Overview
This article describes how to change the Company Qualification Flow on an active request on both single and multiple records at once.
Note: All records updated with new flows will begin in stage 1 of the newly selected flow
How to update a Company Qualification Flow on a single Qualification Request
On the Qualification Management tab, locate the record that will have their Company Qualification Flow updated and click the arrow on the far right side of the table to display a list of options.
Click Change Company Qualification Flow to open the Change Company Qualification Flow modal. Note: If the sub is not already on a Company Qualification Flow, the button will read Add to Company Qualification Flow.
Using the dropdown, select the Company Qualification Flow to add the subcontractor to. Note: the subs current flow will not be listed in the dropdown menu
Click the Update button. The sub's Company Qualification Flow has been updated.
How to Update a Company Qualification Flow on multiple records at once
On the Qualification Management Tab, click the checkbox on the on the records that need to be updated.
Once at least one record has been selected, Click the Add/Change Company Qualification Flows option in the bulk action toolbar.
Select the Company Qualification Flow to add the selected subcontractors to. Note: Subs not on a flow or on a different flow will be added to the selected flow. Subs already on the flow will not be updated.
Click the Update button to add the selected subs to the Company Qualification Flow.
