Create a Change Request for a Prequalification Form
Objective
To create a change request for a prequalification form.
Background
A change request is a way to ask a clarifying question to gain more information and to update a prequalification form that has already been submitted.
Things to Consider
- Required User Permissions: 'Admin' on the company's Prequalifications tool.
Steps
- Navigate to the company's Prequalifications tool.
- Click View next to the company you want to create a change request for.
- Click Request Change.
- Fill in the following information:
- To: Select the user you want to send the request to from the drop-down menu.
Note: This field automatically populates with the user who was invited to prequalify. - Subject: Enter a descriptive subject for the request.
Note: This field automatically populates with the subject line "<Your Company Name> Prequalification Change Requested". - Change Requested: Enter any necessary information that describes what is needed from the user.
- To: Select the user you want to send the request to from the drop-down menu.
- Click Send.
Once the change request is sent, the Submission Status on the prequalification form will change to Change Requested.