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Procore Support (en-au)

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 'Finalise 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

 

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