Generate Package Request For Information

To perform the actions mentioned in this article, user need to have the appropriate roles enabled in the RFI role section.

To generate a package for a Request For Information (RFI) Report:

1. Select an opened RFI .

2. Click on the “< Detail” button in the folder tree toolbar, this will open the Detail View of the selected RFI.

3. Click “Generate Package” button in the upper right-hand corner.
   

On Success, a green message will appear at the top right hand corner with message: “RFI Notification was sent successfully”.

The RFI will be locked, and a package will be generated containing every information given to the RFI (Files, Comments, Description, etc.).

The generated package, will be associated with the RFI in the Files Management Module as well.
The Generated package can be found by

1. Opening up the Files Table in the RFI, and clicking on the link, in column “File Path”, this will then open up the File Management module, in the appropriate location.

2. Manually Navigating to the Files Management Module, then Modules → RFI → RFI Root → And then going down the path where the RFI is placed.
   

The Generated Package will have a unique appendix appended to it (e.g. _Rev_01) in case, if there were multiple packages generated for the same RFI.

Note That the generation of the Package might take longer time, depending on the size of the files associated etc.

On failure, a message will appear in the top right hand corner, with a message: “Error Occurred: RFI Notification was not sent”.