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Procore Support (en-au)

Add a Comment on a Prequalification Form

Objective

To add a comment on a prequalification form.

Things to Consider

  • Required User Permissions:
    • To add a comment on all categories response data:
      • 'Admin' on the company's Prequalifications tool.
    • To add a comment on all categories response data except for Financials:
      • 'Standard' or higher permissions on the company's Prequalifications tool.
  • Additional Information:
    • You can only comment on a prequalification form that has been submitted.
    • The most recently added comment is displayed at the top of the Comments list.

Steps

  1. Navigate to the company's Prequalifications tool.
  2. Click View next to the company you want to comment on a prequalification form for.
  3. Click Prequalification Form.
  4. Click Review next to the Category you want to comment on.
  5. Click Review once you have gone over the information.
  6. In the 'Review With Comments' window, enter your comment.
  7. Click Review to add your comment to the company's prequalification form.

See Also

 

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