Add a Comment on a Prequalification Form
Objective
To add a comment on a prequalification form.
Things to Consider
- Required User Permissions:
- To add a comment on all categories response data:
- 'Admin' on the company's Prequalifications tool.
- To add a comment on all categories response data except for Financials:
- 'Standard' or higher permissions on the company's Prequalifications tool.
- To add a comment on all categories response data:
- Additional Information:
- You can only comment on a prequalification form that has been submitted.
- The most recently added comment is displayed at the top of the Comments list.
Steps
- Navigate to the company's Prequalifications tool.
- Click View next to the company you want to comment on a prequalification form for.
- Click Prequalification Form.
- Click Review next to the Category you want to comment on.
- Click Review once you have gone over the information.
- In the 'Review With Comments' window, enter your comment.
- Click Review to add your comment to the company's prequalification form.