RFIs / 10

Assign responsibles to an RFI

Responsibles are kept informed about the RFI and receive notices of changes and responses. They do not replace the Ball in Court.

2 minutes
Product screenshot: Assign responsibles to an RFI
Step by step

How to complete responsibles

  1. 01

    When creating

    In New RFI, the Responsibles block starts with you as the main one. Search project members by name and add whoever you need.

    Step 1: When creating
  2. 02

    After creating

    In the RFI detail, sidebar, Responsibles block, click Edit.

    Step 2: After creating
  3. 03

    Search and add

    Type in Search project member… and pick the person from the list.

    Step 3: Search and add
  4. 04

    Mark the main one

    Use each person's star to choose the main responsible; they get the Main tag.

    Step 4: Mark the main one
  5. 05

    Save

    Click Save. Cancel discards the changes.

    Step 5: Save

What you'll learn

  • How assign responsibles to an rfi 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

Can I leave the RFI without responsibles?+

Yes, the list can be empty.

Why don't I see the Edit button?+

Only people allowed to manage responsibles see it.