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Creating a New RFI Issue

Creating RFIs that are linked to an RFI Issue helps you organize your RFI discussions efficiently. You can create an RFI issue from the RFI Issues register or when you are creating a new RFI document.

Your security role must have permission to create RFI Issues. For more information, see "About Security Permissions".

To create an RFI Issue

1. Open the RFI register.
2. Click New to create a new RFI using the default template.

— or —

Click the arrow next to New to select the template to use. For more information, see "About Document Templates".

A blank RFI appears. Some information may already be filled in, depending on the template used.

3. In the Title field, type the title of the RFI Issue.
4. If you are going to perform a workflow action, enter the information required for this action. For more information, see "RFI Issue Workflow Actions" for a list of preconditions for a specific action.
5. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Properties
6. Click Save.

Proliance saves the new RFI Issue. It can now be used and linked to RFIs.

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