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RFI's

Summary

This tutorial covers how to create and manage Requests for Information (RFIs) in BuilderPal to seek clarifications on project details, ensuring timely resolutions and maintaining project documentation.

Prerequisites

  • Role or permission needed
  • An active project set up in BuilderPal
  • Relevant details like question description, drawings, or specs ready for attachment

Steps

There are two ways to create an RFI in BuilderPal: from the project overview or from the Actions tab.

Method 1: From the Project Overview

  1. Log in to BuilderPal and select your project. — Open the BuilderPal app, enter your credentials, and choose the project from the dashboard.

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  2. Access the project menu. — In the project overview screen, locate the dropdown menu next to the project name in the top right corner.

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  3. Select Request For Information (RFI). — Click on Request For Information (RFI) from the dropdown options to open the RFI creation interface.

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Method 2: From the Actions Tab

  1. Navigate to your project. — Log in to BuilderPal and select the desired project from the dashboard.

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  2. Go to the Actions tab. — On the left sidebar, click Actions to open the actions overview.

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  3. Click the + New button. — In the top right corner of the Actions screen, click the + New button to open the add action menu.

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  4. Choose Request For Information (RFI). — From the dropdown menu, select Request For Information (RFI) to start creating a new RFI.

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  5. Enter RFI details. — Fill in the subject, detailed question or description, assign to responsible party (e.g., architect or engineer), set due date for response, attach any supporting documents or images, and add cost or schedule impact if applicable.

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  6. Preview and save the RFI. — Click Preview to review, then Save or Submit to send it to the assignee and notify the team.

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Confirmation

You'll know it worked when the RFI appears in the Actions overview, and the assignee receives a notification requesting their response.

FAQ

Q: What should be included in an RFI description? A: A clear question, context from plans or specs, and any potential impacts to help the responder provide accurate information.

Q: Can RFIs be linked to other actions? A: Yes, you can reference related change orders, punch lists, or site instructions within the RFI details.

Q: How are RFI responses handled? A: Responders can reply directly in BuilderPal, updating the status and attaching answers or revised documents.

Q: What if an RFI requires urgent attention? A: Set a short due date and use notifications to alert key stakeholders; escalate via job chat if needed.

Q: Are RFIs auditable for project records? A: Yes, all RFIs and responses are logged with timestamps and user details for compliance and disputes.

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