Requests for Information: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for processing a request for information, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
Before you begin processing request for information, you should make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Enable/Disable Features (CS100000) form | Make sure that the Projects, Construction, and Construction Project Management features are enabled. |
| Project Management Preferences (PJ101000) form | Make sure that all necessary settings related to request for information have been specified. |
| Projects (PM301000) form | Make sure that the necessary project has been created. |
| Project Management Classes (PJ201000) form | If additional settings for a request for information (such as quantity days for an answer and attributes) are necessary to be predefined, make sure that the class with the necessary settings has been created. |
| Contacts (CR302000) form | Make sure that the needed contacts have been defined in the system. |