RFIs

Security Roles

The following security settings are located on the Security Roles screen.

	Name of item	Assigning this item to your Security Role means you can...
Programs	RFI	Open the RFIs screen.
Menu Items	RFIs	View the RFIs screen in the Treeview menu.
Privileges	RFI – Create	Use the [Create RFI] button.
	RFI – Make Record Public	Use the 'Public Record' checkbox on the RFI Detail tab of the RFIs screen.

Project Roles

The following privileges are located in the Request For Information section of the pop-up window launched from the 'View/Create/Update/Delete All Objects' link on the Project Roles screen.

Checkbox	Check this box to...
View All	View all RFIs, regardless of who made them. If unchecked, then the user can only view RFIs which involve the user.
Create All	Allow the user to change who the RFI is from. If unchecked, the user will only be able to send RFIs from their own user account.
Update All	Edit RFIs.
Delete All	Delete RFIs.

The following privilege is located below the 'View/Create/Update/Delete All Objects' link on the Project Roles screen.

Checkbox	Check this box to...
Restricted View for all RFIs	View all RFIs from C-Type (internal) users and contacts also assigned to the project company.

The following privileges are located in the Send/Receive section on the Project Roles screen.

Checkbox	Check this box to...
Forward RFI	Forward RFIs to other users.
Send Partner RFI	Allow the user to send RFIs to all project contacts. If unchecked, the user can only send RFIs to C-Type users.
Receive Partner RFI	Allow the user to receive RFIs from P-Type users.
Send I/O Email	Use the [I/O Email] button.

The following privileges are located in the Reviewers Table section on the Project Roles screen.

Checkbox	Check this box to...
Hide Reviewers Section – RFIs	Hide the Reviewers section in the RFIs screen.

The following privileges are located in the Other section on the Project Roles screen.

Checkbox	Check this box to...
No RFI Answer Entry	Edit the Answered Date and Answered By fields.
Allow to Answer an RFI	Edit the Answer field.