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- Ways to Close RFI's
- Mark Discussion Reply as the Answer (Recommended)
- Manually Enter the Answer on Behalf of Responder and Close
- Additional Resouces
Ways to Close RFI's
Once an RFI has been responded to and the discussion is complete, the RFI is ready to be closed. There are 2 ways in which RFI's can be closed in the StratusVue Platform Website.
- Mark Discussion Reply as the Answer (Recommended)
- Manually Enter the Answer on Behalf of Responder and Close
Mark Discussion Reply as the Answer (Recommended)
1. Navigate to the RFI that will be closed
2. Scroll down to the Discussion area of the RFI
3. Select the checkbox(es) that make up the RFI Answer and click "Mark Selected as Answer"
Admin Note: The Mark Selected as Answer button can be hidden within Project Defaults for users without Modify
The RFI status will be updated to Closed and capture the Date Closed
The selected replies will be posted to the Answer box. The Answer Box can be expanded by clicking the expand button to the left.
Admin Note: For projects using RFI Advanced forwarding, this posts the answer of this RFI to the linked sub-tier RFI
Manually Enter the Answer on Behalf of Responder and Close
This method is typically only used in projects where the answer is being typed in on behalf of the responder. If you are the responder, you should be Responding to RFI's and not following these steps.
1. Navigate to the RFI the Answer is being entered for
2. Type the answer into the answer box and select Update to Save the answer
3. In the top status field, select closed in the dropdown and select Update.
The RFI status will be updated to Closed and capture the Date Closed
Closed Date vs. Original Closed Date
The first time that an RFI is set to the status of "Closed" the system will capture the "Original Closed Date" and "Date Closed" Dates. If the RFI status is reset to Open, the "Date Closed" will be removed from the RFI and The RFI Report, however the "Original Closed Date" will be maintained to notate the first date the RFI was set to closed.
The RFI Status Log will be updated with all status changes that take place within the RFI for all RFI's that are closed after the 8.9.4.0 release on 11/14/2024
Additional Resouces
Populating the Date Responded on the RFI Report
Distribute RFI to Other Project Members