Review a Submitted Prequalification Form
Objective
To review submitted prequalification forms to decide who prequalifies.
Things to Consider
- Required User Permissions:
- To view all categories response data:
- 'Admin' on the company's Prequalifications tool.
- To view all categories response data except for Financials:
- 'Standard' or higher permissions on the company's Prequalifications tool.
- To view all categories response data:
Steps
- Navigate to the company's Prequalifications tool.
- Click Add Filter.
- Click Submission Status and then mark the Submitted checkbox in the secondary drop-down list.
- Click View next to the company you want to review a prequalification form for.
- Click Prequalification Form.
- Click Review next to the category you want to review.
- Evaluate the category's information and click Review.
- In the 'Review with Comments' window, type in any comments and click Reviewed.
Once you have reviewed a category, the 'Review' button changes to 'View' and a comment icon with the number of reviews appears.