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Reviewing & Assesing Completed Pre Qualifications

Here you will learn how to review and assess any completed pre qualifications that your Contractors have submitted

Please watch the following video on how to review or assess any pre qualification documents that have been uploaded by Contractors


Reviewing Pre Qualifications (3:23)

HubSpot Video


Please also scroll down this article for further information...


Reviewing and Assessing a Pre-Qual Request


If your Contractor has informed you that they have completed their pre qualification you can go in and review the documents they have uploaded.


To do this, go to Contractor on the left hand side of the administrator web portal.


Contractors side menu-1


Then click Edit on the Contractor you wish to check this for.


Edit COntractor


Then click Pre Qualification on the right hand side menu


PRe QUal right hand side


Here you will be able to view their H&S score, which is based on the number of stars allocated to each item. 

Pre quals main screen contractor

You will also be able to View, Edit, Approve and Reject each pre-qual item.


View edit approve


All items will initially be marked as Required.  Once your contractors start responding to the Pre-Qual request the status will change to Pending.  


Pending item

You can then go and review these items and either Approve or Reject them.


If you Approve an item it will change to an Approved Status.


A;proved item

If you Reject an item it will change back to a Required Status.  The contractor will NOT be advised that you have rejected this item so you will need to make contact with the Contractor by other means to advise them of the rejection and what you require from them.


You can also click on View on any Pre-Qual item to view any documents that have been submitted or any notes made by the contractor. 


Viewed itme


Once you click on Edit for any Pre-Qual Item you will be able to view any information supplied by the Contractor and make changes yourself.


Edit item


For each item the Contractor can:

  • Respond with Yes, No or Not Applicable.  You can change these if you don't feel the answer chosen is correct.  If Not Applicable is chosen then the 5 star rating will not apply to that item and will not be calculated in the final H & S Score.
  • Notes - the Contractor and you can make notes in relation to the Pre-Qual item which you can both view.
  • Rating - you can rate the document from 1 Star (poor) to 5 Stars (excellent) for each item.  The H & S score will be calculated based on the number of Stars given.
  • Expiry Date - the expiry date can be set by the contractor or yourself.  When an expiry date is selected and if notifications are turned on then both you and the contractor will receive email reminders that the document is expiring 28 & 7 days out, on the day of expiry and 7 & 28 days after the expiry date if the document has not been renewed and the expiry date updated.
  • Add File - the Contractor and you can upload files that are viewable to you both by clicking on the Add File button, selecting the document(s) and then clicking on Save.  You can also delete a file by clicking on the Rubbish bin icon.


Don't forget to click on Save when any changes are made


Once you have reviewed an item you can then either Approve or Reject it.


If you Reject a Pre-Qual item from a contractor, this will revert back to Required status.  This WILL NOT notify the contractor so you will need to contact them directly. 


You can also edit the Pre-Qual if you want to change the criteria for this company or add any more requirements for this Pre-Qual by clicking Edit at the top of the screen.


Edit pre qual criteria

How to Delete a Pre-Qual Request


You can also Delete the Pre Qual entirely and start from scratch.


delete pre wual set


If you need any further help or have any questions please contact the support team by email at siteconnectsupport@lucidity.io or Ph: 0800 748763