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Adding a grace period for company prequalification
Who is this article for?
Worksite users responsible for completing a prequalification.
Worksite access is required.
Grace periods temporarily maintain a company's prequalification validity after a questionnaire item expires, preventing the company from moving to Attention Required and interrupting active workflows.
This article explains where you can add a grace period.
1. Adding a grace period
To add a grace period:
- Go to the Company Prequalification Queue.
- View the company's prequalification in the Accepted section.
- Browse to the expiring document or question.
- Select No grace period.
- Untick the No grace period box.
- Enter the grace period duration.
- Click Update to extend the validity date.
2. Removing a grace period
To remove a grace period:
- Go to the Company Prequalification Queue.
- Locate the questionnaire item.
- Select the number of days in the Grace Period column.
- Tick the No grace period tickbox.
The questionnaire item reverts to its original expiration date.