The Details Flyout provides a detailed overview of a subcontractor, offering users quick access to key information to help review, qualify, and manage subcontractors effectively. This guide explains the various elements and functionalities of the Details Flyout.

Accessing the Details Flyout

1. Navigate to the Qualification Management section by selecting it from the menu tab.

2. Locate the desired subcontractor in the Qualification Request Table.

3. Hover over the subcontractor’s Company Name to open the Details Flyout.

Features of the Details Flyout

The Details Flyout is equipped with several tools and sections to streamline subcontractor management:

1. Icons and Sections Overview

The flyout includes five key icons on the right-hand side, each representing a specific section:

a. Request Details Icon (Landing Page)

• This is the default view when opening the flyout.

• It provides a high-level summary, including:

• Subcontractor name, tags, and QScore.

• Invitation details: request date, contact information (email and phone), project, due date, and reason.

b. 1Form Details

• Displays information from the subcontractor’s prequalification submission, such as:

• Fiscal Year-End and Submission Date.

• 1Form completeness, including metric and completeness bubbles.

• Hover over partially filled bubbles for additional details on missing criteria.

• For more details, see the article: Completeness and Metrics.

c. Current Review Process

• Visible if the subcontractor is assigned to a review flow.

• Displays the current review stage of the subcontractor.

d. Current Company-Level Qualification

• Shows the subcontractor’s qualification status at the company level.

e. Automated Limit Recommendation

• Provides the system’s recommended limit for the subcontractor.

2. Key Actions in Request Details

At the bottom of the Request Details Icon, users can perform these actions using the purple buttons:

1. Add to Company Qualification Flow

• Add the subcontractor to a new or existing qualification flow.

• For more information, see:How to Create a Company Qualification Flow: https://intercom.help/compass-app/en/articles/8448900-how-to-create-a-company-qualification-flow

2. Assign Qualification

• Assign a specific qualification to the subcontractor by opening an additional flyout.

• For instructions, see: How to Assign Qualifications: How to Assign Qualifications in COMPASS

3. Cancel Invitation

• Cancel a qualification invitation by opening an additional flyout.

• For instructions, see: How to Cancel an Invitation to Qualify: How to Cancel invitation to qualify –

Additional Features

Workflow Notes

• Admin and prequal users can add, view, and edit workflow notes for a specific subcontractor.

• Note: Workflow notes are removed once the subcontractor is qualified.

Workflow Attachments

• Admin and prequal users can add attachments to a subcontractor’s workflow, which are visible to all shared users.

• Note: Workflow attachments are removed once the subcontractor is qualified.

Activity Feed

• A comprehensive record of all interactions and activities between the GC and subcontractor.

Missing Data Requests

• View missing information requests sent to the subcontractor, including the date of the request.

Additional Functions (Optional)

• Tags: Add tags to subcontractors for quick identification. Search for existing tags or create new ones.

• Expand Subcontractor Profile: Use the expand icon in the top right corner of the flyout to view the full subcontractor profile.

• Close the Flyout: Use the “X” in the top right corner to close the flyout.