RFIs / 15

Distribute the RFI: who observes and who reviews

Distribution defines who follows the RFI and who can review and respond.

2 minutes
Product screenshot: Distribute the RFI: who observes and who reviews
Step by step

How to complete distribution

  1. 01

    Find the section

    In the RFI detail, sidebar, Distribution. The number of people shows on the right.

    Step 1: Find the section
  2. 02

    Pick the person

    In the first selector choose the project member.

    Step 2: Pick the person
  3. 03

    Pick the role

    Observes: receives follow-up. Reviews: can review and respond.

    Step 3: Pick the role
  4. 04

    Add

    Click Add. The person joins the list with their role.

    Step 4: Add
  5. 05

    Change the role or remove

    Each row has its role selector and a bin to remove it from the distribution (asks for confirmation).

    Step 5: Change the role or remove

What you'll learn

  • How distribute the rfi: who observes and who reviews works inside Perfour.

  • What information you need and how it stays connected to RFIs.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Why don't I see the controls?+

Only people allowed to manage the distribution see them; everyone else sees a read-only list.

Does the Ball in Court appear in the distribution?+

Yes, they are added automatically with the Observes role.