Contractor Administrators Only - How to complete a Pre-Qualification

Learn how to complete a pre-qualification request

Index:

 

Please watch the following video on how to log into your Contractor Administrator accounts and complete pre qualifications set for you by your clients

 

Contractor Admins: Completing Pre Qualifications (5:06)

Completing Pre Quals Pub

 

Please also scroll down this article for further information...

 

How to complete a pre-qualification request

 

The best way to complete this is to go through the email that was sent to you when this pre qualification was assigned to you. Just click the link in the email:

 

Complete Pre Qual

This will direct you to a screen with all of your Pre Qualification documents you need to submit.

 

A seperate tab will open  with a list of the items that you are required to complete. 

 

Edit Pre Qual

 

For each item click on Yes, No or Not Applicable

 

Use your mouse or the scroll bar on the right-hand side to scroll through the list of items

 

Yes and no

 

When you click on No or Not Applicable you will not be required to enter any further information.  However, you can make notes by clicking on Add Notes.

 

Add Notes

 

A dialog box will open.  You can free text any notes you wish to make and then click on Save.

 

Add Notes to H&S Policy

 

When you click on Yes you will be given the option to upload file(s).  Click on Add File. You can add as many files as you like.

 

These files will then be listed in this dialog box.

 

You will also be able to Add Notes to this as well

 

Yes and Add File

 

Your browser will open allowing you to choose the relevant file.   Once you have chosen the file you wish to upload the below Upload button in pink will show.

 

Upload PCBU1

 

Click on the Upload button.  The file will upload and you will be able to see the details of the file you have uploaded.

 

Keep following this same process until you have completed all requested items.

 

Contractors CSV uploaded

 

You can also set an expiry date for each item by clicking on the Expiry calendar in the bottom right-hand side of the screen.

 

Expiry Date

 

To delete a file click on the Rubbish Bin icon on the right-hand side and this will remove the file.

 

 

Once you have uploaded all of your documents you can scroll down and click the SUBMIT button at the very bottom of the tab.

 

Submit message

This will notify your client/employer that your documents have been submitted and they can then go in and review these.

 

Uploading Pre Qualification documents through the Web Portal

 

Please note that this will NOT notify your client/employer whenever you submit documents. The best way to do this is to properly submit your Pre Qualification through the link in the email as per the above

 

If you upload your documents this way, then you will need to notify your employer directly.

 

Please watch this brief video on how to access and upload your Pre Qualification documents as a Contractor

 

How to complete Pre Qualifications as a Contractor (3:30)

 

Contractors Completing Pre Quals Cleaned

 

If you still require assistance then please read on...

 

Log in to the SiteConnect Web Portal and click on the PCBU1 Pre-Qualifications Tab in the Main menu

 

 

A list of any pre-qualifications you have been requested to complete by your PCBU1's will show.  Click on Edit on the right-hand side of the pre-qualification you wish to complete.

 

PCBU1 Contractors

 

A dialog box will appear with a list of the items that you are required to complete. 

 

Edit Pre Qual

 

For each item click on Yes, No or Not Applicable

 

Use your mouse or the scroll bar on the right-hand side to scroll through the list of items

 

Yes and no

 

When you click on No or Not Applicable you will not be required to enter any further information.  However, you can make notes by clicking on Add Notes.

 

Add Notes

 

A dialog box will open.  You can free text any notes you wish to make and then click on Save.

 

Add Notes to H&S Policy

 

When you click on Yes you will be given the option to upload file(s).  Click on Add File. You can add as many files as you like.

These files will then be listed in this dialog box.

You will also be able to Add Notes to this as well

Yes and Add File

 

Your browser will open allowing you to choose the relevant file.   Once you have chosen the file you wish to upload the below Upload button in pink will show.

 

Upload PCBU1

 

Click on the Upload button.  The file will upload and you will be able to see the details of the file you have uploaded.

 

Contractors CSV uploaded

 

You can also set an expiry date for each item by clicking on the Expiry calendar in the bottom right-hand side of the screen.

 

Expiry Date

 

To delete a file click on the Rubbish Bin icon on the right-hand side and this will remove the file.

 

 

Keep following this same process until you have completed all requested items.

 

How to download a PDF document of your Pre-Qualification

 

Go to your list of Pre-qualifications and click on View on the right-hand side

 

View PCBU1

 

Then click on Download as PDF in the bottom left-hand corner

 

PCBU1 Download PDF

 

Look for the PDF generated document which will generally download in the bottom left-hand corner of your screen.

 

 

For any SiteConnect issues or questions, please contact us at support@sitesoft.com or call us on 0800 748 763