As a general contractor using TradeTapp, you can set a qualification status once a vendor has submitted their questionnaire. Submitted questionnaires will show the status “Submitted” on the “Invitations” dashboard.
Prior to setting a qualification status, you can assign reviewers from within your company to review the application. For information on how to assign reviewers and perform a company review once you have been assigned, please reference the article, “How to assign reviewers and perform a company review in TradeTapp (General contractors).”
Please note that reviews do not have to be marked complete to set a qualification status. Any coworker with “Reviewer” or “Accepter” permissions can set qualification statuses on submitted questionnaires. If you do not have permissions to perform company reviews, please reach out to a coworker with “Admin” permissions so they can adjust your permissions.
To set a qualification status
Begin by clicking on the company you would like to review.
On the “Summary” tab, click “+ Qualification Status” in the top-right corner.
You can also click “Edit Qualification Status” on the “Summary” tab underneath the “Company Review” section.
Click the drop-down arrow under “Set Qualification Status.”
Select the qualification status you would like to set.
Enter the internal single limit, internal total limit, expiration date, and summary, then click “Save.”
If you select "Denied", there is also an optional field to enter in a "Reason for Denial". You can only select one option. If you have any additional reasons or comments, please use the 'Summary Field' to provide more detail.
The “Company Review” section on the “Summary” tab will populate with the information entered, and the qualification status, internal single limit, and internal total limit will also appear in the top-right corner.
To view the expiration date and summary, hover over the “Comment” icon in the bottom-right corner of the “Qualification Status” section.
The activity thread on the right-hand side will also show the qualification status and any changes as well as the date it was set and the individual it was set by.
Please note that setting a qualification status will not send an email notification to the vendor or to your coworkers.
If your company has BC Pro in BuildingConnected, qualification statuses set in TradeTapp will appear on your company’s BuildingConnected account. For more information on how and where qualification statuses appear in BuildingConnected, please reference the article, “Where can I see TradeTapp qualification statuses in BuildingConnected? (BC Pro with TradeTapp).”
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