Modifying Supplier Qualification Values Submitted by Subcontractors
You can modify the Diversity, Equity, and Inclusion (DEI) values and certificates submitted by your supplier organizations (Subcontractors and Sub-Tiers).
- Navigate to the Supplier Qualifications Tab of the Supplier Tracking Page
- From the Compliance section of the Project Home page, select the Review supplier tracking program values pending approval link to go to the Supplier Qualifications tab of the Supplier Tracking page.
Note: This link is only available if a Subcontractor's classification status is pending review.
- From the Compliance menu at the top of any project page, select Supplier Tracking. Once on the Supplier Tracking page, select the Supplier Qualifications tab.
- From the Compliance section of the Project Home page, select the Review supplier tracking program values pending approval link to go to the Supplier Qualifications tab of the Supplier Tracking page.
- If you navigated to the Supplier Qualifications tab from the Compliance menu, choose an organization and select the Edit button from the Actions column.
The submitted values, certificate, and the status of the submission is displayed. - To attach additional documentation, select the Attach Documentation button and follow the instruction on Step 7.
- To modify the values, select the Modify Values button. A Supplier Tracking pane opens on the right side of the page.
- From the Supplier Tracking pane, select all applicable values for your organization.
- Select Apply.
The value will be added to the page with the status Overridden. - Select the Attach Documentation button.
- Either drag and drop a document into the Drag and Drop section or select the section to use File Explorer to find your document.
- In the Document Name field, enter a name to define the document. This name will display in TPM when you view your documents associated with the diversity status.
- Enter the Start Date and Expiration Date for the document. When the certification document expires, you will need to upload a new one.
- Enter the certifying agency and certificate number in the available fields.
- Select Attach.
- Select Update.
The value you added or modified is now listed in the Approved Values column.
Tip:
- Select the Action icon to view the attached certificate.
- All values added by a GC on behalf of a Subcontractor or Sub-Tier will be listed in the Approved Values column
Last Published Wednesday, September 4, 2024