Review a prequalification and decide
Each section is reviewed by the person it names; then a reviewer decides prequalified, prequalified with conditions or not, with an internal reason and a message to the subcontractor.
1 min readLast updated
Applies to: Subcontractor Vetting · Administrator, Safety officer (HSEQ), Panel coordinator, Director or executive
A prequalification shows the score against the pass mark, any knockout answers, who signed it, each section's answers and files, and the decision.
Before you start
You review the sections named for you. For builders and other businesses: the safety officer reviews the safety (WHS) sections, a panel coordinator the panel sections, and company admins any section. Elsewhere, company admins review every section.
How to review a section
- Step 1: Open the prequalification from Prequalification (For you shows your sections).
- Step 2: Read the answers and open any files.
- Step 3: Under This section, choose OK or Concern, and add a Note (needed for a concern).
- Step 4: Select Save review (or Change review).
How to decide
- Step 1: When every section is reviewed, go to Decide.
- Step 2: Choose Prequalified, Prequalified with conditions or Not prequalified.
- Step 3: Enter the Reason (internal: never sent to the subcontractor): needed to reject, to set conditions, or to approve over a knockout answer, a concern or a score below the pass mark.
- Step 4: Add a Message to the subcontractor (optional) and, for a conditional decision, the Conditions.
- Step 5: Check Lasts until (the set's months to start) and select Record decision.
Ask for more information
Any reviewer can enter What do you need? under Ask for more information and select Send back to them. Section reviews already done are kept.
What happens next
- The subcontractor sees the decision, the conditions and your message, never the internal reason or section notes.
- If your company only puts prequalified subcontractors on sites, they can be added to a site once prequalified.
- Their prequalifications with you lists earlier ones.