RFI Process

Purpose

Raise a formal question and track it through to a recorded response and closure.

Role required

Super Admin or Admin.

Steps

1. Create the RFI — subject, question, priority, raised date, and response-required-by date.
2. Wait for or chase a response ahead of the due date, using the Calendar to track it.
3. Record the response.
4. Close the RFI once resolved.

Expected result

The RFI moves Open → Responded → Closed, with the response text recorded against it.

Linked modules

• RFIs
• Calendar
• Meetings — RFIs are often discussed in progress meetings

Common mistakes

• Letting an RFI sit past its response-required-by date without following up — check the Calendar's Overdue filter regularly.

What to do next

Check whether the RFI's answer affects the Programme or requires a Variation.