citrus-cms/resources/views/guide/rfi-creator.md

RFI Creator User Guide

What is the RFI Creator Module?

The RFI Creator module allows users to create and manage Request for Information (RFI) documents. This module helps document information requests, track RFI responses, and ensure proper communication between project stakeholders.

Getting Started

To access RFI Creator:

1. Login to the system
2. Click on RFI in the main menu
3. Select RFI Creator from the submenu

Key Features

Primary Functions

• RFI Creation: Create and manage RFI documents
• Documentation: Maintain RFI documentation and records
• Response Tracking: Track RFI responses and follow-up
• Approval Workflow: Manage RFI approval and distribution

Secondary Functions

• Template Management: Use pre-built RFI templates
• Communication: Manage RFI communication and notifications
• Report Generation: Generate RFI reports and analytics
• Status Tracking: Track RFI status and progress

How to Use

Creating RFIs

1. Click "Create New RFI" button
2. Select RFI category and type
3. Enter RFI details and questions
4. Set priority and due dates
5. Assign responsible personnel
6. Submit for approval
7. Track RFI status

RFI Management

1. Review RFI details and requirements
2. Process RFI approval workflow
3. Distribute RFI to relevant parties
4. Track responses and follow-up
5. Close RFI when resolved

RFI Categories

• Technical RFIs: Technical questions and clarifications
• Design RFIs: Design-related questions and changes
• Material RFIs: Material and specification questions
• Procedure RFIs: Procedure and process questions

Best Practices

Usage Guidelines

• ✅ Write clear and specific RFI questions
• ✅ Set appropriate priorities and due dates
• ✅ Follow RFI approval workflow
• ✅ Track responses and follow-up

Quality Assurance

• ✅ Verify RFI accuracy and completeness
• ✅ Ensure proper approval and distribution
• ✅ Monitor RFI response and resolution
• ✅ Regular review of RFI management process

Troubleshooting

Common Issues

1. RFI not saving: Check all required fields are completed
2. Approval workflow stuck: Contact RFI administrator
3. Response delays: Follow up with responsible parties

Getting Help

• Contact the RFI department for technical support
• Consult RFI procedures and templates
• Check RFI status and approval workflow