Creating RFI

  1. Go to your project and ensure that you are in User Mode.
  2. Expand the RFI Manager node.
  3. Click Requests for Information.
  4. From the BP log page, click Create.From Request for Information tab, in the Title field (Required), enter a name for the record.

    Note: You must enter a value in all required fields (*) before you can save the form.

  5. Complete the form accordingly.
  6. When finished, from Workflow Actions list select Submit.
  7. Click Send. The names of the recipients appear in the To field automatically.



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Last Published Tuesday, March 2, 2021