies and contacts as CC recipients that will receive the email with the RFI details. However, CC recipients are not able to respond online.

1. In the CC Recipients section, select Import Company / Contact.
2. Select the companies and contacts from the list.
3. Select Add & Close.

Upload or link files

You can upload or link files, such as images or PDF documents, that are relevant to the RFI record.

• To upload files from your local drive, select one or more files from your drive and drag them to the Drag files here area within the Linked Files section.

  Alternatively, select Add to find and upload files from your local drive.

• To link existing files that have already been uploaded to Sage Construction Management, do the following under the Linked Files section:
  1. Select Link Existing and select one of the following options:
     • Drawings & Specs
     • Photos
     • All other records
  2. Optionally, select the Feature Name to filter the results, if applicable.
  3. Select one or more files from the list.
  4. Select Link & Close.