How make an RFI Actionable?

Purpose:

To explain how users can mark an RFI (Request for Inspection) as Actionable and assign a due date for follow-up actions.

Step-by-Step Instructions:

1. Open the RFI section

 - On the Home Page, click on RFI.

 - Go to the Open section and select the RFI you want to review.



- The RFI details section will open on the right side of the screen.



2. Access the Actionable option

- Open the RFI details on the right-hand side of the screen.

- Look for the option to mark the RFI as Actionable.

3. Set the due date

- After marking the RFI as Actionable, you can assign a Due Date for the required action.

- This helps track when the corrective or follow-up work should be completed.

4. Approve the actionable RFI

 - Once the RFI is marked as actionable and the due date is set, the only available action is to Approve the RFI.

 - Click on Approve to confirm and mark the RFI as actionable.

Tips & Best Practices:

- Use the Actionable option only when additional work or correction is required.

- Always set a clear Due Date to track pending actions.

- Add comments to specify what needs to be done or followed up.

- After approving, keep track of Actionable RFIs to ensure tasks are completed before the due date.

- Communicate with the responsible user to confirm the follow-up action has been taken.

- For any issues, contact LivSYT Support.

Related Resources:

How to Raise an RFI?

How to Approve an RFI?