Who is this article for?

Worksite users responsible for managing prequalifications.

System Settings access is required.

This article explains how to create and activate a new prequalification type.

1. Creating a prequalification type

To create a new prequalification type:

1. Go to System Settings.
2. Select Configure Prequalification Types.
3. Click Create new type.

4. Fill out the form.

   

5. Click Create type to save the new prequalification type.

The newly created prequalification type is in inactive status until it is activated or more details are added.

2. Activating a prequalification type

To activate the prequalification type:

1. Select the prequalification type.
2. Open the Actions menu.
3. Click Activate company prequalification type.

Further reading

• Configuring a prequalification type
• Editing a prequalification type