Delete an RFI

The RFI module enables users to delete RFIs while they remain in the Draft state. This functionality is particularly helpful in the following scenarios:

• If an RFI was created mistakenly
• If there are duplicate RFIs for the same issue, you may choose to delete the redundant entries to avoid confusion.
• If an RFI becomes obsolete due to changes in project requirements, design modifications, or other factors
• To remove unnecessary or outdated RFIs to maintain a streamlined and efficient system.

An RFI can only be deleted by its creator or by a user with 'Manage' permissions, provided they belong to the same company as the creator. This ensures that only authorized individuals within the organization have the ability to remove an RFI.

Roles and Permissions: Only users with 'Manage' permission enabled for RFI in their role can delete an RFI.

• General Contractor - The GC can remove RFIs they created before initiating the workflow and performing routing in the first step. For items created by other stakeholders and forwarded to the GC for initial review and workflow setup, the GC can also remove these before establishing the workflow and proceeding with the initial routing step.
• Other Stakeholders - The user who creates the RFI can remove it until it is in the draft state. If a stakeholder other than the general contractor creates the RFI, they cannot remove it once they perform initial routing to the general contractor.

Delete an RFI

• Open the RFI if not already done. To do so:
  • Open the project management console
  • Click the app launcher icon  in the top-right and select 'Documents'
  • Click 'RFI' on the top, then choose 'Boards' or 'Log' from the left
  • Click on the RFI card in the 'Draft' column

The RFI opens at the 'Details' pane.

• Click the delete button on the right and confirm your action

The RFI is deleted and removed from the project.