Integrated BIM tools, including Revit, AutoCAD, and Civil 3D
Professional CAD/CAM tools built on Inventor and AutoCAD
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:01
DEEPAK MAINI: RFIs are an integral part
00:04
of any construction process.
00:06
Although by using the BIM or digital engineering technology,
00:09
we have reduced the number of RFIs generated on a project.
00:13
However, it's still an integral part of the project.
00:16
Welcome to the first objective of this course.
00:18
In this objective, we are going to learn
00:20
how we can create RFIs on site using the BIM 360 mobile app.
00:24
My name is Deepak Maini.
00:27
Now, before I jump onto my BIM 360 mobile app,
00:30
I want to make sure that we understand that generating
00:33
RFI is a part of Project Management service, which,
00:37
again, is a part of BIM
00:41
And once you have activated the Project Management service,
00:44
you can then activate the RFI workflows.
00:47
Let me show you this on my browser window.
00:50
All right, so as you can see, I'm logged in as project admin.
00:53
And on the services page, you can
00:54
see that I've activated the project management
00:56
service on this project.
00:58
And again, project management is a part of BIM 360
01:01
billed subscription.
01:03
When I click on Project Management on the left browser,
01:07
you can see here that I've activated an RFI workflow.
01:10
In this workflow, there's a creator who creates the RFI.
01:14
And I've given everybody access to creating RFIs.
01:17
Now, once the RFI is created, it goes
01:19
to the manager, then reviewer, and then back
01:21
to the creator via manager.
01:23
If I click on view extended workflow,
01:27
so this is how the RFI process on this project will work.
01:31
Let me now jump onto my BIM 360 mobile app,
01:34
and show you the process of creating RFIs.
01:38
OK, if this user taps on the RFI option on the bottom toolbar,
01:44
they can see that they've got a couple of RFIs.
01:46
One's already closed, and one is open.
01:49
Now, this user has gone on site to install
01:52
some mechanical equipment, and they've got some problem
01:55
with that installation.
01:56
So they'll go into the mechanical model,
01:60
and now the problem that they've got
02:02
is the installation of this mechanical equipment.
02:05
And for that, they can generate an RFI.
02:07
I'll tap on RFI on the bottom toolbar,
02:10
and now it says place a new RFI.
02:12
I'll tap on this equipment here.
02:15
And now, they are saying new RFI created.
02:17
Under status, because I'm a creator,
02:19
I can only leave it as draft.
02:21
So only myself and the project admin can view it.
02:24
Or I can have it as I submitted RFI.
02:26
I'll have it as submitted RFI in this case.
02:29
I'll add a title here.
02:31
Servicing area details missing.
02:34
And a question.
02:35
I can add the question that I want an answer to.
02:39
How much servicing area is required as a minimum?
02:43
And because I'm an experienced installer,
02:46
I can also suggest an answer here.
02:48
So let's say two feet minimum.
02:51
I can now tap on assign to, and I
02:55
can see here that the only person I can assign to
02:58
is the manager.
02:60
I'll tap on their name.
03:02
I can add the location details here.
03:04
So this is on level two.
03:06
Due date.
03:07
I would prefer an answer today, but I can go and tap
03:10
on any other due date.
03:12
I can then go and say co-reviewer or distribution
03:15
list if I want somebody else to review.
03:17
But in this case, I'm only going to submit it to the manager.
03:19
Also, if I want, I can tap on the camera button,
03:22
and I can take a photograph and assign it to the RFI.
03:26
In this case, I'm going to take a photograph
03:28
of a beautiful Sydney afternoon, and I'm
03:31
going to attach it to the RFI.
03:34
With this, I'm going to tap on create.
03:37
The RFI is created, and the manager straightaway
03:40
gets a notification that there's an RFI for them to look at.
03:43
So if I jump onto the browser window now,
03:47
I'm logged into the project management module.
03:50
And I'm in the RFIs tab, I can see that I've
03:53
got a submitted RFI here.
03:55
I'll click on the submitted RFI.
03:58
I can now see all the details.
03:59
I can look at the attachment and see the photograph as well.
04:03
So if I'm happy that this is a proper RFI that we
04:06
need an answer to, I can now click on submit to reviewer.
04:10
Alternatively, I can also close this
04:13
saying that, no, we don't need any other information
04:15
about that.
04:16
But in this case, I'm going to click on submit to a reviewer.
04:20
I can add an RFI number here so PM102 in this case.
04:24
The reviewer that it will be submitted to is this user here.
04:27
And if you want, you can add a co-reviewer as well.
