Pre-qualification templates control the questions and information companies are required to submit before being reviewed for a project. These templates are managed centrally using Manage Templates, allowing you to update requirements as your compliance needs change.
Step 1: Open Manage Templates
Log in to BuildPass.
Navigate to the Compliance module.
Select Pre-qualifications.
Step 2: Select the Pre-Qualification Template
Click More at the top of the page.
Select Manage templates.
From the list of available templates, click the three dots
Select Edit to make changes to the template.
Step 3: Edit the Template
Within the template editor, you can:
Add new questions or blocks
Update existing questions
Remove questions that are no longer required
Mark questions as required where appropriate
Reorder sections to control the flow of the submission
These changes determine what companies must complete when submitting a pre-qualification.
Step 4: Review and Save Changes
Review the updated template to ensure it reflects your current requirements.
Click Save to apply your changes.
Once saved, the updated template will be used for future pre-qualification submissions.
Important to Know
Pre-qualification templates are managed centrally
Changes apply to future submissions
Existing submissions are not altered by template updates
Need Help?
If you have questions about managing pre-qualification templates or need assistance using Manage Templates, use the black chat box in the bottom-right corner to contact the BuildPass support team.