How to raise new queries/RFIs in obi® within the desktop.

This article shows you how to Raise New Queries/RFIs in obi® within the desktop.

1 - Select "Queries/RFIs" from the Project Management module on the left-hand side of the screen.

2 - The "Raise New Query" button is located in the upper right-hand corner of the screen.

3 - Once the page has loaded, enter the information needed to submit your query. You must include your query's subject and category, followed by the question you want to ask. The obi® formatting tool is similar to Microsoft Word in that you can apply formatting such as colour, tables, and bullet points.

4 - You can also include attachments with your query. Following that, you will be asked to choose whom you want to send your query from the project directory, as well as whom you want to be notified and the deadline for response.

5 - In the "Main Question Send to" component, you must specify who will be responsible for responding to your inquiry.

6 - After you finish and click "Save," obi® will send an email to the people who were added to your query, and that query will now be available in the query log.

7 - Next, search or filter for your query and click "View Question" to access the information contained within that query.