Create and route
Understanding the RFI lifecycle
Use an RFI when the project needs a traceable question, assigned respondents, a due date, an accepted answer, and a distributable record.
Use an RFI when the project needs a traceable question, assigned respondents, a due date, an accepted answer, and a distributable record.
Best for: Project managers, design teams, and trade partners · Outcome: Keep question, answers, responsibility, and closeout history together.
Draft preparation is private compared with the active workflow. Opening assigns a number, notifies respondents and subscribers, and places the ball in respondents' court. Responses can be accepted without closing, or accepted as part of closing. Closing can be performed without sending email while still recording a distribution.