Create Alerts from RFIs
Create alerts in Analyst Portal from the received RFIs.
Before you start
Ensure that you have the View and Update permissions to the Request For Information module.
Steps
To create an alert from an RFI, follow these steps:
Go to Main Menu > Request for Info.
Select an RFI item, and click Create Alert. Alternatively, you can hover over an RFI item, click the vertical ellipsis, and click Create Alert.
Use the following information to enter all the required details:
If you are using the older alert for, see Create Alerts. If you are using the new alert form, see Create Alerts.
In the new alert form, if the Analyst Groups feature is enabled, you can edit the Analyst Groups field to select the relevant groups. However, the Category field will always remain set to Request for Information and cannot be modified.
Click Publish. The alert with the RFI details will be published to members on the Member Portal.