To close and publish an RFI
You will get a notification once the respondent completes the answers and forwards an RFI. Based on the workflow, the RFI is automatically assigned to you.
- Tap the notification to open the RFI.
- Alternatively:
- Open the RFI app
- Select the Project
- Tap 'In progress' tab.
- Tap on the desired RFI to open. RFIs directed to you will be marked with the 'Assigned to me' tag .
- Tap on each question to expand the pane and review the answer.
- Tap the button on the top right.
The next step is to set up access permissions to the RFI. You can select whether the RFI can be made accessible to all project participant companies or only to the persons involved in it.
- Choose the access permission level
- Yes - The RFI can be accessed by project managers from all contractor and architect companies collaborating on the project.
- No - Only the project managers of companies involved in the RFI can view and download the RFI. (Default)
- Tap the button
The status of the RFI changes to 'Completed.' The RFI is moved to the 'Completed' tab in the RFI interface of the project to all participants. See View and download RFIs for more details.
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