Create a Request for Information

Create a request for information (RFI) to create a document that records project related questions. You can use this screen to create RFIs to send out and to record and respond to RFIs you have received.

If needed, you can select internal users who should review the RFI. Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review a RFI. Once you have created the RFI, you can create a PDF file from an RFI form that you can view, print, or send in an e-mail.
  1. Optional: If you haven't already done so, set up your document management defaults.
    Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
  2. Optional: If you haven't already done so, set up your RFI types.
  3. Optional: If you haven't already done so, set up your document routing distribution groups.
  4. On the Enter Request for Information screen, create a request for information.
  5. Optional: Select the users and/or the document routing distribution group that will review the RFI.
  6. Optional: If needed, contact the reviewers to advise them to review the RFI.
  7. Optional: Periodically view the status of the document routing for the RFI to monitor the review process.
  8. Optional: Once the RFI is approved, manage the RFI and the PDF file as needed.
After you create an RFI, you may want to: