How the Forward Button can help you with RFIs (aka Copy)

I. Collaboration

If you are using the Collaboration functionality of CMiC, you would FORWARD a Sub RFI to create a trackable Swinerton RFI to send to the Architect

STEP 1: Click Forward

STEP 2: Choose the person that is going to answer the RFI

Note: Only the "TO" person will have the answer button on their end

STEP 3: Click Copy Notes if you want all notes to carry over

STEP 4: Click Copy Attachments if you want all attachments to carry over

STEP 5: Click OK

Note: You now have a trackable Swinerton RFI that is linked to the originating Sub RFI

II. RFI Numbering Mistake

Although best practice is to allow the system to number the RFIs (00001, 00002, 00003) and not do Custom numbering, we know this sometimes needs to happen depending on what the Owner and/or Architect requires.

STEP 1: Choose the original RFI (with the incorrect number) that you want to copy and create a new number from

STEP 2: Click Forward

STEP 3: RFI No. - edit the RFI# to what you need it to be

STEP 4: To - Choose the person that is going to answer the RFI (add yourself here)

Note: Only the "TO" person will have the answer button on their end

STEP 5: Click Copy Notes if you want all notes to carry over (not required)

STEP 6: Click Copy Attachments if you want all attachments to carry over (not required)

STEP 7: Click Copy Related Objects (not required)
STEP 8: Click OK

Note: This creates a new RFI and brings over all the information (including notes/attachments) and you can now just tweak it for the changes you need to make

STEP 9: Change the status of the incorrect RFI to VOIDED