Creating an RFI

Status: Draft

Role: Originator

As the Originator, you can create an RFI, add supporting information, link related documents or RFIs, and assign RFI Coordinators.

Available actions
• Add Attachment
• Link to Existing RFI
• Link Document
• Edit
• Assign Coordinators
• Close Comment
• Add Action

Creating an RFI

1. Open the relevant document in the RFI module and select an annotation tool to mark the area relating to the RFI.
2. In the RFI panel, enter the required details.
3. Once all details have been entered, select Submit to create the RFI.
4. Once created, you can edit the RFI, add attachments, or link it to existing RFIs and documents using the available actions.
5. Assign the RFI Coordinators by selecting Actions > Assign Coordinators.
6. Enter the email address of the required Coordinator. You can select and assign multiple users.
   Once the RFI has been created and the Coordinators assigned, it can progress to the For Review stage.