RFA (Request for Approval) is a formal process used to submit documents, drawings, or other items for approval throughout the lifecycle of a construction project. RFAs ensure that all necessary approvals are documented and tracked, helping to maintain quality and compliance with project standards.
RFA can be viewed Under Actions from project Dashboard
The columns that are displayed in the list can be customized as per the requirement by selecting the required fields. RFAs can be searched from the list from the search bar.
To create an RFA you can click on
1. The RFA is created by entering a unique RFA code as per ISO 19650 format. The code is customizable. The RFA code is structured as 0001-XXXX-XX01-RFA-0001-A-P01.01, which breaks down into these components:
o 0001: A unique identifier for the RFA being created
o XXXX: The code representing the organization.
o XX01: Alpha Numeric Code for the current phase of the project.
o RFA: Indicating that it is a RFA
o 0001: The code for the department.
o A: The department revision identifier Viz., A - Architectural, C-Civil, S-Structural, M-Mechanical, P-Plumbing, E-Environmental etc.,
o P01: Revision Number
o 01: A suffix indicating that the issue is currently a work in progress
This format ensures that each issue can be tracked and referenced efficiently throughout its workflow process.
2. In the Title field enter the RFA name
3. Enter the Description information for which the RFA is being created
4. Enter the Start Date for the RFA
5. Enter the Due Date for the RFA
6. Workflow is a mandatory field which needs to be assigned to a RFA for various stages of approval and processes
7. Choose Priority for the RFA
8. Select the Check list
9. Attach relevant supporting documents if necessary
10. Finally click to successfully create an RFA
Click on from the RFA list to view various actions that can be performed on an RFA
o Log: This option lets the user log the hours spent on an RFA. Users can update the Log Date, Total Hours Spent, Actual Hours spent
o Edit: To make any changes to the details in the created RFA, users can use this option to edit the RFA
o RFA Detail: To view the details of a RFA from the RFA list this option can be used.
o Delete: An RFA can be deleted by using this option