04:30
We need an answer to this by this date here.
04:33
And if I want, I can add a distribution list.
04:35
In the distribution list, we can see all the members
04:38
on this project.
04:39
I don't want a distribution list.
04:41
I'm going to click on submit.
04:42
As soon as I click on submit, now
04:45
the reviewer gets a notification straight away
04:48
that there's an RFI that they need to look at.
04:50
Now, in this case, I am the reviewer as well.
04:53
So I can simply click on this RFI here.
04:57
And then I can provide the missing information.
04:60
In this case, I'm going to go into the attachments tab,
05:03
and I'm going to click on the browse option here.
05:05
Upload from my computer.
05:06
And I'll upload the spec sheet which
05:08
has got all the details about the servicing area.
05:12
Now that the file is attached, I can
05:15
submit an official response.
05:17
Spec sheet attached.
05:20
And submit.
05:21
As soon as I click submit, the status of this RFI
05:25
will change from open to answered.
05:28
You can see the change here.
05:31
And because, again, I'm the manager,
05:32
it is returned back to me.
05:34
When I click on the answered RFI,
05:37
I can now look at the official response.
05:41
I can see, yep, the attached file has got all the details.
05:44
I can now close this RFI and distribute
05:47
so the person who created the RFI is notified straight away.
05:52
Alternatively, if I don't have all the information,
05:55
I can actually return it to the reviewer.
05:58
In this case, I'm going to close and distribute
05:60
because I'm happy with the information provided.
06:02
All the info is attached.
06:04
I can now click on close RFI.
06:07
As soon as I do that, now this RFI is closed.
06:10
And the user who created the RFI straight
06:12
away gets the notification.
06:14
Let me now jump onto the BIM 360 mobile app
06:17
to see what happens there.
06:19
So this is my iPad now.
06:20
If I tap on RFIs down the bottom,
06:23
it's currently showing me my RFI as submitted.
06:26
I'm going to drag this area down to refresh it,
06:30
and I can now see that my RFI is set to closed.
06:33
I can tap on this closed RFI.
06:35
I can tap on activity to look at the official response.
06:41
So I can see here that all the information is attached.
06:45
And I can tap on this PDF file to look
06:47
at the attached information.
06:49
I can now go through this information
06:51
to find out pretty much whatever I needed for my installation.
06:56
So that's where all this missing information is.
06:58
I've got all the information here,
06:60
and I can continue with my installation.
07:03
So this is how we create our files on site using the BIM 360
07:07
mobile app.
07:08
It goes through the entire RFI workflow, which in our case,
07:12
was that all the users were allowed to create RFIs.
07:15
They then go to the manager.
07:17
Managers then open the RFI and send to the reviewers.
07:20
Reviewers then answered the RFIs and then returned
07:23
to the managers.
07:24
And the managers, if they're happy with the answer,
07:27
they can then close the RFI.
07:29
So that's the process we went through in this case.
07:31
I hope you enjoyed it.
07:32
I'll see you in the next objective.
07:34
Cheers.
Video transcript
00:01
DEEPAK MAINI: RFIs are an integral part
00:04
of any construction process.
00:06
Although by using the BIM or digital engineering technology,
00:09
we have reduced the number of RFIs generated on a project.
00:13
However, it's still an integral part of the project.
00:16
Welcome to the first objective of this course.
00:18
In this objective, we are going to learn
00:20
how we can create RFIs on site using the BIM 360 mobile app.
00:24
My name is Deepak Maini.
00:27
Now, before I jump onto my BIM 360 mobile app,
00:30
I want to make sure that we understand that generating
00:33
RFI is a part of Project Management service, which,
00:37
again, is a part of BIM
00:41
And once you have activated the Project Management service,
00:44
you can then activate the RFI workflows.
00:47
Let me show you this on my browser window.
00:50
All right, so as you can see, I'm logged in as project admin.
00:53
And on the services page, you can
00:54
see that I've activated the project management
00:56
service on this project.
00:58
And again, project management is a part of BIM 360
01:01
billed subscription.
01:03
When I click on Project Management on the left browser,
01:07
you can see here that I've activated an RFI workflow.
01:10
In this workflow, there's a creator who creates the RFI.
01:14
And I've given everybody access to creating RFIs.
01:17
Now, once the RFI is created, it goes
01:19
to the manager, then reviewer, and then back
01:21
to the creator via manager.
01:23
If I click on view extended workflow,
01:27
so this is how the RFI process on this project will work.
01:31
Let me now jump onto my BIM 360 mobile app,
01:34
and show you the process of creating RFIs.
