Prequalification question sets
Build sections of questions with weights, required answers and knockout answers, choose who reviews each section, set a pass mark and how long a prequalification lasts.
2 min readLast updated
Applies to: Provider Vetting · Admin
A question set is what you ask a provider to answer to prequalify. Your organisation starts with a Starting point: review before use set (WHS management, insurance, licences and registrations, environmental, quality, financial capacity, references, modern slavery awareness) that's marked until someone edits it. Change it to suit your contracts and the work you ask for.
How to make a question set
- Step 1: Open Vetting, then Prequalification, then Question sets.
- Step 2: Select New question set (or open one to change it).
- Step 3: Enter its Name, What it covers, Pass mark (%) (70 to start) and A prequalification lasts (months) (12 to start).
- Step 4: Choose Only for these trades and Only for these categories if it isn't for everyone.
- Step 5: Add sections. For each, name who reviews it, and add questions: Yes / no, Choose one, Number, Written answer, File upload or Date. Give each a weight (0 to 10), say whether it's required, and set any knockout answer.
- Step 6: Select Save question set, then Publish so it can be sent. Archive retires it.
How scoring works
- The score is the weight earned out of the weight possible, as a percentage, over the sections that apply to the provider's category.
- A knockout answer (a yes or no, a choice, a number below a value, a date in the past) is flagged for the reviewer.
- Neither the score nor a knockout decides: a person does. Approving below the pass mark or over a knockout needs a reason.
Common questions
- I changed a set that was already sent. It becomes a new version. Every request keeps the version it was sent with.
- Why can't I send my set? A Draft can't be sent: select Publish.
- Who reviews a section? Builders and other businesses choose the safety officer, a panel coordinator or an admin. Anyone else: the admins.
The starting point is a general set of questions, not legal advice or an industry standard.