编辑资格预审表

资格预审表在开始时是一个带有预设部分的标准模板。然后，可以随时修改各部分中显示的问题。

• 所需的用户权限:

  • 公司资格预审工具的“管理员”。

• 其他信息:

  • 贵公司只有一份资格预审表。

  • 任何编辑都将创建资格预审表的新版本，并将更新已发送给用户的任何现有表单。

  • 你将无法从"编辑"页面发布。

1. Navigate to the company's Prequalifications tool.

2. Click the Form tab.
   

3. Click the Edit icon.
   
   
   

4. Click the title field to change the name of the prequalification form.

5. Navigate to each section (General Information, Safety, Insurance and Bonding, Financials) and click the caret > to expand the subsection.

6. Next to each question, click the toggle to blue to enable the question on your form or gray to disable the question from your form.

7. Mark the checkbox next to 'Required' for each question you want a user to answer.
   Note: Marking a field as required means a company cannot submit their Prequalification form until those required fields are filled out. Please use this option with caution.

8. Click Save.