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Track RFIs to closure
Work the project RFI register: filter by status and priority, spot overdue answers, close what is done, and void what was raised in error.
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An RFI that sits at Answered forever is a loose end. The project RFI register is where you see every question at once, spot the ones going stale, and take each one to a clean finish.
Work the register
- 1
In the sidebar, open Projects, open your project, then RFIs. Every RFI on the project is listed with its status, priority, and deadline.
The project RFI register listing RFIs with status, priority, ball in court, and response dates
screenshots/rfis/track-rfis-to-closure/rfi-register.png
- 2
Filter by Status and Priority to focus the list: open Urgent items first, then work down.
The RFI register filtered to open RFIs with urgent priority
screenshots/rfis/track-rfis-to-closure/rfi-register-filters.png
- 3
Watch the Response required by dates. Anything past its date is overdue and worth a nudge.
- 4
Check the ball in court column when something stalls. It names exactly who is holding things up, so you chase a person, not a status.
Close an answered RFI
When a response comes back, the raiser reads it and decides. If the answer does the job, close the RFI: it moves to Closed and stays on the record. If it does not, respond with what is missing and the loop continues until it does.
Void an RFI raised in error
Asked something that was already answered, or raised it on the wrong project? Set it to Void. Voiding cancels the question but keeps the full record: what was asked, by whom, and when. Nothing is deleted.
Everything is on the change log
Every raise, response, reassignment, closure, and void is written to the project change log with who did it and when. The history is there whenever you need it.
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