Visual guide

Close an RFI

Check the official answer and close the RFI to record a final decision.

5 minutes
Product screenshot: Close an RFI
Step by step

Follow each step on screen

  1. 01

    Open the RFI and confirm it is Pending after the official answer.

    Step 1: Open the RFI and confirm it is Pending after the official answer.
  2. 02

    Read the Official answer and confirm it resolves the question before making it final.

    Step 2: Read the Official answer and confirm it resolves the question before making it final.
  3. 03

    Select Close RFI at the bottom of the panel.

    Step 3: Select Close RFI at the bottom of the panel.
  4. 04

    Read the confirmation: closing records the date and makes the official answer final.

    Step 4: Read the confirmation: closing records the date and makes the official answer final.
  5. 05

    Confirm Close RFI.

    Step 5: Confirm Close RFI.
  6. 06

    Verify the detail status changes to Closed.

    Step 6: Verify the detail status changes to Closed.
  7. 07

    Check that the official answer remains visible in the closed RFI.

    Step 7: Check that the official answer remains visible in the closed RFI.
  8. 08

    Review History for the closing event and earlier steps.

    Step 8: Review History for the closing event and earlier steps.
  9. 09

    Return to the list and verify CLOSED beside the RFI number.

    Step 9: Return to the list and verify CLOSED beside the RFI number.
FAQ

Frequently asked questions

What was verified and what remains untested?+

An official answer and closing are separate actions. Void and Reopen were not tested.