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Understanding a 'Pre-Qualifiction' record

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Andrea, Customer Experience Manager
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This document covers the following topics:

General 'Pre-Qualification' details

Here, you can indicate the term that you want this 'Pre-Qualification' record to be valid for. This can be changed at any time throughout the term of the record. 

Any relevant details (i.e. Requisition Number) or instructions can be entered within the 'Description' box provided. 

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Created For

Use this section to indicate which organization this 'Pre-Qualification' record is intended for. By default, this field will be blank, resulting in the record being created for your own organization. 

NOTE: Creating a 'Pre-Qualification' record for an organization other than your own will require that 'Trust' has been reciprocated between both organizations.

For more information about establishing 'Trust', click HERE. 

To learn more about  receiving a 'Pre-Qualification' record created by a trusted organization within the Trades Wallet Community, click HERE. 

Status

This section is used to set the status for the pre-qualification record. By default, the record is set to 'Under Review' and can only be modified by an administrator belonging to the organization the record has been created for.

Only records that have been 'Approved' are considered 'enabled' and can be used to track compliancy within your organization, and only once 'Approved' will a notification banner be presented when a Wallets 'QR Code' is scanned using the Field Scanner app.

Sites

Use this section to indicate which specific 'Site' this 'Pre-Qualification' record is intended for. If any 'Mandatory Cards' have been associated to the 'Site' they will be presented within the record.

By default, if no 'Site' is chosen, the record will be created for the organization as a whole. For more information about setting up 'Sites' for your organization, click HERE. 

Profiles

Use this section to indicate the specific role or 'Profile' requirements you wish to associate to the 'Pre-Qualification' record. If any 'Suggested Mappings' have been associated to the 'Profile' they will be presented within the record.

By default, if no 'Profile' is chosen, the record will be created without profile requirements. 

For more information about setting up 'Profiles' for your organization, click HERE.  

Significant Cards

Use this section to indicate which of the 'Cards' within the relevant Wallet are considered significant to the 'Pre-Qualification' record. For example, highlight the 'Cards' that have been deemed mandatory.
 
These 'Cards' will be highlighted when this record is reviewed by the organization for whom the record is being created for in order to facilitate the approval of the record. 
 

Card Export Report

Once a 'Pre-Qualification' record has been created, an administrator can generate a PDF report containing the images and information for each of the 'Significant Cards' that have been associated to the record. 

This report can be printed for use in conjunction with existing policies and procedures that require a physical print out of this information.
 
For more information about generating a 'Card Export Report' containing the full contents of a relevant Wallet, click HERE. 

For more information about how to create a 'Pre-Qualification' record, click HERE. 

For more information about how to receive a 'Pre-Qualification' record, click HERE. 

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