在资格预审表上设置状态

需要考虑的事项

  • 所需的用户权限:

    • 公司资格预审工具的“管理员”。

      • 要查看资格状态,需要公司资格预审工具的"标准"或更高权限。

      • 要编辑资格状态,需要公司资格预审工具的"管理员"权限。

  • 其他信息:

    • 当资格状态为"合格(有例外情况)"或"合格"时,以下字段为必填字段:

      • 到期日期

      • 项目限制

      • 汇总项目限制

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.

See Also

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