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City of South Bend Projectmates Playbook
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City of South Bend Projectmates Playbook
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1/10/2023 2:38:05 PM
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1/10/2023 2:37:37 PM
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Board of Public Works
Document Type
Projects
Document Date
1/10/2023
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| Standard Operating Procedures <br /> Updated 09/2022 <br /> Page 12 of 24 <br />5. Construction Management <br />RFIs <br /> ↓ <br /> ↓ <br /> <br /> <br />External contractors enter RFIs in Projectmates. First Recipient can respond or route to another team <br />member as needed. <br /> <br />Default number of Days: 7 Days <br />First Recipient = City or External Inspector <br />Copy to = Project Manager, Construction Manager, Consultant <br /> <br /> <br />• All items: This will show you all RFIs entered <br />into the system. <br />• My items: This will show you any RFIs you <br />created or have been routed to you for your <br />approval. Here you may be able to Route, <br />Close, Resubmit, Void, and Delete. (Depending <br />on Access Rights) <br />• Create new Item: Initiates a new RFI. Once <br />required fields are completed, select Save as <br />Draft, Save & Finalize, or reset to clear the <br />fields on the form and start over. <br /> <br />To Initiate an RFI, click Create New Item, complete RFI form, and click Save & Finalize. <br /> <br />Access Rights options when working with RFIs: <br />Route: Forward this item to any Projectmates team member. <br />Close: Close this item. <br />Resubmit: Resubmit this item. <br />Void: Voids this item (Admin Only). <br />Delete: Delete this item (Admin Only). <br />
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