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Use the Markups List in Bluebeam Revu to turn RFIs into trackable, reportable data without leaving the drawing. Here’s how to stand up a reliable, audit‑ready RFI workflow fast.
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Standardize columns (Markups List > Columns > Manage Columns):
- RFI # (Text)
- Status (Choice: Open, In Review, Answered, Closed)
- Assignee (Choice)
- Discipline (Choice)
- Due Date (Date)
- Priority (Choice)
- Impact $/Days (Number or Formula)
- Build a status model (Manage Status): color‑code Open/In Review/Answered/Closed so progress is instantly visible in the Markups List and on sheets.
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Capture context:
- Use Cloud+ or Callout; set Subject to “RFI – [short description]”.
- Add hyperlinks to the markup (RFI log, specs, detail sheets) for one‑click navigation.
- Use Reply to create a threaded discussion; update Status as answers arrive.
- Filter and focus: Filter the Markups List by Status=Open, Assignee, or Due Date. Sort by Priority to drive daily action.
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Summarize for stakeholders (Summary):
- CSV/Excel for project controls and cost reports.
- PDF Summary with thumbnails and hyperlinks for field teams.
- Leverage Studio Sessions: Track authorship, timestamps, and status changes in real time; restrict edits with permissions for tighter control.
- Standardize and share: Save your columns, statuses, and tool properties to a Profile and shared Tool Set so the whole team works the same way.
Quick workflow
- Place Cloud+ around the issue; Subject = “RFI – Door hardware at A101”.
- Fill RFI #, Assignee, Due Date, Priority, Discipline in the Markups List.
- Hyperlink the markup to the spec section and RFI log entry.
- Use Reply for the Q/A thread; update Status from Open → Answered → Closed.
- Export a filtered CSV/PDF Summary for the weekly coordination meeting.
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