Crear una solicitud de cambio para un formulario de precalificación

Una solicitud de cambio es una forma de hacer una pregunta aclaratoria para obtener más información y actualizar un formulario de precalificación que ya se ha enviado.

• Permisos de usuario requeridos: "Administrador" en la herramienta Precalificaciones de la empresa.

• A Prequalification Form must be sent before this action can be taken.

1. Navigate to the company's Prequalifications tool.

2. Click View next to the company you want to create a change request for.

3. Click Request Change.

4. Fill in the following information:

   • To: Select the user you want to send the request to from the drop-down menu.
     Note: This field automatically populates with the user who was invited to prequalify.

   • Subject: Enter a descriptive subject for the request.
     Note: This field automatically populates with the subject line " Prequalification Change Requested".

   • Change Requested: Enter any necessary information that describes what is needed from the user.

5. Click Send.

Once the change request is sent, the Submission Status on the prequalification form will change to Change Requested.