5.1.9.1 Create New Request for Information

Create a new 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.

To create a new RFI, follow these steps:

1. In the Request for Information pane, click Create New. The Request for Information Details pane is displayed.
2. From the Questionnaire drop-down list, select the Questionnaire.

   Note:

   Only the questionnaires that are mapped to a RFI workflow are listed in the drop-down menu.
3. Enter unique Name for the RFI.
4. Enter the Recipient Email id.

   Note:

   The Response Mode will be enabled only after entering more than one recipient email id with semicolon (;) to separate the email ids.
5. Select the Response Mode. The options are:
   • Collaborative: Using this option, more than one respondent will be involved to provide the requested information and respondent(s) can view response provided by other respondent.
   • Independent: Using this option, more than one respondent will be involved to provide the requested information but one respondent cannot view the others response.
6. From the Select Email Template drop-down list, select the Template.
7. Click Respond By and select the date by which the analyst (sender) expect the response.
8. Click Next. The Request for Information Preview pane is displayed.

   Note:

   If you want to remove question(s) which was loaded from the Questionnaire, select question(s) and click Remove Checked Questions.
9. Click Next. The new RFI is created and displayed in the Request for Information page.
   By default it is in RFI Response Pending Status.

   Note:

   To receive multiple RFI responses, ensure that you have a RFI Response Received status mapped in the relevant workflow.

   Note:

   You also receive an email with Case ID and RFI link. Click RFI link and log in with your credentials. Answer the question(s) displayed on the This Request for Information Details page and click Submit. The Submit button is displayed only when RFI is not in closed status type(Close Positive and Close Negative).