RFI Home
This guide provides step-by-step instructions on how to navigate and use the RFI (Request for Information) feature on the RFI Home platform. It explains how to initiate a new RFI, track your RFIs per project, filter and modify your RFI criteria, and outlines the different menu bar selections and action buttons based on your assigned role. If you want to effectively manage RFIs and understand how to utilize the RFI Home platform, this guide is a valuable resource.
New RFI
1. Click here to initiate a new RFI.
My Ball In Court
2. Click "My Ball In Court Items ". This shows you how many RFIs you have per project.
3. Click "Type"
4. Click the "RFI" field to filter to just RFIs that are in your Ball in Court.
5. You can modify the selected filter criteria any time.
6. The menu bar selection and action buttons will vary depending on your assigned Role within the RFI.
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