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2.5.16 How to bulk-assign RFI users across checklists?

Checklist tab → select multiple checklists → Assign → RFI User: add the same RFI-raising users to many checklists at once. Only current changes are updated.

Overview

From a project's Checklist tab you can select several checklists and add the same RFI Users — the people who raise the RFI (Request For Inspection) — to all of them in one action.

🧭 How to use

  1. Open the project → Checklist tab.

  2. Select multiple checklists (tick the ones you want).

  3. Click Assign → RFI User — a side drawer opens.

  4. Select the users to add as RFI Users.

  5. Apply.

❓ FAQ

What can an RFI User do?

An RFI User can raise the RFI (Request For Inspection) for the selected checklists.

Will this remove the RFI users I already added?

No. A bulk change applies only what you set now — the RFI users already on those checklists stay unchanged.

Is assigning RFI users the same as assigning checklist users?

No — they are separate actions. Use Assign → RFI User for the people who raise the RFI, and Assign → Checklist User for the people who inspect.

Do I set RFI users and approvers together?

No. RFI users are set through Assign → RFI User; approvers are set through Assign → Assign Approver.

💡 Good to know

  • RFI Users 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.

  • Checklist Users and approvers are assigned through their own Assign options.

🔗 Related articles

  • How to bulk-assign checklist users across checklists?

  • How to bulk-assign approvers across checklists?

  • 2.5.26 Setup RFI stage for Project Checklist

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