We developed and released the following new features for you:
Request for Information process (RFI): Extension of the process
conject pm. strives to support the whole RFI process as shown in the following diagram:
Request for Information process (RFI): Extension of the process with review and adding an option to forward the RFI
- START A REVIEW - As the Client I want to start a REVIEW for an RFI to get the required answers from Consultants.
- FORWARD - After verifying that an RFI is valid, as the Project Manager I want to forward the request to the client for further action. I want to review the client’s response before I reply to the original request.
Both activities can be done by using “Forward” from within an RFI request. It can be forwarded to one or multiple recipients. Each forward creates a new Sub-RFI (SRFI). Sub-RFIs do not need to be closed!
To make it more easy for the users, we reduced the choices when reacting to an RFI. The user can now decide to “Reply” or “Forward” an issue. To avoid confusion we renamed the prior “Forward as ..” button to “New” as you would leave the prescribed process by starting a new process via Smartflow.
There are no limitations for the “Forward” functionality. So everyone receiving an RFI or a review for an RFI can again forward the issue. The user can still delegate or start a new process at this point by selecting “Delegate” or “New”.
Difference between “Forward” and “Delegate” … if you forward an issue, the answer will come back to you, a separate sub-process is started. If you “Delegate” an issue, the recipient will directly answer the original request. Delegate is just a step within the main process.
NOTE: Previously we had no “Review” or “Forward” functionality for RFIs, so some customers have set-up workarounds. Please inform users how to update their processes to work more effectively with RFIs now (i.e. use “Forward” instead of creating new RFI).
Request for Information process (RFI): RFI log
Problem which we solved: I want to see a report for open RFIs. I want to see the current status of RFI, subject, start date, recommended reply date.
Try out the new “RFI Log” … it lists all open RFIs and their review status like it is known from the other approval reports:
Only feature missing is from flow diagram above is that the recipient of an RFI is able to reject an RFI.