COMPASS for General Contractors
By Yuhan and 8 others9 authors107 articles
- General Contractor Policy and Procedures
- How to share basic Project Details with all Subcontractors in COMPASS
- Quick Add 1Form Documents to Attachment Tabs on COMPASS
- How to Edit the Flow on a Project Approval Request
- How to Edit the Company Qualification Flow on an active Qualification Request
- What's in Beta
- Opt in or out of the COMPASS Beta Program
- Qualification Management
- Inviting a Subcontractor to Qualify
- Bulk Invite to Qualify
- Attaching a Project to a Subcontractor
- Tagging Subcontractors in COMPASS
- COMPASS Status Column Guide
- Completeness & Metrics Gauges
- Review Stage Column Guide
- Different Statuses in the "Reason" Tab and their Meanings
- Overview of the Details Flyout
- How to Assign Qualifications in COMPASS
- How to Cancel an Invitation to Qualify
- Assigning a Company Qualification Flow
- How to Send a Missing Data Request
- Assigning and Unassigning Projects
- How to Create and View Workflow Notes on Qualification Requests Table
- How to Attach, View, Edit, and Delete Workflow Attachments
- How to View Subcontractor Activity Information in COMPASS
- How to Download Q Score PDFs in bulk from Qualification Management
- Project Approval Requests Overview
- Project Approval Request Navigation
- Project Approval Request Outcomes
- Leaving a Review on a Project Approval Request
- Creating a Project Approval Request
- How to Download Q Score PDFs in bulk from Project Approval Requests
- How to Automatically Renew Project Approval Requests
- Leaving a Review on a Project Approval Request (For Beta Users)