How-To Guides

Reg Prentice avatar Jennifer Dudman avatar
45 articles in this collection
Written by Reg Prentice and Jennifer Dudman
RFIs and Submittals

Managing RFIs and submittals: Overview

There are only 4 actions that a design team can take on an RFI or submittal.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Integration with Procore

Link your user account and project, then import RFI and submittal data.
Jennifer Dudman avatar
Written by Jennifer Dudman
Updated over a week ago

Auto-Import of RFIs and Submittals

Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

RFIs and Submittals in Detail

Topics covered: Manually Logging RFIs and Submittals, Forwarding, Manually Logging the Reply to a Forward, and Replying
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Resubmissions

With TonicDM, submittals can have as many resubmissions as you need.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Managing RFI and Submittal Status

Open, Closed, and Awaiting Resubmission
Jennifer Dudman avatar
Written by Jennifer Dudman
Updated over a week ago

Recording past actions

Entering RFI or submittal actions that were made outside of TonicDM
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Distribution of RFIs and Submittals

Using Forwarding, Responsible Person and Notes to track CA items internally and externally.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Responsible Person

TonicDM allows you to track who on your team is assigned to a particular RFI or submittal.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Return Dates

You can track two return dates for RFIs and submittals.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Number Submittals By Spec Section

Working with Procore's submittal numbering
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Sending RFI Responses back to Procore

Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Internal Notes for RFIs and Submittals

Manage your internal workflow, and put notes on your RFI or submittal log.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Counting RFIs by Reason Code

For internal metrics it is useful to categorize RFIs by the reason they were generated, eg: "Answer is in Drawings" or "Coordination Issue".
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

Filing Documents on your Organization's Network

To open documents in your software applications, you'll need to download them from TonicDM.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago

When the GC sends RFIs/submittals directly to the consultant

If the GC sends items directly to a consultant (and CC's the architect), this can cause problems with information tracking.
Reg Prentice avatar
Written by Reg Prentice
Updated over a week ago