Create or Log an SI (Beta)

2 minutes
1 month ago

Project admins, creators, and editors can create a SI if they originate them, or log a receive SI if it was sent to them.

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under Project menu, select Change management.
  3. Click Create change item at the top-right corner of the page.
  4. From the dialog box that opens, select Supplemental instructions (SI) and complete the information as needed. Required fields are indicated by an asterisk (*).
    Field Description
    Log a received SI Mark the checkbox if the SI was sent to you. You will need to complete the following:
    • From*
    • Received via*
    • Received date*
    • Sender number*
    Subject* Enter the subject of the SI.
    Number Enter the identification number of the SI. By default, the number starts with SI but you can modify it.
    Due date The date by which the contact who received the SI needs to complete it.
    To* Select the project team member(s) that will be responsible for responding to the SI. By default, it is assigned to you.
    Description Enter a description for the SI.
    Reason Select one or more reasons for the SI.
    • Owner’s request
    • RFIs
    • Recognition of error /omission
    • Submittals
    • Reviewing agency request
    • Request for substitution
    • Changed conditions
    • Improved information
    • Field condition
    • Design document change
    Disciplines Select one or more disciplines from the drop-down list. The disciplines in this list come from the Project settings page.
    Keywords Enter the keyword you want to add, then click Enter or select the matching keyword, if it exists.
  5. To include any additional files with the SI, click Browse or drag and drop the desired files.
  6. Click Create or Log. An email notification will be sent to the users in the To field.