Sub RFI Submission via Email (non-Collaborative)
Sub RFI Submission via Email
OVERVIEW
Subcontractor Contacts do not need to have a login / PW in order to submit RFIs directly into the project in CMiC.
Sub RFI Submission via Email
OVERVIEW
Contacts do not need to have a login/pw in order to use this option
What Swinerton Needs to do:
STEP 1: Make sure a Swinerton project team person is entered into the Default RFI Contact (RFI To Field)
NOTE: All Subcontractor RFIs will come "To" this one person and then they can either manage the RFI process or redirect to someone else on the team
STEP 2: Set up your Business Partner Contacts (make sure they have an email)
STEP 3: Open up one contact from the Project Contact Directory (The Send I/O Instructions is not available if you go through Project Partner Directory)
STEP 4: Click Send I/O Instructions
STEP 5: Change the Object Type to Request For Information
STEP 6: Choose all other contacts you want to have the ability to CREATE RFIs
STEP 7: Click Send
NOTE: Best Practice would be to communicate ahead of time with your subs so that they know this email is coming. You can copy and paste the "What the Subcontractor Needs to Do" instructions below into an email and tweak for your project.
What the Subcontractor needs to do:
NOTE: This is the process that subcontractors will use to set up the ability to email in their RFIs directly to CMiC rather than having to log in
STEP 1: Locate "New" email in your inbox from "CMICIO Email Production"
STEP 2: Select "Reply"
STEP 3: Delete the "RE:" from the subject line
STEP 4: Delete the entire space shown in the image inclluding the gray line. The first thing that should be shown is "Subject"
STEP 5: Save the email to your drafts by either clicking the Save Disk or click File/Save. The image above should be exactly how your email looks
NOTE: The number sequence in the Subject of the email is what ties you to CMiC and CANNOT BE CHANGED
STEP 6: Select drafts in your email account
STEP 7: Select the new saved draft email (this is your most recently saved RFI submission
STEP 8: Click the "FORWARD" action.
NOTE: Selecting reply will cancel the RFI email. Do NOT double click and open the draft email. Doing this will cause you to lose your draft!
STEP 9:Above is a screenshot of what you should see after clicking the forward button
When filling out the message body, all information must be entered AFTER the header colon
STEP 10:Type the Subject of your RFI (check with your project to see if their is a specific naming convention being used)
STEP 11: Type the Date Required if necessary, or leave blank and it will pull in the project default. (If you enter a specific date, make sure to follow the date format)
STEP 12: Type the Cost Amount if needed, otherwise leave it blank
STEP 13: Type the Question you have in its entirety
STEP 14: Type a Suggestion if you have one, otherwise leave blank
STEP 15: Attach a drawing/picture/sketch or any other file as you would in any other email and it will automatically attach in CMiC
STEP 16: Click Send
STEP 17: This is what your email confirmation should look like
NOTE: The screenshot also shows what is being populated into CMiC including your RFI # specific to your company, Subject, and Question. The system will then email Swinerton an alert of the new RFI for review and distribute accordingly.