事前審査フォームの変更依頼を作成する

バックグラウンド

変更依頼は、より詳細な情報を得るために明確な質問をし、すでに送信されている事前審査フォームを更新する方法です。

考慮すべき事項

  • 必須ユーザー権限: 会社の事前審査ツールの「管理者」。

Steps

  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.

See Also

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