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

RFI Kanban User Guide

What is the RFI Kanban Module?

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.

Getting Started

To access RFI Kanban:

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

Key Features

Primary Functions

• Kanban Board: Visual board for RFI workflow management
• Workflow Visualization: Visualize RFI progress through stages
• Status Management: Manage RFI status and movement
• Drag and Drop: Move RFIs between status columns

Secondary Functions

• Column Customization: Customize Kanban columns and stages
• Filtering: Filter RFIs by various criteria
• Search: Search for specific RFIs on the board
• Notifications: Alert system for RFI status changes

How to Use

Using the Kanban Board

1. Access RFI Kanban board
2. View RFIs organized by status columns
3. Drag and drop RFIs between columns
4. Click on RFI cards for detailed view
5. Update RFI status and information
6. Monitor workflow progress

Workflow Management

1. Review RFIs in each status column
2. Move RFIs to appropriate status columns
3. Update RFI information and progress
4. Monitor workflow bottlenecks
5. Generate workflow reports

Kanban Columns

• To Do: New RFIs awaiting processing
• In Progress: RFIs currently being worked on
• Under Review: RFIs under review or approval
• Completed: RFIs that have been resolved

Best Practices

Usage Guidelines

• ✅ Keep Kanban board updated with current status
• ✅ Move RFIs promptly when status changes
• ✅ Monitor workflow bottlenecks and delays
• ✅ Use consistent status definitions

Quality Assurance

• ✅ Verify RFI status accuracy on board
• ✅ Monitor workflow efficiency and effectiveness
• ✅ Regular review of Kanban board organization
• ✅ Update workflow processes as needed

Troubleshooting

Common Issues

1. RFI not moving: Check user permissions and workflow rules
2. Status not updating: Verify status change permissions
3. Board not loading: Check system connectivity and permissions

Getting Help

• Contact the RFI department for technical support
• Consult Kanban board configuration and settings
• Check user permissions and workflow rules