Ümit Tunç
76 lines
2.4 KiB
Markdown
76 lines
2.4 KiB
Markdown
# RFI Kanban User Guide
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## What is the RFI Kanban Module?
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The RFI Kanban module provides a visual Kanban board interface for managing Request for Information (RFI) workflows. This module helps visualize RFI progress, manage workflow stages, and track RFI movement through different status columns.
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## Getting Started
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To access RFI Kanban:
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1. Login to the system
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2. Click on **RFI** in the main menu
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3. Select **RFI Kanban** from the submenu
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## Key Features
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### Primary Functions
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- **Kanban Board**: Visual board for RFI workflow management
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- **Workflow Visualization**: Visualize RFI progress through stages
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- **Status Management**: Manage RFI status and movement
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- **Drag and Drop**: Move RFIs between status columns
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### Secondary Functions
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- **Column Customization**: Customize Kanban columns and stages
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- **Filtering**: Filter RFIs by various criteria
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- **Search**: Search for specific RFIs on the board
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- **Notifications**: Alert system for RFI status changes
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## How to Use
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### Using the Kanban Board
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1. Access RFI Kanban board
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2. View RFIs organized by status columns
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3. Drag and drop RFIs between columns
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4. Click on RFI cards for detailed view
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5. Update RFI status and information
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6. Monitor workflow progress
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### Workflow Management
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1. Review RFIs in each status column
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2. Move RFIs to appropriate status columns
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3. Update RFI information and progress
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4. Monitor workflow bottlenecks
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5. Generate workflow reports
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### Kanban Columns
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- **To Do**: New RFIs awaiting processing
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- **In Progress**: RFIs currently being worked on
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- **Under Review**: RFIs under review or approval
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- **Completed**: RFIs that have been resolved
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## Best Practices
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### Usage Guidelines
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- ✅ Keep Kanban board updated with current status
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- ✅ Move RFIs promptly when status changes
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- ✅ Monitor workflow bottlenecks and delays
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- ✅ Use consistent status definitions
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### Quality Assurance
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- ✅ Verify RFI status accuracy on board
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- ✅ Monitor workflow efficiency and effectiveness
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- ✅ Regular review of Kanban board organization
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- ✅ Update workflow processes as needed
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## Troubleshooting
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### Common Issues
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1. **RFI not moving**: Check user permissions and workflow rules
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2. **Status not updating**: Verify status change permissions
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3. **Board not loading**: Check system connectivity and permissions
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### Getting Help
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- Contact the RFI department for technical support
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- Consult Kanban board configuration and settings
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- Check user permissions and workflow rules
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