Add Prequalification Information

Overview

The ability to add prequalification information for a company is available through the Prequalification Tab in the Companies Window.

 

Prerequisites

A company must have been added.

 

Add Prequalification Information

To add Prequalification Information:

• Right click anywhere in the Prequalification table.

• Select "Add Prequalification" in the context sensitive menu.

• The Add Prequalification window will appear.

  

  • Enter the required information, indicated by a red asterisk.

  • To assign a class to a prequalification:

    • Click on a class in the Unassigned box on the left.

    • Click on the right arrow (>) to move the entry to the Assigned box on the right.

    To unassign (remove) a class from an prequalification:

    • Click on a class in the Assigned box on the right.

    • Click on the left arrow (<) to move the entry to the Unassigned box on the left.

  • Click on the Save Button.