Ask a provider to prequalify
Send a provider one of your question sets. They answer, attach files and sign in their iComply account, and you see where every prequalification is up to.
1 min readLast updated
Applies to: Provider Vetting · Association admin, Providers
Prequalification lists every request, those for you to review first. Each shows the score, any knockout answers, its status and when it runs out.
How to ask
- Step 1: Open Vetting, then Prequalification.
- Step 2: Under Ask to prequalify, choose the provider and a published Question set.
- Step 3: Select Send.
You can also ask when you approve a join request or import a list: an association admin can choose a set to offer by default in Vetting settings. One open request per provider and set at a time.
What the provider does
- Step 1: They see the request in their iComply account once they've accepted your invitation.
- Step 2: They answer the questions, attach files (Attach) and can Save and come back later.
- Step 3: They tick the declaration, sign with their name and position, and select Sign and send. Required answers must be filled in first.
What the statuses mean
- Asked for, Being filled in: waiting on them.
- To review: sent to you. More information asked for: sent back to them.
- Prequalified, Prequalified with conditions, Not prequalified, Withdrawn.
Withdraw a request
Open it, enter Withdraw this request: why? and select Withdraw.
What happens next
- A current prequalification (prequalified, with or without conditions, and not expired) meets the Prequalified (current) requirement if you've added it to a category, and turns amber 30 days before it runs out.
- 30 days before it runs out, the provider and the panel coordinators (and association admins) are told once, unless a newer one is under way.
Limits
- Up to 5 files for each question, with the usual upload checks.
- Download the list as CSV.