Reviewing an RFI

Status: For Review


Role: RFI Coordinator

As the RFI Coordinator, you are responsible for reviewing the RFI details, adding any missing information, and assigning the relevant Responders.

Available actions
• Add Attachment
• Link to Existing RFI
• Link Document
• Edit
• Assign Coordinators
• Assign Responders
• Add Action
• Close Comment
• Update Forecast Date
• Escalate

Reviewing and assigning an RFI

  1. Open the RFI and review the information provided by the Originator.
  2. If additional information is required, select the relevant option from the Actions menu and update the RFI details.
  3. Once the RFI is ready to progress, select Assign Responders.
  4. Enter the Lead Responder and any supporting Responders required.
  5. Confirm the assignments to progress the RFI to the Submitted stage.
    Once the Responders have been assigned, they can review the RFI and provide their responses.

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