Risk Management
I can't login to TradeTapp and it's saying "Cannot login with provided credentials". What might I be?
What is a Subcontractor
_____ can create and edit questionnaires in the GC's TradeTapp account
Admin users are the only users who can access and edit questionnaires.
_____ and _____ are the ONLY countries that support Tradetapp
What is US and Canada
(tthrl_admin@tradetapp.com) used is for ________?
What is the teams TT internal impersonation login
______ allows you to search a company's tax ID.
What is: Admiin tool: use the search box and type: taxid:0123456789
A prequalification and risk management software that allows vendors to submit qualification applications and general contractors to evaluate vendor risk.
What is TradeTapp
What does "This profile was created by uploading directly into TradeTapp & the vendor hasn’t claimed their TradeTapp account" refer to?
What is an Imported vendor
When a company has multiple entities that do not share the same Tax ID. What should they do?
What is Separate the entities/companies by creating a new company account in BC.
_____ team can use the "Mapping Tool" in BC Admiin for Tradetapp syncs.
What is Senior Team
What to do If a subcontractor tries to incorrectly reach a GC Admin?
What isSearch for the subcontractor in the TT Outlook inbox and find the original or most recent prequalification invite or renewal/reminder. The name/email address of the GC user who originally sent the invite should be in the body of the email. You can grab that GC’s contact and pass it along to the subcontractor.
When the GC sees “inactive@tradetapp.com” as the primary contact for a company, who should we escalate this to?
What is the Senior team if the user can not update the primary contact
GC's in TradeTapp can add short internal notes next to companies so that they can flag important information. What are these notes called?
What are Vendor Tags
Is there a fee associated with adding a custom question or a separate file upload to the questionnaire?
What is: NO, GCs can add as many custom questions to their questionnaire as they like for free. They can also create additional versions of the questionnaire for free.
Hi, can you please merge these two vendors? They have duplicate profiles in tradetapp.
What is: vendor invites can only be deleted. If a user has duplicate invites, they need to choose an invite to be deleted and if the customer needs any information from the one to be deleted, please ask them to grab it before via screenshots, copying notes, etc
It says I need to transfer my tradetapp invites but the contact listed is no longer with the company. How can I fix this?
What is: Grab the Tax ID from the customer writing in- confirm it matches and change the contact to the designated person and this will resolve the problem
What status can users delete an invite in?
What is “Imported” or “Not Started” status
I need to change the "contacted by" field. The previous employee no longer works here
What is: a GC will manually need to send a request for Renewal or Request for Corrections, then the Contacted By will update to the person who sent the renewal request or request for corrections (different from original invite). The Contacted By field also doesn’t change when an automatic renewal invite is sent.
NOTE: If is a GC is just sending a reminder or editing an invite and resending to a different email, the Contacted By field does not change and it reflects the individual who first sent the information.
In TradeTapp, instead of manually adding reviewers to each vendor’s application, administrators can create ________ ________ so that based on certain criteria, reviewers are automatically assigned.
What are Invitation Rules (Automation Rule)
GC's sometimes pay for financial services so that the ______ team can input financials for vendors into TradeTapp.
What is Financial team (Autodesk) - tradetapp.support@autodesk.com
____ can change the primary contact for vendor/subcontractor company
What is: Subcontractors. They can update their PC themselves by going to the qualifications tab in BuildingConnected > permissions > change primary contact.
What feature allows you to see who invited a sub, who added a new user, when was an application submitted, etc.
What is the Audit log
A sub was showing submitted, but then the GC changed their Questionnaire. What status is the sub moved to in TT?
What is "Not Started"
The min. access that can be given to TradeTapp users is ____
What is: "Basic" Basic user roles can view general vendor information, qualification statuses, and project approval results. This does not include any financial information submitted by the vendor.
When a sub/vendor does not want to submit financials what should they do?
What is because they cannot bypass the question in the prequal. They can trick the system by using "n/a, 0,1, etc" or submit a blank PDF in the file section.
I am receiving a duplicate Tax ID error message. I'm not able to move forward.. why is that?
What is: Actually you can continue to move forward, This does NOT stop the application from being submitted. Just a "Hey" warning- reasons why this may happen: