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Completing the Contractor Questionnaire

Step-by-step instructions for completing the ContractorXchange questionnaire.

R
Written by Ronnie Tallman
Updated over 4 months ago

Completing the Questionnaire

1. Access the Questionnaire

  1. From the left menu, click Questionnaire.

  2. Select Complete Questionnaire.

  3. The Questionnaire will open in a new window.

    • If it doesn’t open, check your pop-up settings and enable them for this site.

2. Fill Out the Questionnaire

  1. You can answer questions in any order.

  2. Click Save and Proceed at the bottom of each page to save your responses.

3. Required for Approval Questions

  • All ContractorXchange 'Required for Approval” questions must be answered before your account can be evaluated and approved.

  • Keep these responses complete and up to date.

  • Have the past three years of provincial/state safety performance data ready — this is required for approval.

4. Ongoing Management

The Completeness Bar on your Home page shows your progress.

Check the Outstanding Questions section regularly.

  • Learn how to view Outstanding Questions here.

  1. This page will show:

    • ContractorXchange Required for Approval questions

    • Any questions added by your clients

  2. Make sure you’re connected to your client(s) to see their specific questions.

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