What is a pre-qualification questionnaire?
A pre-qualification questionnaire is a type of questionnaire
that you create in your sourcing event in Market Dojo. If your event
has a pre-qualification questionnaire, it will act as a gateway to the rest of your event:
the participants must fill out this questionnaire first, and they can only continue with the
submission process once the host has approved their answers.
This means that while they are in the pre-qualification stage of your event, the participants do not have access to the rest of the event, that is, they cannot see the other questionnaires, RFQs or the uploaded documents*.
Illustration 1: This is what the participants see in an event with a pre-qualification questionnaire. The other parts of the event are not visible at this point.
While the Document tab remains accessible at this stage as well, the documents within it are hidden.
Illustration 2: Once the pre-qualification questionnaire is
answered and the Host accepts the answers, the participants can see the rest of
the event and continue with the submission.
Important: There can only be one pre-qualification questionnaire in an event, and once the event is launched it cannot be reverted to a normal questionnaire.
When to use a pre-qualification questionnaire
As the pre-qualification questionnaire acts as a first barrier in your event, here you can add any questions you need the participants to answer or to complete before allowing them to continue with the submission process and thus getting access to the rest of the information shared in the event.
Furthermore, if you are inviting suppliers you have not worked with before and would like to have a screening step before they can fully participate in your event, you can do this preliminary screening using pre-qualification questionnaire, then evaluate their responses and only allow those to continue who gave answers that met your expectations.
For example, if it is required that the participants sign an
NDA (Non-Disclosure Agreement) and/or accept your Terms and Conditions before
getting access to the bid documentation, you can set these requests as questions at this
stage (e.g.: Yes/No question to confirm whether they accept your T&C's or Document Upload question where they need to upload a signed copy of your NDA).
*Important: During the pre-qualification stage the
participants cannot access the files uploaded to the Documents tab by default, so if you need to share certain documents with them at this stage already, select the 'Include in Invite' option when uploading them to your event:
Related Articles
Why would you use questionnaires in your event?
Questionnaires are a great tool to collect information from your suppliers in an organised way and with a well-defined structure. They are the central part of Request for Information-type events but can also be very useful in other types of ...How to make a questionnaire a pre-qualification questionnaire
What is the issue you're facing? I have created a questionnaire on my event but I want this to be a pre-qualification questionnaire. How can I set this up? Solution In order to setup a questionnaire as a pre-qualification questionnaire you need to do ...How to add a questionnaire
What's the issue you're facing? I want to add or create a questionnaire within a Sourcing event. How do I do this? Solution There are multiple ways of adding or creating a questionnaire on a Sourcing event. These are outlined below. Adding a ...How and why to make an event sealed
In this article we are discussing what sealed events are and when they are used, explore how they differ from normal sourcing events, show how sealed events can be created in Market Dojo and offer some additional tips when working with sealed events. ...How can I allow a participant to change their responses to a questionnaire?
What's the issue you're facing? A participant wishes to edit their response to a questionnaire. How can I allow them to do this? Solution Depending on your companies settings there are a couple of different options here. Option 1 Go to the event and ...