RFI Manager

1. Purpose and description

Allows users to Manage Requests for Information (RFI's) and link and view them with the
model.

2. System requirements
.NET Framework version: 4.0
Environments: All
Languages: English, Translatable

3. Installation
To install the application:
1. Make sure Tekla Structures is closed
2. Install the 32 or 64bit (x64) installation
3. Open Tekla Structures and you should see a new toolbar icon which will launch
the tool.

4. You can also launch the tool from the Tools>Macros menu.

4. Usage
To use the application:
After the application is loaded press the new icon in order to create a new RFI.
Fill in the information and the different features such as adding images,
attachments, linking objects, and setting the view.
The storing view location isnt as good in Orthogonal views. It is suggested to
save RFI view locations in perspective view only.

Copyright Tekla Corporation

5. Additional information

This is the individual RFI form where the specific RFI information can be stored.

***If you hover over the icons a tooltip will appear. The majority are self explanatory.
Below is a detailed explanation of some of the icons.***

1. Save - Saves the open RFI

2. Copy - Zips up the RFI and stores it on your clip board. You can then paste
anywhere. An example workflow would be to paste it in an email. These zipped
folders can drag and drop straight into the RFI Manager interface.
3. Print - Creates an HTML file of the RFI and opens in your default HTML viewer.
4. Link Objects - Links the selected objects to the RFI.
5. Highlight - Highlights the RFIs associated objects in the model.
6. Save 3d RFI - Save a IFC file of the RFIs associated objects, which can then be
sent to anyone else working on the project to be imported to their model, if
desired.
7. Insert 3d RFI - Inserts the IFC file into the model.
8. Delete 3d RFI - Deletes the inserted 3d RFI
9. Set View - Stores the view for the RFI
10. Zoom to View - Zooms you to the stored view associated with that RFI.

Copyright Tekla Corporation

 This is the main interface to view a summary of every RFI in the project.

***If you hover over the icons a tooltip will appear. The majority are self explanatory.
Below is a detailed explanation of some of the icons.***

1. Change Directory Select the directory where the RFIs are stored. By default
an RFI sub-folder is created in the current project model folder.
2. Refresh Refresh the content in the user interface.
3. New Opens the individual RFI dialog box to create a new RFI.
4. Modify Opens the selected RFIs dialog box for editing.
5. Delete Deletes the selected RFI.
6. Highlight Highlights the objects linked to the selected RFI.
7. RFIs on objects Select objects in the model and click this button to filter the
list for all the RFIs linked to the objects selected in the model. To clear the filter
click on the Refresh button.
8. Filter list Filters the list based off the information entered in the Search function
field
9. Search function Allows user to filter the list based off the text entered in this
field. To clear the filter, removed all text and hit Enter or hit the Refresh button
10. Check for any overdue RFIs Scans all RFIs and compares the RFI due date
with the current Due Date. If the RFI is overdue then the RFI status will
automatically be changed to Overdue.
11. Show Status Colorizes the model based off the selected RFIs to show their
current status. NOTE This also stores the RFI number, status, subject and
date to the UDAs defined in the Options dialog box. Multiple RFIs can be linked
to the same object in the model but only one RFI can be written to the UDAs.
The worst case scenario is used when writing to the UDAs. For example, if 3
RFIs were linked to the same object and one was Overdue, another was Open,
and the last was Closed, the Overdue RFI info would be written to the UDAs. If
there were only 2 RFIs linked to the same object and one was Open and the
other was closed then the Open RFI info would be written to the UDAs.

Copyright Tekla Corporation

 12. Print Prints all selected RFIs to an html file and is opened with the default html
viewer (i.e. Internet Explorer,etc.) Each RFI has a hyperlink that can be clicked
and then in individual RFI will be opened in the same html viewer allowing the
user to view the entire RFI information. This file is stored in the directory defined
by the user.
13. Create Report Exports the selected RFI summaries to a .csv file and it
automatically open in the default viewer (i.e. Microsoft Excel). This file is stored
in the directory defined by the user.
14. Copy Creates a zip file of the selected RFIs and places them on the clipboard.
Then can then be easily pasted into an email or another file location. These zip
files can be dragged and dropped into the main RFI interface for ease of use.
15. Publish to FTP Allows user to publish the selected RFIs to a defined FTP site.
Click on the arrow to the right of the icon to set the FTP settings which would
include the ftp site address, username and password.
16. Options Allows user to define the Logo, RFI Template, and Report Template to
be used when generating reports, etc. Also allows user to define where the RFI
Number, Status, Subject and Date UDAs should be written.
17. Send Email - Click this button to package the selected RFIs and send them as
individual emails to the designated recipients. Click the arrow to the right of the
icon to open the Email Settings Dialog box. Here you can define the SMTP Host
and Port if desired. Also, there is an option the user can check to send
notifications up status change to the designated recipients. This can be checked
on or off. There is also an option to include the zipped up Tekla RFI with the
email as well. These emails will send once the RFI Manager is closed.

Copyright Tekla Corporation