Create & Manage Pre-Qualification Flows

Create a Flow

1. To create a new flow, click on the "+ New Pre-qualification" button in the top right corner.
2. Name the title of your Pre-Qualification and add any additional instructions. 

3.  Determine whether a questionnaire is required, and if so, either add a "Digital Questionnaire" or "Upload File". The Digital Questionnaire are the questionnaire form that you can have created within the system. 

   

4. Build your list of tasks for the pre-qualification by using the drop-down to find a task and clicking the 'Add' button to add another. Then sort your tasks by simply dragging them into the order you want.

   

5. To remove a task select the red circular button.

Manage an existing Flow

1. To edit the details and questionnaire in an existing Pre-qualification, click the "Edit" button next to the pre-qualification you would like to edit.

2. To add or remove* the tasks of an existing Pre-qualification, click the "Tasks" button next to the pre-qualification you would like to edit. 

   

   *If you have any pre-qualifications in process, you will not be able to make changes to the Pre-qualification flow. To make the changes, you will either need to approve or delete any pending pre-qualifications.