5.1.9 Request for Information

Request for Information (RFI) helps investigator to gather more information from the respondent to investigate on the case. Based on the respondent information, analyst will proceed with further investigation.

Note:

Before taking an action with RFI, make sure that Admin user had created relevant questionnaire and its settings. For configuring RFI, see the Manage RFI Templates section.

Users can take action to Request for Information (RFI) for all the assigned cases.

To search for a specific RFI, enter the keywords in the Search field and select from the list. You can search based on the RFI Status, RFI Type, and Response Mode. You can also sort the column based on Status, Response Mode, ID, Request Date, Due Date, Request Sent to, Type, and Actions.

To take action on the RFI in order to progress through the RFI workflow, follow these steps:

1. In the Case List page, select and click the Case ID. The Case Summary page is displayed.
2. Click Actions drop-down list and select Request for Information. The Request for Information pane is displayed.
3. Click Actions Menu corresponding to the RFI and select any of the following actions:
   • Cancel RFI
   • Acknowledge No Response for RFI
   • Send RFI Reminder
   • Resolve RFI
   • Responses

   Note:

   You can create a new Request for Information using Create New Request for Information.