Users can view the RFI in status Board. Follow the below steps to view an RFI in status board.


  1. Select Projects from the side Navigation bar and choose the required Project

Choose the required Project

  1. Select the RFI module in the inner side Navigation and click on the All RFI drop-down once set as Card view appearance

Viewing RFI in Board view

  1. Choose the desired Issue type. Then, select its sub type to display RFI's in the status Board

Viewing RFI in Board view (Cont.)

  1. RFI will be displayed in the status board based on the status outlined in the workflow

Viewing RFI in Board view (Cont.)

  1. Users can move the RFI card from current status to the subsequent status as per the defined workflow by dragging the card

Notes: 

    • Users cannot view all RFI's in the board view, only the particular RFI with its type and sub-type can be viewed
    • Users cannot revert the status back; they can only advance the status following the defined workflow

Created with the Personal Edition of HelpNDoc: Experience the Power and Simplicity of HelpNDoc's User Interface