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How to Assign Qualifications in COMPASS
How to Assign Qualifications in COMPASS

This guide explains how to assign qualifications using a multi-stage approach in the COMPASS platform. Qualifications can be assigned in three distinct ways, all of which can be performed at any time.

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Written by Maya
Updated over 3 weeks ago

Steps to Assign Qualifications

1. Through the Qualification Management Section

  1. Access the Qualification Management Section

•Open the main menu and select Qualification Management.

A screenshot of a computer Description automatically generated

2. Locate the Subcontractor

• In the Qualification Requests Table, find the specific subcontractor you want to assign qualifications to.

3. Open the Dropdown Menu

• Click the dropdown icon at the end of the subcontractor’s row to reveal available options.

4. Assign Qualification

• Select Assign Qualification from the dropdown. This will open the Assign Qualification dialog box.

• Note: This dropdown is only visible for subcontractors who are registered on COMPASS with a profile. For unregistered subcontractors, a different dropdown will appear.

5. Set the Qualification Details

In the Assign Qualification dialog box:

• Use the Assign Status dropdown to select one of the following:

• Qualified

• Qualified with Exceptions

• Denied

(This field is mandatory.)

• Set Single and Aggregate Limits by:

• Entering desired values directly.

• Selecting Copy Limits, which allows you to use the COMPASS Recommended Limits or your company’s customized calculation.

• Optionally, set an expiry date and provide a qualification summary.

6. Finalizing Qualifications

• Review the checkbox below the qualification summary:

• Checked: The subcontractor will be removed from the Qualification Requests table once qualifications are assigned.

• Unchecked: The subcontractor will remain on the table.

• Click Assign Qualification to save, or Cancel (or the “X” icon) to discard changes.

2. Via the Subcontractor’s Details Tab

1. Locate the Subcontractor in the Qualification Requests Table

• Hover over the subcontractor’s company name to display the Details option.

2. Open the Details Tab

• Click Details to open the subcontractor’s profile flyout.

3. Assign Qualification

• Scroll to the bottom of the Details tab and select Assign Qualification.

• Follow the same steps as outlined in Section 1 to complete the assignment process.

3. From the Subcontractor’s Profile

1. Access the Subcontractor’s Profile

• Click the subcontractor’s company name (highlighted in purple) to open their profile.

2. Assign Qualification

• Navigate to the Qualifications Panel on the right-hand side.

• Click the Assign Qualification button.

• Complete the steps as described in Section 1 to assign the qualification.

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