RFI Workflow

RFI Workflow

Create, manage, distribute and approve RFIs with project controls and activity tracking.

About this course

Learn how to enable your teams in the field to use their mobile devices to efficiently standardize the RFI process. 

You'll learn how to:

  • Set up the RFI workflow for your projects (project admin)
  • Set up RFI workflow roles (project admin) 
  • Create, assign, update, distribute, answer, and close RFIs on web and mobile
  • Report RFI summaries

 

Curriculum

  • Intro to RFIs (0:22)
  • Workflow Diagram
  • Set up
  • Set up your RFI Workflow (1:27)
  • Execution
  • RFI Workflow (2:36)
  • RFI Workflow - Mobile app (3:00)
  • RFI Mobile Tips (1:14)
  • Reporting
  • Export Reports (0:54)
  • Test your Knowledge
  • Knowledge Check
  • Resources

About this course

Learn how to enable your teams in the field to use their mobile devices to efficiently standardize the RFI process. 

You'll learn how to:

  • Set up the RFI workflow for your projects (project admin)
  • Set up RFI workflow roles (project admin) 
  • Create, assign, update, distribute, answer, and close RFIs on web and mobile
  • Report RFI summaries

 

Curriculum

  • Intro to RFIs (0:22)
  • Workflow Diagram
  • Set up
  • Set up your RFI Workflow (1:27)
  • Execution
  • RFI Workflow (2:36)
  • RFI Workflow - Mobile app (3:00)
  • RFI Mobile Tips (1:14)
  • Reporting
  • Export Reports (0:54)
  • Test your Knowledge
  • Knowledge Check
  • Resources