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Procore Support (en-au)

Review a Submitted Prequalification Form

Objective

To review submitted prequalification forms to decide who prequalifies.

Things to Consider

  • Required User Permissions:
    • To view all categories response data:
      • 'Admin' on the company's Prequalifications tool.
    • To view all categories response data except for Financials:
      • 'Standard' or higher permissions on the company's Prequalifications tool.

Steps

  1. Navigate to the company's Prequalifications tool.
  2. Click Add Filter.
  3. Click Submission Status and then mark the Submitted checkbox in the secondary drop-down list.
  4. Click View next to the company you want to review a prequalification form for.
  5. Click Prequalification Form.
  6. Click Review next to the category you want to review.
  7. Evaluate the category's information and click Review.
  8. In the 'Review with Comments' window, type in any comments and click Reviewed.
    Once you have reviewed a category, the 'Review' button changes to 'View' and a comment comment icon 1.jpg icon with the number of reviews appears.

See Also

 

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