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RFI

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Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest about 1 year ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

All Project RFIs View In TeamLink Portal

Being able to have access to all of the RFIs through the TeamLink Portal would be useful so that all subcontractors/primes can see any new or useful information. All subcontractors/primes would benefit with this feature because they would be able ...
Guest 11 months ago in RFI / Teamlink Portal (General) 3 Already exists

Submittal - Automatically send Originator email notification when there is an update to submittal

Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Jack Speshock 9 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

RFI - Make RFI Respondent Default Responsible Party

We would love to see the RFI Respondent become the responsible party as soon as an RFI is generated. This just seems the natural chain of events and would save time.
Terry Buchanan over 1 year ago in RFI 0 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest about 1 year ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo over 1 year ago in Notifications / RFI / Submittals 0 Future consideration

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon about 1 year ago in Detail Report Templates / RFI 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock about 1 year ago in Feature Settings / RFI 0 Future consideration