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Creating an RFI

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You can create an RFI three different ways: online, using Sourcing Optimizer; offline, using a downloaded template; or by copying an existing RFI from another event.

Different ways to configure an RFI
Figure 1. Different ways to configure an RFI
  1. Create RFI online: Create an RFI online in Sourcing Optimizer by creating and configuring your questions on the Questions tab of the RFI menu.
  2. Create RFI offline: Create an RFI offline by downloading the Keelvar RFI Design template, creating the questions within the Excel file, and then uploading the file to Sourcing Optimizer.
  3. Copy existing RFI: Create an RFI by copying an existing RFI from another event.