Visual guide

Follow an RFI

Find an RFI, identify its status and respondent, add a comment and review the official answer and history.

6 minutes
Product screenshot: Follow an RFI
Step by step

Follow each step on screen

  1. 01

    Search the RFI list by number or title and open the record.

    Step 1: Search the RFI list by number or title and open the record.
  2. 02

    Review its Status. The example starts Open.

    Step 2: Review its Status. The example starts Open.
  3. 03

    Check Ball in Court to see who owes the answer; this can differ from the people listed as owners.

    Step 3: Check Ball in Court to see who owes the answer; this can differ from the people listed as owners.
  4. 04

    Under Comments, write a follow-up update.

    Step 4: Under Comments, write a follow-up update.
  5. 05

    Send the comment.

    Step 5: Send the comment.
  6. 06

    Verify it appears in the conversation. A comment does not replace an official answer.

    Step 6: Verify it appears in the conversation. A comment does not replace an official answer.
  7. 07

    If you have the required permission, write an Official answer in its own section.

    Step 7: If you have the required permission, write an Official answer in its own section.
  8. 08

    Select Send official answer.

    Step 8: Select Send official answer.
  9. 09

    Verify the status becomes Pending, not Closed.

    Step 9: Verify the status becomes Pending, not Closed.
  10. 10

    Confirm the official answer and author are displayed separately from comments.

    Step 10: Confirm the official answer and author are displayed separately from comments.
  11. 11

    Review History for RFI events. This capture also includes a later closing event.

    Step 11: Review History for RFI events. This capture also includes a later closing event.
FAQ

Frequently asked questions

What was verified and what remains untested?+

Passing Ball in Court was not tested. The example uses demonstration answer text; closing is covered in another guide.