This document covers the following topics:
Pre-qualification records can be created ‘internally’ for your own organization OR created on behalf of ‘Trusted’ organizations within the community, which means your organization may receive Wallet holders with these pre-qualification records too.
Within the Web Admin Portal, you can review pre-qualification record(s) associated with your organization a couple of ways:
Utilize the functionality of the ‘Pre-Qualification Search’ as a means of managing ALL pre-qualification records that have been associated to our organization – including those created BY your organization and those created FOR your organization.
For more information about the 'Pre-Qualification Search' functionality, click HERE.
Search within an individual Wallet
Alternatively, if you know the name, unique ID number or email address of the Wallet holder you wish to review, you can head directly to the ‘Pre-Qualify’ tab of the relevant Wallet.
- Use the search bar to navigate to a relevant Wallet:
- Select the 'Pre-Qualify' tab:
- Select the Wallet entry. Any existing records created against this Wallet holder will be displayed within the grid of results returned.
Within the grid of results, you should note the following information about each 'Pre-Qualification Record':
- Created By
- Created For
If the record is indicated with a red '!' icon, this is an indication that the record needs attention.
For more information about the understanding the contents of a 'Pre-Qualification Record' click HERE.
To learn more about creating a 'Pre-Qualification Record', click HERE.