A Consultant s Guide to Prolog Converge. Topic: How to Answer a RFI online

Transcription

1 A Consultant s Guide to Prolog Converge Topic: How to Answer a RFI online 1) Make sure you have the appropriate credentials to log in. You will need a username and password. These credentials are assigned by Eastern Washington University. Contact Tomson Spink via e mail at tspink@ewu.edu. 2) Click on the blue Enter hyperlink next to the project that you want to want to work in. Be careful to select the correct project as you may have access to more than one project. 3) There are multiple ways to view your project RFI list. If you have been assigned to a RFI by the General Contractor or Prime Consultant you will be able to access that RFI using the blue hyperlink under Pending My Action header in the project summary crosstab. See screen shot below. You can also access the list of project RFI s using the navigation bar on the left pane of the screen under Document Control. See screen shot below.

2 4) Select the blue Edit link next to the RFI number that you want to respond to in the list. This will open the individual RFI for work to submit a response. 5) First fill in your name in the Answered By field. Then fill in the Date Answered field. Click on the blue Add/View Comments hyperlink above the answer box. This will open a window that will allow you to submit your answer.

3 6) Type your answer in the My Answer box. When complete click on the Save and Close button. 7) Your answer has now been posted to the Answer box on the main form. To close the RFI check the Closed box. If you need to redirect this RFI to another consultant see item # 8. If you need to attached a sketch, photo or document to this RFI see item # 9. If you are complete click on the Save and Exit button. The RFI is now closed.

4 8) If you need to redirect this RFI to another consultant. Click on the Collaboration tab. Click on the New button. Notice that the From Company and From Contact fields have been populated with your contact info. You will need to pick who the RFI should be sent to using the To Company and To Contact fields. You will also need to add a date to the Date Sent field and then check the Action box for each entry. This triggers a notification e mail to be sent to the contact added to the RFI. 9) If you do not need to attach a document to this RFI then you are complete. Click Save and Exit. Skip to item 13 of this document. If you need to attach a document to your RFI continue with steps directly below. 10) If you need to attach a document such as a sketch, drawing or photo then you need to click on the Attachment tab. This will open the Attachments form which holds all the current documents attached to your RFI.

5 11) On the Attachments form you need to click on the Quick Upload. Button. This will open the File Upload window. Click the Browse button in order to browse to your local computer to locate the file you want to attach to the RFI. When you locate the file on your computer highlight it and click the open button in the window. The file you want to attach should now be shown on the File Upload window. Before you can upload the file you will need to fill in the Number, Title and Description fields on this window. When you have completed filling out these fields click the Upload button. You will get a confirmation box that the file was successfully uploaded. 12) The file upload window should be closed and your uploaded file should be listed under the Attachment tab. You are now done with your RFI. Click the Save and Close button. You will be returned to the project RFI log.

6 13) Your RFI should be listed as shown below in the Closed list. A notification e mail will be sent to the General Contractor alerting them that a RFI has been answered and closed. You can also print the RFI form using the print feature on the RFI form. 14) Click on the Print button and select the top item from the drop down list that appears (labeled: <default report>).

7 15) This will open a new window with the current RFI document rendered in HTML format for printing. Print the document and save for your files.