Articles in this section

Understanding a 'Pre-Qualification' record

Avatar
Andrea, Customer Experience Manager
  • Updated
Follow

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. 

mceclip0.png

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. 

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.

NOTE: A 'Site' within Trades Wallet may refer to a 'physical' location (i.e. East Work Yard) OR may be created to group together a set of credential requirements for a relevant role (i.e. 2nd year apprentices). 

For more information about setting up 'Sites' 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. 

Comments

0 comments

Article is closed for comments.