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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 tab

 

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. 

 

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

 

Pre Qual awaiting approval

 

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

 

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. 

 

Pro Indemnity

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.

 

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

 

Aplicable Edit

 

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

 

Apprive and Reject

 

 

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-1

 

How to Delete a Pre-Qual Request

 

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

 

Delete Pre Qual

 

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