Create and route
Understanding the RFI lifecycle
Use an RFI when your project needs a question to remain traceable from the first draft through the accepted answer and final distribution. It keeps the respondents, due date, decisions, and supporting files together.
Use an RFI when your project needs a question to remain traceable from the first draft through the accepted answer and final distribution. It keeps the respondents, due date, decisions, and supporting files together.
Best for: Project managers, design teams, and trade partners · Outcome: Keep question, answers, responsibility, and closeout history together.
Preparing a Draft gives you time to check the question and participants before the active workflow begins. Opening assigns a number, notifies respondents and subscribers, and places the ball in respondents' court. You can accept a response and keep the RFI open for more coordination, or accept it while closing. You can also close without sending an email and still record the distribution.