Send an RFI

This guide walks you through the process of creating a new Request for Information (RFI) in eComm — from selecting the correct log, entering the details and attachments, to submitting it for review and tracking its status.

Steps:

• Navigate to the relevant project in eComm.

• Go to the Item Logs menu and select RFI (Request for Information).

• Click Post New or + New RFI to open the RFI creation form.

• Enter a meaningful Title or Description for the RFI question.

• Select the Item Type as “RFI” if not already set.

• Choose the Subcontractor / Party responsible (if required).

• Fill in the Required On‐Site Date, Lead Time, or other scheduling fields if applicable.

• Add any Related Items or link the RFI to a specific contract, drawing, or specification as needed.

• Attach supporting documents, drawings, photos, or files by drag-and-drop or file browse.

• Optionally add additional details or notes clarifying the question or required response.

• Review all entered fields for accuracy.

• Click Save and Submit, or Create, to formally log the RFI and send it into the workflow.

• Monitor the RFI’s status from your dashboard or RFI log (e.g., Issued, In Review, Closed).