Ask a contractor to prequalify
Send a contractor 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: Contractor Vetting · Administrator, Safety officer (HSEQ), Panel coordinator, Director or executive, Contractors
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 contractor and a published Question set.
- Step 3: Select Send.
You can also ask when you approve a join request or import a list: an admin can choose a set to offer by default in Vetting settings. One open request per contractor and set at a time.
What the contractor 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- Prequalified, Prequalified with conditions, Not prequalified, Withdrawn.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 contractor and the panel coordinators (and 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.