RFI Workflow

Learn about RFIs and how they move between contractors, managers, and reviewers in the RFI workflow.

A formal request for information (RFI) is used when information is required from other project members. Learn how to control your RFI email notifications.

The standard Workflow is shown in the following image, click the steps to take you to more information about the step.

Learn the RFI workflow in a ten minute video course.

Colors indicate the role/responsibility:

Workflow:

Create RFI Create RFI Create RFI Use RFIs Submit RFI to Reviewers Use RFIs Use RFIs Create Response Create Response Use RFIs Close RFIs Use RFIs

Default Workflow Role Settings

Want to learn more about this topic?

Check out our video tutorials on how create, manage, distribute and approve RFIs with project controls and activity tracking.

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