As a general contractor using TradeTapp, you can create different versions of qualification questionnaires for yoru company needs such as for different types of companies. For example, you may have a questionnaire for subcontractors and lighter version for suppliers.
To create a new TradeTapp questionnaire version
Click on your company name in the top right corner.
Click “Settings.”
In the top navigation bar, click “Questionnaire".
Click “Version Management.”
Click “Add New Version.”
Enter the name of your new version then click “Create Version.”
Use the icons next to the version to perform various actions:
- Pencil icon: Edit the name
- Star icon: Set the version as default
- Duplicate icon: Create a copy
- Trash icon: Delete the version
- Download icon: Download a blank version of that questionnaire
Next, you can customize which questions appear on the different versions of your questionnaire. See "How to edit qualification questionnaires (General contractors)".
If you would like to send your new questionnaire version to a vendor who has previously been invited to qualify, you can do by following the instructions in the article, “How to send a vendor a different questionnaire version (General contractors).”
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