Set the Status on a Prequalification Form

Objective

To 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.

See Also

• Add a Comment on a Prequalification Form
• View the Change History of a Prequalification Form