How to run coordination in DCRFI

Finding your way around

Use the project menu to switch projects. The sidebar opens My work and the project overview, then groups everything into Coordination, Delivery, Records and Planning.

The standard workflow

1. Create a projectAdd the project code, title, client and site. You can also start from a sample project.
2. Register documentsAdd the document number, title, discipline, package and zone. Upload versions as they are issued.
3. Add image evidenceUpload images as document versions. You can attach up to 10 images to an RFI, submittal or decision.
4. Raise an issueDescribe the blocker, then set its discipline, package, zone and due date. Link the source version if there is one.
5. Create an RFIStart from the issue, write the question, set the dates and attach any evidence.
6. Record the answerEnter the formal answer yourself, or send a consultant a private link. The answer goes into the decision log.
7. Follow it throughLink changes, site instructions and submittals, so the trail stays complete.
8. Review in meetingsUse the meeting pack to review overdue RFIs, decisions needed and open actions. Export it as PDF, CSV or JSON.

Rules to know

• An RFI must have a formal answer before it can be closed.
• Documents attached to a record must belong to the same project.
• RFI, submittal and decision attachments are limited to 10 images.
• If someone else has changed an RFI since you opened it, you'll need to reload before saving.

Common problems

You can't close an RFI

Submit a formal answer first.

An attachment is rejected

Select no more than 10 images, all from the same project.

A consultant's link doesn't work

Links expire after 30 days and can be revoked, so send a new one.

Need more help? Contact us.