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09 / Coordinate

RFI

Ask the question once. Keep the answer where work happens.

Raise a Request for Information, attach supporting files, hold an attributable conversation and distinguish discussion from the official response.

Operational outcome

Requesters and responders share one controlled thread from question to accepted answer and closure.

09
Core capabilities

What RFI brings into the thread.

01

Optional system and responder assignment

02

Multi-party conversation and files

03

Official response state

04

Reopen and close history

How it works

From first action to retained outcome.

  1. 01

    Raise the question with dates, priority and files.

  2. 02

    Optionally link a system and select responders.

  3. 03

    Discuss the issue in one attributable thread.

  4. 04

    Record the official response.

  5. 05

    The requester accepts and closes, or reopens for more detail.

Connected by design

RFI does not become another island.

Systems, people, assignments, records and permissions keep the module connected to the rest of Root.

My WorkSystemsNotificationsAnalytics
Built-in controls

Clarity at the point that matters.

Participant-aware visibility

Direct-link assignments

Official answer distinct from messages

Retained reopen history

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Put RFI into a connected operating model

Start with the workflow your team already knows.

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