Inbound RFI (Request for Information)

An inbound RFI is used to maintain a request for information which has been received from one of the parties of the contract.  Each inbound RFI which is created has an automatically generated number, and also a provision which allows you to specify the reference number of the RFI as provided by the party who issued it.

Where is it? Contracts > Requests for Information tab

Tips:

Create a new inbound RFI

ClosedComplete the following steps
  1. Select New .
  2. Select Inbound.
  3. Specify the date the RFI was received.
  4. Select the From company.
  5. Specify the date a response is required by.
  6. Enter the sender’s reference number.
  7. Fill in the subject of the RFI.
  8. Enter the contents of the RFI in the Body (optional).
  9. Save and Close.

Responding to an inbound RFI

Inbound RFI’s can be responded to using an outbound RFI or a Contract Instruction.

ClosedRespond with an outbound RFI
  1. Select the RFI you wish to respond to.
  2. Click Respond to RFI with and Outbound RFI.
  3. Fill in the Outbound RFI form.
  4. Save.
  5. Mark the RFI as issued.
  6. Click YES to confirm.
  7. Select YES or NO to mark the inbound RFI as responded.
  8. Save and Close.
ClosedRespond with a contract instruction
  1. Select the RFI you wish to respond to.
  2. Click Respond to RFI with a Contract Instruction.
  3. Fill in the Contract Instruction form.
  4. Save.
  5. Mark instruction as issued.
  6. Click YES to confirm.
  7. Select YES or NO to mark the inbound RFI as responded.
  8. Save and Close.

View the responses for an inbound RFI

  1. Select the inbound RFI you wish to view.
  2. Click .

Inbound RFI status

ClosedPending Response

This is the default status assigned to an inbound RFI when it is first created.

ClosedResponded

This status is assigned to an inbound RFI once it has been responded to either through an outbound RFI or a contract instruction.

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