Set the Status on a Prequalification Form
Objective
To set the status on a prequalification form.
Things to Consider
- Required User Permissions:
- 'Admin' on the company's Prequalifications tool.
- To view the Qualification Status, 'Standard' permissions or higher on the company's Prequalifications tool.
- To edit the Qualification Status, 'Admin' on the company's Prequalifications tool.
- 'Admin' on the company's Prequalifications tool.
- Additional Information:
- When the Qualification Status is 'Qualified with Exceptions' OR 'Qualified' the following fields are required fields:
- Expiration Date
- Project Limit
- Aggregate Project Limit
- When the Qualification Status is 'Qualified with Exceptions' OR 'Qualified' the following fields are required fields:
Steps
- Navigate to the company's Prequalifications tool.
- Click View next to the company you want to set a status on a prequalification form for.
- In the Qualification Status drop-down list, select from the following:
- Not Assigned
Note: This is the default status. - Qualified
- Qualified With Exceptions
- Not Qualified
- Not Assigned
- In the 'Finalise Qualification' window, enter the following information:
Note: The fields shown will vary depending on the status selected.- Single Project Limit
- Aggregate Project Limit
- Qualification Expiration Date
- Exceptions
- Qualification Notes
- Click Confirm.