The purpose of this Work Instruction is to explain the process involved in submitting a
formal Request for Information (RFI), and how they should be completed using Viewpoint.
This document will explain the importance of completing RFI correctly, and to the
requirements set by Shadforths Management.

RFI Procedure Flowchart:

RFI Summary of Steps:

1. Open Viewpoint (use remote desktop if out of office),
2. Open ‘PM Work Centre' tab,
3. Select the appropriate Company and your project from the ‘Project’ field,
4. Select 'RFIs',
5. Select ‘Create New Item',
6. Fill out the ‘Info’ tab,
7. Fill out ‘Distribution’ tab and complete,
8. Click the paper clip icon and add attachments if needed,
9. Click the ‘Penvolope’ icon, &
10. Add any notes, and Email.
    

RFI Walk-through:

Step 1 - Commencement

• Open the Viewpoint application (1) from your Desktop,
• If outside of Head Office, use Remote Desktop (2) and then open the Viewpoint application (1).
  

Step 2 - Viewpoint Home

• Once the Viewpoint application is opened, go to the top left hand corner of the page and click on the tab
  labelled ‘Job Work Centre’.
  

Step 3 - PM Work Centre

• Once opened, in the ‘Company’ field, use the drop down menu to select the appropriate company. In this
   example we will use 'Test Company 101’.
• On the right hand side use the drop down menu to select the project you are completing a Contract Notice for.
  You can narrow the available options down by selecting a Project Manager and Project Status first.
  

Step 4 - Request for Information Form

• Select ‘RFIs’ from the left hand side.
  
• Select ‘Create New Item’ from the menu above the existing RFIs, this is circled below.
  
• You will then be given the following screen.
  

Step 5 - Submitting an RFI