One of my subcontractors uploaded an RFI and it went straight to the design team without me having the chance to "approve it". Is there a way for whenever a subcontractor issues an RFI, that is automatically comes to me (The general contractor) first, and once I review it, I can either "approve it" and send it through to the design team for official response, OR "reject" it and kick it back to the subcontractor?
Guest
| Company | White Construction Company |
| Job Title / Role | Project Manager |
| I need it... | Yesterday...Come on already |
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Hi Walt, you can actually do this one today:
Assuming your subcontractors have one of the Project Collaborator-type roles (explained here) then they should only be able to send an RFI to users with the Project Editor-type roles. Or if you want to be more specific (and foolproof) you can set a default contact for RFIs by type in Project Settings (instructions here) - this will only allow Collaborators to send RFIs to a specific contact (you, or someone on your project team) - then you can answer the RFI, or reassign it from yourself to a member of the design team if it needs to go to them.
Some customers also use the Related Records function and create a new related RFI to correspond with the design team on and keep that correspondence chain entirely separate from the dialogue with their subcontractors.
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