Add Assignees to an RFI as an Assignee on an RFI

As an assignee on an RFI, you may sometimes find that you need additional input from another team member. When that occurs, you can use the steps below to add additional assignees to the RFI.

• Required User Permissions

• Additional Information:

  • There is no limit to the number of assignees that you can add.

  • To learn about who can be designated an assignee on an RFI, see Who can be designated as an assignee on a RFI?

  • Responses from new Assignees will be required if the Assignees Responses are Required by Default setting is enabled for the project (see Configure Advanced Settings: RFIs) or if a user with the appropriate permissions to edit the RFI (see Edit an RFI) marks the Assignees' response as required.

  • You cannot remove yourself as an assignee on an RFI unless you have the appropriate permissions to edit the RFI. See Edit an RFI.

  • To learn the difference between the Add Assignee and Forward for Review functions, see What's the difference between adding an assignee to a RFI and forwarding an RFI for review?

1. Navigate to the Project level RFIs tool.

2. Locate the RFI in the list.

3. Click within the Assignees field to add the assignee.
   Note: There are several ways other ways to open an RFI when you are an assignee. To learn more, see How do I access an RFI as an assignee?

4. A green banner displays to confirm the user or users were successfully added. They are added to the Assignees and Ball In Court fields on the RFI, and emails are sent according to the project's settings. See When does the RFIs tool send email notifications?

• Respond to an RFI