Set the Status on a Prequalification Form

To set the status on a prequalification form.

• 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

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.