Once RFI is enabled for the project (see 2.6.9), you add it to a checklist stage. RFI is set stage by stage — you can have it On for one stage and Off for another in the same checklist. Turn on the stage's RFI toggle, optionally set the RFI approver, then Go Live and assign who raises the RFI.
Go to the Projects tab → select the project.
Open the Checklist tab → open the checklist you want.
Select the stage where you want RFI → Settings tab → turn on the RFI toggle → Save.
- Do this per stage — turn RFI On for the stages that need it and leave it Off for the others.
(Optional) Set the RFI approver:
- Click the RFI stage → Approvers tab → turn on the toggle. - Select the approver — internal, external, or both. - Save.
Click Go Live and assign:
- the Checklist user (who fills the checklist), - the RFI user (who raises the RFI), - the Team to notify about the checklist.
The checklist is now Live with the RFI process.
Yes — RFI is set stage by stage. Turn it On for a particular stage and leave it Off for the others in the same checklist.
Yes — enable RFI for the project before adding it to a checklist stage (see 2.6.9 RFI Introduction and setup for the Project).
Click the RFI stage → Approvers tab → turn on the toggle → select the approver (internal / external / both) → Save.
Yes — turn on the RFI toggle; the approver is optional.
The Checklist user, the RFI user (who raises the RFI), and the Team to notify.
RFI must be enabled for the project first (2.6.9).
RFI is set stage by stage — On for some stages, Off for others.
The approver is optional — internal, external, or both.
On Go Live, assign the checklist user, the RFI user, and the team to notify.
2.6.9 RFI Introduction and setup for the Project
2.6.12 All RFI workflows & related details
2.6.3 How to configure or edit a checklist (multiple stages)?
