Assigning a Company Qualification Flow

• Find the subcontractor in the Qualification Requests Table.

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

• Select Add to Company Qualification Flow from the dropdown.

• Note: This option is only available for subcontractors who have not yet been assigned to a flow.

• In the Add to Company Qualification Flow dialog box, choose a flow by clicking the Select a Company Qualification Flow dropdown.

• Click Add to assign the subcontractor to the selected flow, or click Cancel to discard the action.

• In the Qualification Management section, locate the subcontractor in the Qualification Requests Table.

• Hover between the subcontractor’s company name and projects to reveal the Details option.

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

• Click Add to Company Qualification Flow in the flyout.

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

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

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

• Click Add to Company Qualification Flow.

• The Add to Company Qualification Flow dialog box will appear.

• Follow the same steps as outlined in Section 1 to assign the subcontractor to the flow.

1. Select Subcontractors

• In the Qualification Requests Table, check the boxes next to the subcontractors you want to add to a flow.

2. Open Manage Flows

• Click the Manage Flows button.

3. Choose a Flow

• In the Add to Company Qualification Flow dialog box, select a flow from the Select a Company Qualification Flow dropdown.

4. Finalize the Action

• Click Add to assign the selected subcontractors to the flow, or click Cancel to discard the action.