01:38
OK, if this user taps on the RFI option on the bottom toolbar,
01:44
they can see that they've got a couple of RFIs.
01:46
One's already closed, and one is open.
01:49
Now, this user has gone on site to install
01:52
some mechanical equipment, and they've got some problem
01:55
with that installation.
01:56
So they'll go into the mechanical model,
01:60
and now the problem that they've got
02:02
is the installation of this mechanical equipment.
02:05
And for that, they can generate an RFI.
02:07
I'll tap on RFI on the bottom toolbar,
02:10
and now it says place a new RFI.
02:12
I'll tap on this equipment here.
02:15
And now, they are saying new RFI created.
02:17
Under status, because I'm a creator,
02:19
I can only leave it as draft.
02:21
So only myself and the project admin can view it.
02:24
Or I can have it as I submitted RFI.
02:26
I'll have it as submitted RFI in this case.
02:29
I'll add a title here.
02:31
Servicing area details missing.
02:34
And a question.
02:35
I can add the question that I want an answer to.
02:39
How much servicing area is required as a minimum?
02:43
And because I'm an experienced installer,
02:46
I can also suggest an answer here.
02:48
So let's say two feet minimum.
02:51
I can now tap on assign to, and I
02:55
can see here that the only person I can assign to
02:58
is the manager.
02:60
I'll tap on their name.
03:02
I can add the location details here.
03:04
So this is on level two.
03:06
Due date.
03:07
I would prefer an answer today, but I can go and tap
03:10
on any other due date.
03:12
I can then go and say co-reviewer or distribution
03:15
list if I want somebody else to review.
03:17
But in this case, I'm only going to submit it to the manager.
03:19
Also, if I want, I can tap on the camera button,
03:22
and I can take a photograph and assign it to the RFI.
03:26
In this case, I'm going to take a photograph
03:28
of a beautiful Sydney afternoon, and I'm
03:31
going to attach it to the RFI.
03:34
With this, I'm going to tap on create.
03:37
The RFI is created, and the manager straightaway
03:40
gets a notification that there's an RFI for them to look at.
03:43
So if I jump onto the browser window now,
03:47
I'm logged into the project management module.
03:50
And I'm in the RFIs tab, I can see that I've
03:53
got a submitted RFI here.
03:55
I'll click on the submitted RFI.
03:58
I can now see all the details.
03:59
I can look at the attachment and see the photograph as well.
04:03
So if I'm happy that this is a proper RFI that we
04:06
need an answer to, I can now click on submit to reviewer.
04:10
Alternatively, I can also close this
04:13
saying that, no, we don't need any other information
04:15
about that.
04:16
But in this case, I'm going to click on submit to a reviewer.
04:20
I can add an RFI number here so PM102 in this case.
04:24
The reviewer that it will be submitted to is this user here.
04:27
And if you want, you can add a co-reviewer as well.
04:30
We need an answer to this by this date here.
04:33
And if I want, I can add a distribution list.
04:35
In the distribution list, we can see all the members
04:38
on this project.
04:39
I don't want a distribution list.
04:41
I'm going to click on submit.
04:42
As soon as I click on submit, now
04:45
the reviewer gets a notification straight away
04:48
that there's an RFI that they need to look at.
04:50
Now, in this case, I am the reviewer as well.
04:53
So I can simply click on this RFI here.
04:57
And then I can provide the missing information.
04:60
In this case, I'm going to go into the attachments tab,
05:03
and I'm going to click on the browse option here.
05:05
Upload from my computer.
05:06
And I'll upload the spec sheet which
05:08
has got all the details about the servicing area.
05:12
Now that the file is attached, I can
05:15
submit an official response.
05:17
Spec sheet attached.
05:20
And submit.
05:21
As soon as I click submit, the status of this RFI
05:25
will change from open to answered.
05:28
You can see the change here.
05:31
And because, again, I'm the manager,
05:32
it is returned back to me.
05:34
When I click on the answered RFI,
05:37
I can now look at the official response.
05:41
I can see, yep, the attached file has got all the details.
05:44
I can now close this RFI and distribute
05:47
so the person who created the RFI is notified straight away.
05:52
Alternatively, if I don't have all the information,
05:55
I can actually return it to the reviewer.
05:58
In this case, I'm going to close and distribute
05:60
because I'm happy with the information provided.
06:02
All the info is attached.
06:04
I can now click on close RFI.
06:07
As soon as I do that, now this RFI is closed.
06:10
And the user who created the RFI straight
06:12
away gets the notification.
