Updating Supplemental Grade Reviews (SGRs) in Trestle
Supplemental Grade Reviews (SGRs) are a vital component of Trestle’s prequalification process. However, there may be situations where a previously issued SGR grade needs to be updated due to an error or changing circumstances. Fortunately, updating SGR grades is straightforward. Here’s how you can do it.
Who Can Update SGR Grades?
Only team members with access to the vendor’s detailed report can make changes to an existing SGR grade. Ensure you have the necessary permissions before attempting to update an SGR.
Steps to Update an SGR Grade
- Navigate to the vendor’s detailed report in Trestle.
- Locate the specific SGR you need to update.
- Click on the Adjust Grade button next to the review's avatar
- Make the necessary changes to the grade.
What Happens After an Update?
When an SGR grade is updated, Trestle automatically records and reflects the following changes:
- Timestamp: The SGR’s timestamp is updated to show the date and time of the most recent edit.
- Editor Information: The name and title of the team member who made the edit are logged.
- Grade Changes:
- If the change impacts the section grade or the overall vendor qualification grade, these will be updated accordingly.
- Any affected grades will trigger a notification to the vendor, ensuring transparency.
Key Takeaways
- SGR grades are not set in stone and can be updated to reflect accurate assessments.
- All updates are tracked for accountability, providing a clear audit trail.
- Grade changes that affect the vendor’s overall qualification status will notify the vendor of the update.
By following these steps and understanding the update process, your team can ensure that SGR grades remain accurate and reflective of the most current information.
