Revise & Resubmit an RFI - Adding a Revision Suffix to an RFI


OVERVIEW: 
An existing RFI has been answered but you would like further clarification to the original answer. 

This guide walks through the steps to keep the RFI number the same and add a suffix to identify it as a revision.


If the answer is unacceptable, go to this how-to guide: Rejecting an RFI Answer


STEP 1: Navigate to the RFI you want to forward

STEP 2: Click Forward in the upper right corner



STEP 3: Update the fields in the Forward RFI Option Dialog box 

  • Change the RFI No. to match the current RFI # plus the suffix such as ".1" or "R1"
  • Enter the To field if not auto populated
  • Click the checkbox(es) if you want to Copy Notes and/or Attachments from existing RFI
  • Click OK to create a new RFI using same/selected information from the previous record




STEP 4: The new record will open

STEP 5: Modify/Update any information. Click HERE for the how-to guide on Modifying an RFI.

Key items to update:

  • Required by Date
  • Question and Suggestion to clarify why initial response was insufficient
  • Add additional documents as needed

STEP 6: Click Submit




STEP 7: The top of the new RFI will now reference the one it was forwarded from


Optional Step:

Go to the original RFI, change the status to received, and close the RFI to ensure it doesn't stay open in the system.