Accessing the RFI Tool as the Main Contact

  1.  and make sure to mention that you are interested in Main Contact access for a specific RFI in the message field of the form
  2. Read the RFI Tool invite sent via marketscape-noreply@idc.com
  3. Go to https://apps.idc.com/idc-marketscape-rfi/pages/rfi-list
    • Use IDC.com credentials and log in
    • Email must be registered on IDC.com or create user ID
  • Access all RFIs that require your input
  • View the due dates for each
  • Assess the progress by your colleagues

Share or Unshare Access to Others

Assigning Access

Topic Experts

  • Click on the “Actions” menu to reveal several options
  • Click on “Share whole RFI”
  • On the pop-up frame, type in your colleague’s email address or choose from the list
  • Click on the “Send to Colleagues” button

 

Removing Access

Topic Experts

  • Click on the “Actions” menu
  • Click on the “Share whole RFI” button
  • On the pop-up frame, under the Unshare column, tick on the appropriate checkbox of the Topic Expert you want to cut off access to
  • Click on the “Save” button to close the pop-up frame

 

Collaborators

  • Navigate to the question or bottom of the section you want to share
  • Click on the “Share” button to share the question; click on the “Share section” button to share a section
  • Click on the “Send to Colleagues” button

Collaborators

  • Navigate to the “Shared” questions tab
  • Look for the question you want to unshare
  • Click on the “Return to To-do” button

RFI Tool Actions

Action Menu for Main Contact

  • Share whole RFI – access to the whole RFI is shared with another person from Vendor’s organization (Topic Expert); everything is available except Send to IDC button
  • Send to Colleagues – sends out links with shared questions to Collaborators. Visible only when there are new items to share
  • Send to IDC – when you are ready with the RFI, you send back the answers to IDC (before that, answers are not visible to IDC Analyst); after this action, it’s not possible to modify the RFI in the tool – links are disabled
  • Contact IDC – email is sent to the owner of the RFI (IDC Analyst(s))
  • Export to PDF – exports all questions (from all 3 tabs) with entered and Saved answers (Drafts are also exported)
  • Export to Excel – exports all questions (from all 3 tabs) with entered and Saved answers (Drafts are also exported)

Submit to IDC

The steps to submit to IDC:

  1. Open the Actions menu
  2. Click on the “Send to IDC” option
  3. On the pop-up frame, you would be ask to validate “Yes” to submit or “No” if you change your mind

 

Submitting the RFI to IDC will cut off access for the Topic Experts and Collaborators associated to the project. When this happens, the dedicated links sent to these users would no longer work. Access will also be cut off for the Main Contact and the RFI would no longer be available for review, file export, or any other action.

When questions are marked with the “Answer” button, they are moved from the To Do tab to the Completed tab. Questions moved to the Completed tab cannot be returned to the To Do tab. Questions left on the To Do tab will not be counted in the overall progress and will be recorded as unanswered.

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