As a general contractor using TradeTapp, you can manually assign reviewers once vendors have submitted their questionnaire so that the reviewers can perform a company review.
Alternatively, you can set a rule to automatically assign reviewers to vendor's applications. Learn more in How to add Invitation Rules in TradeTapp.
This article shows you to manually assign reviewers and how a user can perform a review.
To assign reviewers on a TradeTapp application
Click on the company you would like to assign reviewers to.
In the “Company Review” section on the “Summary” tab, click the “+” button next to “Reviewers.”
Click the drop-down arrow to select reviewers from the users in your TradeTapp account.
Click away to close the list and click "Save".
Once a coworker is assigned as a reviewer, they will receive an email notification so they can perform their company review.
To perform a company review on a TradeTapp application
Any open qualifications reviews assigned to you will appear at the top of your Invitations dashboard.
Click the vendor to open their submitted questionnaire and you can review the relevant information. Once ready, on the "Summary" tab, click "Mark your Review Complete".
Once your review has been marked complete, the “Company Review” section will read “Completed” and in the Reviewers list at the top right corner, your initials will have green check mark. The activity thread on the right-hand side will also show the date you completed your review and will be visible to all coworkers within your company.
You can also add comments to the activity thread to communicate with your coworkers about your review by clicking in the “Write a comment” field.
Type your comment then click the blue “Send” button. Please note that coworkers will not receive an email when comments are made.
Your comment will appear as the most recent activity and will be visible to all coworkers. Please note that comments cannot be edited or deleted.
Once all reviewers have marked their review as complete, your team can set the qualification status. Please note that those with “Reviewer” and “Accepter” permissions can set qualification statuses at any time and do not need to wait for reviews to be marked as complete. For information on how to set qualification statuses, please reference, “How to set a qualification status in TradeTapp (General contractors)".
Frequently Asked Questions
What happens to reviewers when a vendor resubmits their application?
When you request a renewal on application and the vendor resubmits, the reviewers will automatically reset and you will have to manually add reviewers again. To avoid this manual entry each time, we suggest setting a rule to add reviewers automatically. Learn more in How to add Invitation Rules in TradeTapp.