This article will show anybody at a Department/Contractor level using SetConnect how to complete pre qualifications assigned to them by an account holder
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 entitled Complete Pre Qualification to access this.
This will direct you to a screen with all of your Pre Qualification documents you need to submit.
A separate tab will open with a list of the items that you are required to complete.
For each item click on Yes, No or Not Applicable
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.
A dialog box will open. You can free text any notes you wish to make and then click on Save.
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.
The number of files you have added will then be indicated in a blue circle next to the Add File button will then be listed in this dialog box.
You will also be able to Add Notes to this as well
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.
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.
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.
To delete a file click on the Rubbish Bin icon once your files have been Uploaded 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.
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
Log in to the SetConnect 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.
A dialog box will appear with a list of the items that you are required to complete.
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
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.
A dialog box will open. You can free text any notes you wish to make and then click on Save.
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
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.
Click on the Upload button. The file will upload and you will be able to see the details of the file you have 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.
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.
Once you have uploaded all of your documents you can scroll down and click the SUBMIT button at the very bottom of the tab.
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
Then click on Download as PDF in the bottom left-hand corner
Look for the PDF generated document which will generally download in the bottom left-hand corner of your screen.
For any SetConnect issues or questions, please contact us at setconnectsupport@lucidity.io