Edit workflow of an RFI

In the course of the workflow of an RFI, the RFI workflow manager of the general contractor involved in it can edit the settings of the pending steps in the currently assigned workflow at ay stage.

• You cannot edit the steps that the RFI has already passed.  
• You cannot add or remove the steps in the current workflow 
• You cannot change the company type assigned to each step in the current workflow, but you can replace the currently assigned company with another of the same type. For example, if the company type specified in a step is 'Subcontractor,' you can change the company from Subcontractor Company A to Subcontractor Company B in the 'Company Name' column. 
• You can change the number of days allotted for the step as per the primary workflow.

To edit the workflow

• Open the project
• Click 'RFI' on the top, then 'Boards' on the left
• Open the RFI in question
• Click the 'Workflow' tab
• Click 'Edit Workflow'

• Click inside the 'Company Name' column of any of the pending steps and choose the company from the drop-down
• Double-click inside the 'Process Days' cell of the respective row and change the value

• Click 'Save' for your changes to take effect

The assigned companies and the due dates are adjusted automatically.