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citrus-cms/resources/views/guide/rfi-dashboard.md
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RFI Dashboard User Guide

What is the RFI Dashboard Module?

The RFI Dashboard module provides a comprehensive overview of all Request for Information (RFI) activities and status. This module displays key metrics, status updates, and performance indicators for RFI management in a centralized dashboard view.

Getting Started

To access RFI Dashboard:

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

Key Features

Primary Functions

  • Overview Display: Display RFI operations overview
  • Status Monitoring: Monitor RFI activity status
  • Performance Tracking: Track RFI performance metrics
  • Quick Access: Quick access to RFI tools and functions

Secondary Functions

  • Metrics Display: Display key RFI performance metrics
  • Alert System: Alert system for RFI issues and deadlines
  • Report Access: Quick access to RFI reports
  • Navigation: Easy navigation to RFI modules

How to Use

Dashboard Navigation

  1. Access RFI Dashboard
  2. Review overview metrics and status
  3. Click on specific metrics for detailed view
  4. Navigate to specific RFI modules
  5. Access reports and analytics

Dashboard Features

  1. Review RFI activity status
  2. Monitor performance metrics
  3. Check alerts and notifications
  4. Access quick actions and tools
  5. Generate dashboard reports

Dashboard Sections

  • Activity Overview: Current RFI activities and status
  • Performance Metrics: Key performance indicators
  • Alerts and Notifications: Important alerts and deadlines
  • Quick Actions: Common RFI actions and tools

Best Practices

Usage Guidelines

  • ✅ Review dashboard regularly for updates
  • ✅ Monitor key metrics and performance indicators
  • ✅ Respond to alerts and notifications promptly
  • ✅ Use dashboard for quick access to RFI functions

Quality Assurance

  • ✅ Verify dashboard data accuracy
  • ✅ Monitor dashboard performance and responsiveness
  • ✅ Regular review of dashboard metrics and trends
  • ✅ Update dashboard configuration as needed

Troubleshooting

Common Issues

  1. Dashboard not loading: Check system status and connectivity
  2. Data not updating: Refresh dashboard or check data sources
  3. Metrics errors: Contact system administrator

Getting Help

  • Contact the RFI department for technical support
  • Consult dashboard configuration and settings
  • Check system status and data sources