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Categories Document Control
Created by Jakeb Moon
Created on Jul 26, 2021

Add Revisions to RFI's

Allow copies of RFI's to create a new revision number

1. open a Project and navigate to Document Control- RFI's

2. Copy RFI

3. Notice that saving a copy of an existing RFI creates a copy and assigns the next record number User would like the copy feature to allow using the same record number and saving as the next revision number for that record number. ie: a copy of RFI 002 revision 1 would create 002 revision 2.

What is the customer trying to accomplish?

Copy on an RFI and then the RFI becomes a revision 1, 2, 3...with the same RFI number.

How is the lack of functionality affecting their business?

Causing confusion for the users, AE, and Owner Teams.

Suggested implementation:

Allow copies of RFI's to create a new revision number

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  • Guest
    Mar 2, 2023

    This is pretty standard on other construction management software systems and industry standard. Trying to track and remember that RFI #201 is directly derivative of RFI #094 and RFI #146 is not as efficient as RFI #094, RFI #094.01 and RFI #094.02.