Overview
From a project's Checklist tab you can select several checklists and add the same RFI Initiators — the people who raise the RFI (Request for Inspection) — to all of them in one action.
🧭 How to use
Open the project → Checklist tab.
Select multiple checklists (tick the ones you want).
Click Assign → RFI Initiator — a side drawer opens.
Select the users to add as RFI Initiators.
Apply.
❓ FAQ
What can an RFI Initiator do?
An RFI Initiator can raise the RFI (Request for Inspection) for the selected checklists.
Will this remove the RFI Initiators I already added?
No. A bulk change applies only what you set now — the RFI Initiators already on those checklists stay unchanged.
Is assigning RFI Initiators the same as assigning Checkers?
No — they are separate actions. Use Assign → RFI Initiator for the people who raise the RFI, and Assign → Checker for the people who inspect.
Do I set RFI Initiators and approvers together?
No. RFI Initiators are set through Assign → RFI Initiator; approvers are set through Assign → Assign Approver.
💡 Good to know
RFI Initiators are the people who raise the RFI so an inspection can be reviewed.
The RFI option is only relevant for checklists whose RFI is switched on.
Checkers and approvers are assigned through their own Assign options.
🔗 Related articles
How to bulk-assign Checkers across checklists?
How to bulk-assign approvers across checklists?
2.5.26 Setup RFI stage for Project Checklist