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Edit an RFI

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Objective

The edit an existing Request for Information (RFI). 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the RFIs tool. 
  • Mobile:
    • Supported on iOS and Android devices.

Steps

  1. Navigate to the project's RFIs tool.
    This reveals the Open RFIs page. 
  2. Locate the desired RFI.
    Notes:
    • To search for or filter the list to locate a specific RFI, see Search for and Filter RFIs
    • You can only edit RFIs in the 'Draft', 'Open', or 'Closed' status. You cannot edit RFIs that have been sent to the Recycle Bin. 
  3. Click Edit. (Note: If you click View, you can later click Edit in the page that appears.)
  4. Modify the fields as desired. For information about each field, see Create an RFI.
    • The following fields cannot be edited:
      • Subject. You can only edit this field when the RFI is in draft mode. (See What is a draft RFI?)
      • Status. You can only edit the status when the RFI is in 'Draft' status.
      • Initiated By. Automatically records the name of the RFI creator. This value cannot be changed.
      • Date Initiated. Automatically records the date on which the RFI was placed into the 'Open' status. When an RFI is in 'Draft' status, this field remains blank. 
      • Overdue Notification. If a checkmark appears in this field, a user with 'Admin' level permissions has enabled the overdue notifications feature in the Configure RFI Settings page. 
      • Question. You can only modify the question when the RFI is in the 'Draft' status. The question cannot be modified when an RFI is in the 'Open' or 'Closed' status. 
  5. Click Update.

See Also

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Last modified
12:15, 27 Jan 2017

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