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This step is optional in the RFI flow process and will depend mainly on whether or not other parties are involved with the RFI and need to be notified of the response. If you do not need to notify anyone of the RFI Response, simply continue on to the Close RFI process.
The following process will occur automatically when the Distribute Response button is selected on the Correspondence Tab:
| 1. | The RFI record is updated for the following fields: |
| § | Reply Dist. Date - updated with the current date. |
| § | Status Field - set to Reply Distributed. |
| § | Status Date - updated with the Reply Dist. Date. |
| 2. | The Distribute Response button is disabled. |
| 3. | A transaction record is created automatically with a date and time stamp to document the flow of the RFI being distributed. Be sure to update the following fields in the transaction record for documentation and correspondence purposes: |
| § | Sent To / From – This field is disabled as the distribution list may include several parties. |
| § | Contact – This field is disabled for this process. |
| § | Notes – Optional field to record any notes regarding the distribution of the RFI. |
| § | Send… - Use this option to create a transmittal letter to send with the RFI Response. After previewing the form, a copy of the transmittal will be automatically saved in corresponding log documents. |
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