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All collections2 Knowledge2.5 Web Setup, Monitoring, Tracking and Analysis2.5.25 RFI Introduction and setup for the Project

2.5.25 RFI Introduction and setup for the Project

RFI (Request for Inspection) lets the contractor/maker request an inspection from mobile with proof. An admin turns RFI on per project: Settings → RFI → toggle on, set the RFI questions (project-wide, same for every checklist), adjust Witness/Drawings/Re-RFI (Re-RFI on by default), Save, Go Live. Different projects can have different RFI.

Overview

RFI (Request for Inspection) lets the contractor/maker formally request an inspection from the mobile app — with the date, time, location and live photos as proof that work is ready. It solves a common site problem: inspections called too early waste time, and missed inspections cause delays. With RFI the maker signals exactly when work is ready, all requests and results are centralised and trackable, and communication stays clear. Before it can be used, an admin turns RFI on for the project and configures it on the web app.

🧭 How to use — set up RFI for a project

  1. Open the web app → Projects tab → select the project.

  2. Click Settings (top-right) → select RFI.

  3. Turn on the RFI Setup toggle.

  4. Set the RFI points (questions):

- Three standard questions are provided by default. - Use them as is, modify them, or add new ones with + Add. - These RFI questions and details apply to the whole project — they are the same for every checklist and can't be changed checklist-wise. A different project can have a different RFI setup.

  1. Adjust additional settings (Settings tab) — enable/disable Witness, Drawings, and the Re-RFI button.

- Re-RFI is ON by default. - Re-RFI On — if an inspection is Failed or given Redo, the RFI initiator must raise a fresh RFI (Re-RFI) to restart the process. - Re-RFI Off — on a Fail or Redo, the process starts again from the Inspection stage; a fresh RFI is not needed.

  1. Click Save.

  2. Click Go Live to activate RFI for the project.

How RFI works once live (quick view)

  • Raise RFI — the maker/contractor selects the location/component and requests inspection, with details and photos.

  • Track — the request is tracked in real time.

  • Inspect & decide — the quality engineer inspects, then approves or gives Redo with a comment.

(Full flows in "2.6.12 All RFI workflows & related details".)

❓ FAQ

1. What is RFI, and why use it?

Request for Inspection — a digital request the contractor/maker raises when work is ready, with proof (date, time, location, photos). It ensures inspections happen at the right time — not too early, not missed — with clear tracking.

2. How do I turn RFI on for a project?

Projects → select the project → Settings → RFI, turn on RFI Setup, configure it, Save, then Go Live.

What are "RFI points"?

The questions on the RFI form — three standard ones by default; you can modify or add your own.

Can the RFI questions be different for each checklist?

No — the RFI questions and details are set once for the whole project. They're the same across every checklist and can't be changed checklist by checklist. Different projects can have different RFI setups.

What is Re-RFI, and what does On/Off do?

Re-RFI controls what happens after a Fail or Redo. It is ON by default.

  • On — the initiator must raise a fresh RFI to restart the inspection.

  • Off — the process resumes from the Inspection stage; no fresh RFI is needed.

What do the Witness and Drawings settings do?

They let you require a witness and/or a drawing as part of the RFI — enable or disable each as needed.

Who sets up RFI?

The System Admin or Project Admin.

💡 Good to know

  • RFI is enabled per project: Settings → RFI → toggle on → Save → Go Live.

  • Three standard RFI questions by default; modify or add your own.

  • The RFI questions and details are project-wide — the same for every checklist (can't change per checklist); a different project can have a different RFI setup.

  • Optionally require Witness, Drawings, and Re-RFI.

  • Re-RFI is ON by default — On = raise a fresh RFI after a Fail/Redo; Off = resume from the Inspection stage (no fresh RFI).

  • After project setup, add RFI to a checklist stage — see 2.6.10 How to setup RFI stage in a checklist.

🔗 Related articles

  • 2.6.10 How to setup RFI stage in a checklist

  • 2.6.12 All RFI workflows & related details

  • 2.2.7 RFI process and inspection

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