RFIs / 19

Search and filter the RFI list

Search by number or title, filter by status, priority, responsible and dates, and quickly spot overdue RFIs or the ones waiting for you.

3 minutes
Product screenshot: Search and filter the RFI list
Step by step

How to complete rfi list

  1. 01

    Search

    The Number or title box, top right, filters as you type.

    Step 1: Search
  2. 02

    Open the filters

    Filters opens the Filter RFIs panel: Status (Open, Pending, Closed, Void…), Priority, Responsible and the From / To range. The button shows how many filters are active.

    Step 2: Open the filters
  3. 03

    Clear

    With a filter active, the panel shows Clear: it resets the search and filters.

    Step 3: Clear
  4. 04

    Read the list

    Columns: Number, Title, Ball in court (says You when it is your turn), Priority, Status, Due date and Days.

    Step 4: Read the list
  5. 05

    Spot overdue items

    Days turn amber when 3 or fewer remain and red once the date has passed. Overdue RFIs carry the Overdue tag. Closed or voided RFIs are never marked overdue.

    Step 5: Spot overdue items
  6. 06

    Open an RFI

    Click the row or use the row's ⋯ menu → Open.

    Step 6: Open an RFI
  7. 07

    Paginate

    The footer shows the total and lets you choose how many RFIs per page (20 by default).

    Step 7: Paginate

What you'll learn

  • How search and filter the rfi list 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

How do I see the RFIs waiting for me?+

Look for You in the Ball in court column; you can also filter by Responsible.

What does it say when nothing matches?+

"No RFIs found with these criteria."