Create Inquiries as a Subcontractor

What is an inquiry?

An inquiry is a less formal version of an RFI. Inquiries can be resolved and closed through the inquiry workflow, or be escalated to an official RFI. Some projects may require that Subcontractors only file inquiries, which can be escalated to an official RFI by the GC. To learn more about the RFI creation process, check out this article: Create an RFI

For a printable Quick Start guide, click here!  Quick Start: Create Inquiries

Create an Inquiry

1. Navigate to RFIs (A), then Inquiry List (B). 

2. Select Add (C).

3. Enter the information for your inquiry.  If you need to attach files to the inquiry, select the Add button. (D)

4. To select a map location for your inquiry, scroll to the bottom of the inquiry form. Select the floor plan from the folder tree (E). Use the Navigation tool (F) to move around the map, and use the Selection tool (G) to select areas for inspection.

 5. Once you have entered all the information for your inquiry, select Save in the upper right. 

This will create a new entry in the Inquiry List. If your inquiry is escalated to an RFI, it will be assigned an RFI ID. You can locate the RFI in the RFI List.