Fill out the qualifications questionnaire - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Portal Help

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Smart Materials/Smart Reference Data Version
10.2

The Qualifications page provides a questionnaire that must be filled in to complete the company registration process. The qualification questionnaire is grouped by categories. Each category has questions listed with the number of questions that are not answered. On the Qualifications page, you can select a category and answer questions in it, attach documents to a question if required, submit the questionnaire and create a revision of the submitted qualifications questionnaire.

Answer questions and attach documents

  1. Click a category on the left to display the questions for this category on the right.

  2. Click the first Answer.

    A dialog opens showing the question details.

    If files were provided by the contractor and attached to the question, you can click the file name to download the file and view the document.

    A document provided by the contractor cannot be removed.

  3. Answer the question.

  4. If the Attachment box is displayed, you can attach documents as follows:

    1. Click Browse.

    2. Select a file.

    3. Click Open.

      The file is saved and the file name is displayed.

      • Click the file name to display the file.

      • Click Delete File APEXDeleteFileIcon to remove the attached file.

  5. Click Save.

  6. Click Next to proceed with the next question.

  7. When done with all questions, close the dialog.

SHARED Tip The Information APEXInfoBall icon indicates that additional information is available for the question. Move the pointer over the icon to view the information.

Create a revision of the questionnaire

Sometimes you may want to provide new answers for questions that you have already submitted. However, you cannot directly change a questionnaire that has been submitted. To revise a submitted questionnaire, you must create a revision. The new revision will be modifiable, so you will be able to update answers, add documents, and so forth.

  • Click Create New Revision to create a revision of the questionnaire.

    • To view previous questionnaire revisions, select the revision number from the Revision drop-down list.

The Revision option is only available if the most recent revision was submitted for approval.

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