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.

  • 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

Steps

  1. Navigate to the company's Prequalifications tool.

  2. Click View next to the company you want to set a status on a prequalification form for.

  3. 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

  4. In the 'Finalize 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

  5. Click Confirm.