A Prime Contractor s Guide to Prolog Converge. Topic: How to Submit a RFI online

Transcription

1 A Prime Contractor s Guide to Prolog Converge Topic: How to Submit 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) Click Document Control on the navigation tree located by the arrow below. This will expand your options to select from in the Document Control section of the navigation tree. Select RFI from the options available. This will again expand your options. Select Create this will open a new blank RFI with the next available number assigned.

2 4) Check the Official box. Click on the blue Add/View Comments hyperlink above the question box. This will open a window that will allow you to ask your question. Notice that the Author Company field has already been filled in with your contact information. 5) Type your question in the My Question box. When complete click on the Save and Close button.

3 6) Your question has now been posted to the Question box on the main form. Now you will need to assign this RFI to the Architect or Engineer or to multiple project contacts. 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. 7) 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. 8) 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.

4 9) 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. 10) When you locate the file on your computer highlight it and click the open button in the window.

5 11) 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. A notification e mail will be sent to the Architect/Engineer alerting them that a new RFI has been submitted. You will be alerted by e mail when a response has been returned by the Architect/Engineer. You can log on and see the response to your RFI under the Closed link on the navigation tree on the left. Click on the Read blue hyperlink to open the RFI. 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.