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Monitoring prequalification changes
Who is this article for?
Worksite users responsible for completing a prequalification.
Worksite access is required.
Company invite changes are fully traceable, with change history tracking status changes, actions, and timestamps.
This article explains where you can monitor the prequalification changes.
1. Viewing change history
To view the change history:
- Go to the Company Prequalification Queue.
- Select More options (three dots) for any prequalification.
- Choose View history.
The prequalification history displays the company details, prequalification type and tier, status changes, actions taken, timestamps, and the user who initiated each change.