06:14
Let me now jump onto the BIM 360 mobile app
06:17
to see what happens there.
06:19
So this is my iPad now.
06:20
If I tap on RFIs down the bottom,
06:23
it's currently showing me my RFI as submitted.
06:26
I'm going to drag this area down to refresh it,
06:30
and I can now see that my RFI is set to closed.
06:33
I can tap on this closed RFI.
06:35
I can tap on activity to look at the official response.
06:41
So I can see here that all the information is attached.
06:45
And I can tap on this PDF file to look
06:47
at the attached information.
06:49
I can now go through this information
06:51
to find out pretty much whatever I needed for my installation.
06:56
So that's where all this missing information is.
06:58
I've got all the information here,
06:60
and I can continue with my installation.
07:03
So this is how we create our files on site using the BIM 360
07:07
mobile app.
07:08
It goes through the entire RFI workflow, which in our case,
07:12
was that all the users were allowed to create RFIs.
07:15
They then go to the manager.
07:17
Managers then open the RFI and send to the reviewers.
07:20
Reviewers then answered the RFIs and then returned
07:23
to the managers.
07:24
And the managers, if they're happy with the answer,
07:27
they can then close the RFI.
07:29
So that's the process we went through in this case.
07:31
I hope you enjoyed it.
07:32
I'll see you in the next objective.
07:34
Cheers.
Creating RFIs Onsite using the BIM 360 Mobile App – Practice Exercise
It is assumed that the admin tasks such as activating the Project Management service and creating the RFI workflow are already completed.
Task 1: Reviewing the RFI panel on the BIM 360 Mobile App
1. From the bottom toolbar on the BIM 360 mobile app, tap on RFIs; the RFIs panel is displayed with all the existing RFIs that are associated with the current user, as shown in the following image:
2. Tap on any of the open RFIs; it is opened in its own window, as shown in the following figure:
3. Review the RFI.
Task 2: Creating a New RFI
1. From the bottom toolbar on the BIM 360 mobile app, tap on Documents; various folders are displayed.
2. From the Project Files > MEP folder, open the MEP Revit model.
3. Activate the 3D Mechanical view.
4. Navigate to the area shown in the following figure:
5. From the bottom toolbar, tap on RFI; you are prompted to place a new rfi.
6. Tap on the equipment shown in the following figure to create a new RFI; the New RFI window is displayed.
7. Enter the details in this window, as shown in the video. The following figure shows this window with the details added.
8. Tap on the camera button at the bottom of the New RFI window and take a photo.
9. Attach the photo to the RFI.
10. Tap Create on the top right of the New RFI window to create the new RFI.
Task 3: Submitting the RFI from the Web Browser Window
1. In the Chrome window, log on to the BIM 360 project.
2. Activate the Project Management module and notice the submitted RFI, as shown in the following figure:
3. Click on the Submitted RFI; it is opened in a separate window.
4. Click on the ACTIVITY tab and notice the activities related to this RFI.
5. From the Waiting for submission area at the top of the window, click on Submit to Reviewer, as shown below; the #Unspecified window is displayed.
6. Enter the RFI number and then click on Submit; the RFI status is set to Open and is submitted to the reviewer.
Task 4: Replying to the Open RFI from the Web Browser Window
1. In the Project Management environment, click on the open RFI.
2. Activate the ATTACHMENTS tab.
3. Attach a PDF file from your machine to the RFI.
4. From the Open area on the top of the window, click Submit official response, as shown in the following figure.
5. In the Official Response box, add details about the attached PDF file.
6. Click Submit; the status of the RFI is changed to ANSWERED, as shown in the following figure:
Task 5: Closing the Answered RFI from the Web Browser Window
1. In theProject Managementenvironment, click on the answered RFI.
2. Activate theACTIVITYtab.
3. Review the activities of the RFI and notice the attachments.
4. From theAnsweredarea on the top of the window, click Close and distribute, as shown in the following figure.
5. In the Add comment box, enter the comment about the answer being in the attached PDF file.
6. Click Close RFI; the status of the RFI is set to CLOSED.
Task 6: Reviewing the Closed RFI on the BIM 360 Mobile App
1. From the bottom toolbar on the BIM 360 Mobile app, tap on RFIs.
2. Drag the RFIs panel down to refresh it; the status of the recent RFI is shown as CLOSED; as shown below:
3. Tap on the closed RFI and review its information in the Activity tab, as shown in the following figure:
4. Similarly, create additional RFIs and go through the process of opening, responding, and closing those RFIs.
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