How do I submit a response to a 'Draft' RFI when I am the RFI Manager?

Answer

As an RFI Manager (see What is the RFI Manager role?), you might be responsible for reviewing all of the 'Draft' RFIs that have been created by other users on a project. It may also be your responsibility to ensure that the RFI information is accurate and legible. It may also be your responsiblity to ensure that the RFI is assigned to the appropriate project resources.

On occasion, you may discover that an RFI that has been assigned to another individual should actually be assigned to you. When this occurs, you can change assign the RFI to yourself and then submit a reply. You can also mark your reply as the official response while you are in 'Draft' mode. Once you mark the response official, you can quickly change the status of the RFI to open and then close the RFI. The system will notify all of the users associated with the RFI about your response (i.e., any assignees, the person on the Received From field, and members of the RFIs distribution list).

See Also

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