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In 360, a Pre-Qualification Request is a request to providers for them to be assessed for competency prior to being invited to participate in a invitation-only request (e.g. for tender). Pre-qualification requests can be run as either:
This article is for the latter - requests for pre-qualification that can be submitted at any time and assessed immediately. |
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- Sign-in to https://360users.apetsoftware.com.au/ as a Request Manager
- Referring to the related help articles below:
- Create a new request with Pre-qualification selected for "Standard or Pre-qualification?"
- Release the request as a public request
- When a provider submits an application, the request manager will be sent an email titled "Pre-qualification for #RequestName# by #ProviderName#" (with the keywords replaced as appropriate)
- The request manager should:
- Ensure that the evaluation team assesses the provider (see related article below)
- Open the request's Request Info page
- Click on Prequalify
- Use Ctrl+Click (Windows) ⌘+Click (Mac) to select the provider(s) in the list
- Select either Passed or Failed - an email titled "Prequalification successful/un-successful for #RequestName#" is sent to the provider
- Ensure that the panel manager adds the passed providers to the appropriate (see related article below)
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When a provider is passed, they are automatically set to be an Associated Provider (see How to associate a provider with your organisation within the 360 internal portal) If a provider is failed, they can reopen their response and resubmit. |
Related articles
- What are the key terms in 360? (definitions/lexicon)
- How to create a new request (e.g. for tender) in the 360 internal portal
- How to release (publish) a public request to the 360 public portal for anyone to respond to
- How to evaluate a request in 360
- How to create a new or edit an existing panel and add providers to it in 360 internal portal
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