Raising an RFI
The Raise an RFI capture panel field by field — subject, question, discipline, priority, references, routing, and evidence.
You raise an RFI from the register with New RFI. The capture panel steps through four sections — only the first is required, so you can raise a well-formed question in seconds and add the rest as you go.
Section 1 — Question (required)
| Field | Required | What to Put |
|---|---|---|
| Subject | Yes | A short, scannable summary of the question |
| Yes | The full detail — the conflict, ambiguity, or missing information | |
| Discipline | Yes | Architectural, Structural, MEP, Civil, Geotech, Electrical, Plumbing, or Other |
| Priority | — | Low, Medium (default), High, or Urgent |
Write a self-contained question
The best RFIs can be answered without a phone call. State the drawings in conflict, the exact location, and what you need decided.
Section 2 — References
Point the responder straight at the source so they can answer quickly.
| Field | What to Put |
|---|---|
| Spec reference | The specification section, e.g. Section 03 30 00 |
| Drawing reference | The drawing and detail, e.g. A-201, detail 4 |
| Suggested answer | Optional — propose a resolution to speed things up |
Section 3 — Routing
| Field | What to Put |
|---|---|
| Responder | Optional under two-step review — leave blank and the coordinator assigns it. Required under single-step. |
| Distribution (watchers) | People who should be kept in the loop |
| Due date | Optional — defaults to the policy SLA from submission if left blank |
Section 4 — Evidence
Attach photos or documents that show the issue — a marked-up drawing, a site photo of the clash, or a product data sheet.
What Happens on Submit
Submitting creates and submits the RFI in a single action:
- The RFI is assigned its number (e.g. RFI-014)
- Under two-step review it becomes Submitted — the ball is with the coordinator
- Under single-step review it becomes Open — the ball is with the responder you chose
No responder yet? That's fine
Under two-step review you don't need to know who'll answer — leave the responder blank and the coordinator routes it after screening.
Related
- Statuses & Ball-in-Court — where your RFI goes next
- Policies — which fields are required and the default SLA