Overview
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.
🧭 How to use
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.
❓ FAQ
1. Where do I add RFI to a checklist?
Projects → the project → Checklist tab → open the checklist → select the stage → Settings → turn on the RFI toggle → Save.
Can I have RFI on some stages but not others?
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.
Do I need to set up RFI for the project first?
Yes — enable RFI for the project before adding it to a checklist stage (see 2.6.9 RFI Introduction and setup for the Project).
How do I add an approver to the RFI?
Click the RFI stage → Approvers tab → turn on the toggle → select the approver (internal / external / both) → Save.
Can a stage have RFI without an approver?
Yes — turn on the RFI toggle; the approver is optional.
Who do I assign when going live?
The Checklist user, the RFI user (who raises the RFI), and the Team to notify.
💡 Good to know
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.
🔗 Related articles
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)?