RFI Process

Once an RFI is created, you can route it through the RFI process to have it answered and closed.

Viewpoint Team™ uses the following steps in the RFI process.
  1. Send

    A contact on the project, including external partners, can create an RFI and send it to another contact on the project. The RFI can include more than just the question. You can add suggestions, identify the impact areas, upload files, and specify a due date. You can also add other project members when you send the RFI, allowing you to alert everyone who needs to know about the RFI.

  2. Respond

    Once you send the RFI, the contact is alerted and can respond to the RFI. If the contact is not the correct person to respond, the contact can forward the RFI to someone else. When you receive the asnwer, you can respond to alert the contact that you need additional information or clarification. The RFI is passed back to the contact to respond again.

  3. Mark as Answered

    If you are satisifed with the answer, you can mark the RFI as answered, indicating that you consider the RFI answered and can close the RFI. a project editor can also close an RFI at any time.

Note: Project Collaborator roles can only send RFIs to Project Editor roles.

When you open an RFI in Viewpoint Team™, you can see the current status of the RFI process and who is assigned to each step. You can use this ball-in-court view to quickly assess the RFI process.

You can reply to an RFI email notification directly from your email to respond to an RFI, if you are assigned to respond or if you are CC'd on the RFI. If you attach a document to the email, it is attached to the RFI in Viewpoint Team™. You must log in to Viewpoint Team™ to complete all other RFI actions.

Note: When a distribution group is assigned to a work item, any member of that group can take action on the work item to change the ball-in-court for that work item.