CREATE RFI

     1.  To create an RFI, click “RFI” on the side menu.

     2.  Click on “Create” on the top right-hand corner of your screen on the RFI menu.

     3.  Fill out the necessary details and your request.

     4.  When complete, click “Send” on the top right-hand corner of your screen.

EDIT RFI

     1.  To edit an RFI, click “RFI on the side menu.

     2.  Click on the “Edit” button next to each RFI.

     3.  After making changes, click “Save.”

DELETE RFI

     1.  To delete an RFI, click “RFI” on the side menu.

     2. Then, click on “View” next to the RFI.

     3.  Next, click “Delete” on the top right-hand corner of your screen.

RFI GENERAL SETTING

     1.  To manage your RFI settings, click the gear icon on the top right-hand corner of your screen.

     2.  The first setting is the Default setting which allows you to set up a Default RFI Manager to review all RFIs.

     3.  The next setting is the Email Notification setting which allows you to manage who will receive what RFI-related notifications.

     4.  The final setting is the Template setting which allows you to customize the workflow of RFI templates.

     5.  When complete, click “Save” on the top right-hand corner of your screen.

SETUP DEFAULT RFI MANAGER

     1.  To set up a default RFI manager, select “RFI” on the side menu.

     2.  Click on the gear icon on the top right-hand corner of your screen to manage your RFI settings.

     3.  Select the person you’d like to name as the Default RFI Manager.

     4.  Then, select the Duration (in days) that this person is required to review the RFI.

• • For example, if the duration is set to 3 that means the Default RFI Manager must approve the RFI within 3 days. If they don’t, it will be displayed as overdue.

     5.  When complete, click “Save” on the top right-hand corner of your screen.

RFI EMAIL NOTIFICATION SETTING

     1.  To manage RFI notifications, click “RFI” on the side menu.

     2.  Click on the gear icon on the top right-hand corner of your screen to manage your RFI settings.

     3.  Under the Email Notification setting, select the boxes in the table to match your needs.

     4.  When complete, click “Save.”

SET UP RFI TEMPLATE

     1.  To set up your RFI template settings, click “RFI” on the side menu.

     2.  Click on the gear icon on the top right-hand corner of your screen.

     3.  Click on “Create” on the right-hand corner above the Template setting table.

     4.  Enter the details necessary to your template.

     5.  Under the Workflow section, add steps an RFI would have to pass through              to gain approval.

• • You can add multiple people to the process.

     6.  When complete, click “Save” on the top right-hand corner of your screen.

EDIT RFI TEMPLATE

     1.  To edit an RFI template, click “RFI” on the side menu.

     2.  Click on the gear icon on the top right-hand corner of your screen to manage your RFI settings.

     3.  Scroll down to the Template setting section.

     4.  Click on the “Edit” button next to each template.

     5.  Edit the details you wish.

     6.  When complete, click “Save.”

DELETE RFI TEMPLATE

     1.  To delete an RFI template, enter your project and click “RFI” on the side menu.

     2. Click on the gear icon on the top right-hand corner of your screen to manage your RFI settings.

     3.  Scroll down to the Template setting section.

     4.  To delete a template, click on the trash icon on the right-hand side of each template.

     5.  Confirm the deletion.

     6.  When complete, click “Save.”

CLOSE RFI

     1.  To close an RFI, head to “My Pending Items” under “Principle” on the side menu.

     2.  Click on the item you wish to close.

     3.  The manager can add additional comments or even make mark ups to the file from here.

     4.  When complete, the manager can select “Approved” or “Rejected” to have the final say on whether an RFI shall be closed.

• • Closing an RFI means it has already been answered.