Getting Started with RFIs for Administrators

As a project administrator, there are several key tasks to complete when setting up RFIs:

1. Configure RFI Types
   • Create RFI types to match project needs
   • Set default reviewers for each type
   • Configure workflow preferences
   • Establish numbering conventions
2. Set Up Custom Fields
   • Add project-specific fields as needed
   • Configure default values
   • Determine which fields are required
3. Configure Advanced Settings
   • Set visibility rules for closed RFIs
   • Enable/disable ability to reopen closed RFIs
   • Control official response editing capabilities
   • Configure email notification settings
4. Establish RFI Permissions
   • Assign manager roles to appropriate team members
   • Configure coordinator permissions if using enhanced workflow
   • Set up reviewer access levels