Key Staff Forms

Key Staff Forms

Document Builder has a built-in automation for qualification/reference forms, so that you can collect information in a standardized way that will allow you to evaluate the qualifications and references for different job positions needed for what you're procuring. 

The way to automatically insert qualification/reference forms is to use the feature "Key Staff Role Titles."
  1. You can configure document templates to automatically insert into projects, so that adding a 1 Key Staff Role always adds associated documents to your project.
  2. For example, you can configure your templates so that adding 1 Key Staff Role Title always inserts 2 documents (1 qualification form and 1 reference form) into a project. You can then edit these forms as needed. 

Add Key Staff titles to Insert Document forms

  1. Open a Document Builder project
  2. In the left menu click Key Staff Role Titles
  3. Add New Role Title (i.e. Project Manager)
  4. Click Create Role Title to save
Once you've added a Key Staff Role Title, any configured document templates associated with Key Staff will be inserted into your documents tab.




Edit Qualification/Reference Forms

  1. In a Document Builder project, open Documents
  2. Scroll until you see the qualification and reference forms
  3. Edit like any other Document Builder document

Edit Key Staff Role Titles

Once a Key Staff Role Title is added, you can always revisit this page to edit or delete.

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