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Procore

Edit the Prequalification Form

Objective 

To edit your Prequalification form.

Background 

The Prequalification form will start off as a standard template that comes with preset sections. You can then modify what questions are shown in the sections at any time.

Things to Consider 

  • Required User Permissions:
    • 'Admin' on the company's Prequalifications tool.
  • Additional Information:
    • There is only one Prequalification form for your company.
    • Any edits will create a new version of the single Prequalification form and will update any existing forms sent to users.
    • You will not be able to Publish from the Edit page.

Steps 

  1. Navigate to the company's Prequalifications tool.
  2. Click the Form tab.
    prequal-form-tab.jpg
  3. Click the Edit  icon.

    edit form preq 1.jpg
     
  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

See Also