My Organization

• Administrators may use the various "Manage" features to input and revise details about your organization. These features can be accessed from the left menu.
• The public information entered allows other organizations to find yours through search criteria in the Directory.
• "Print Preview" allows you to see the printable layout of this form.
• The first address listed is the default address of the organization.
• The designated administrator is given a list of ways in which to manage their organization account.

Manage Locations
Edit Location

• Click on "Add Location" to add another address for your organization.
• The default address is indicated by a selected radio box.
• Click on the delete icon ()  to remove an address. You cannot delete a default address. Deleting an address will delete all associations will the address in contacts and employees.
• Click on the edit icon () to change location information.

Manage Employees

General Purpose: View and edit information on employees of your company that are not authorized GradeBeam users.

• Click on the edit icon () to change information for each employee.
• Click on the delete icon ()  to remove the employee.

Edit Employees

General Purpose: Use this form to edit information on employees of your company that are not authorized GradeBeam users.

• Last name is a required field.
• Click the Save button when you are done.

Manage UCI Codes

General Purpose: Click on available UCI codes to indicate your expertise.

• Select a category to view UCI Codes underneath it.
• Select UCI Code(s) and click on the Add button to add the UCI Code(s).
• To select multiple UCI Codes at once, hold down the CTRL or SHIFT key down while you make your selection.
• Click the Save button when you are done.
• View the GradeBeam Master UCI List.

Manage Counties Served

General Purpose: Click on available counties to indicate those you serve.

• Click on the Add button to add a selected county.
• Click the Save button when you are done.
• Only the states shown have counties associated with them.
• To select multiple counties at once, hold down the CTRL or SHIFT key down while you make your selection.

Manage Work Types

General Purpose: Click on available work types to indicate your experience.

• Click on the Add button to add selected work type.
• Click the Save button when you are done.
• To select multiple work types at once, hold down the CTRL or SHIFT key down while you make your selection.

Manage Certifications

General Purpose: Enter certification information applicable to your organization.

• Certification Type and Agency are required fields.
• Current certification(s) are listed below.
• Click on the delete icon ()  to a remove certification.
• Click on the edit icon ()  to edit a certification.

Request Qualifications Access

General Purpose: Request access to another organization's qualifications.

• If applicable, enter comments to be sent to another organization.
• Click "Send Request" to notify an organization about your request.
• A request can only be sent if no access has been granted or there are no outstanding requests to the organization.

Manage Qualifications Access

General Purpose: Manage organizations which have access to your organization's qualifications.

View By Request

• View the list of organizations that have requested access to your organization's qualifications.
• Click [Grant Access] to grant the requesting organization access.
• Click [Deny Access] to remove the requesting organization from your request list.
• The "Granted Access" box contains the list of organizations that you have granted access to your qualifications.
• To remove qualifications access to an organization that has already been granted access, either select the organization's name from the "Granted Access" box and click the Remove button or click the Remove ALL button to remove access of all organizations.
• Click the Save button when you are done.

View By Name

• To begin your search, enter in at least three characters and click the Search button.
• Select organization name(s) and click on the Add button to grant the organization(s) access.
• To select multiple organizations at once, hold down the CTRL or SHIFT key down while you make your selection.
• Click the Save button when you are done.

View Qualifications Access

General Purpose: View a list of organizations that have granted your organization access to view their qualifications.

• If your organization has been granted access to an organization's qualifications, click on [View Qualifications] to view the information.
• If you have already requested access to an organization's qualification and the request has not been granted, click on [Cancel Request] if you would no longer like the be granted access.

Edit My Qualification

General Purpose: Enter qualification information applicable to your organization.

• Click [Print Preview] to view all qualification information.
• Required fields are marked with an asterisk (*).
• Click [Manage My Qualification Access] to manage which organizations have access to your qualification information.

Qualification

• Click the Save button when you are done entering your organization's information.

Project References

• Click the Save button when you are done entering your organization's information.
• Click the delete icon ()  to remove an existing project reference.

Credit References

• Click the Save button when you are done entering your organization's information.
• Click the delete icon ()  to remove an existing credit reference.

Vendor References

• Click the Save button when you are done entering your organization's information.
• Click the delete icon ()  to remove an existing vendor reference.

View Qualification

General Purpose: View Qualification information for another organization.

• Click [Print Preview] to view all qualification information.

Edit Contact

General Purpose: Use this form to add, edit, and remove your organization’s contact information.

• These are public contacts that may be viewed without restriction.
• Click on the edit icon () to change information for each contact.
• Click on the delete icon ()  to remove the contact.
• Contacts can be used to fill the Attention field in the Create Project wizard.

Manage Additional Information

General Purpose: Enter additional information about your organization.

• All information except for Organization Login is available to the public.
• Organization Login is used in the Organization field for logging into the GradeBeam system.

Manage Users

General Purpose: Use this form to add, edit, and delete information on user accounts within your organization.

• An "Administrator" has both read and write access to all user information for your organization.
• "Users" have read-only access to organization information, and read/write access to their own information.
• Click on the edit icon () to change information for each user.
• Click on "Add User" to add another user for your organization.

Edit User

General Purpose: Edit/Add user information.

• When adding a new user, a new employee will automatically be added as well with matching information. Note that any changes made to the user information after it's creation will not change employee information. To change employee information, go to Manage Employees.
• If you are editing a user, click on "Change Password" to change that users password.

Manage Groups

General Purpose: View, add and delete group members from each group.

• By checking the "Receive Alert?" box you request to receive notification of changes in location and contact information for the organizations within the specified group.
• You may view the names of member organizations by clicking on the group name.
• Click on "Add Group" to add another group for your organization.
• Deleting a group will delete associations with organizations underneath it.

Manage Group Members

General Purpose: View and edit groups created by your organization. Each group is made up of subcontractors.

• Click on the organization name to view information about that organization.
• Click on the delete icon ()  to remove the association of that organization with the group.
• Clicking on "Add Group Member" will bring you to the directory where you can add organizations to the selected group.

Manage Attributes

General Purpose: Enter in values for your pre-defined attributes about the organization you are viewing.

• All information is private to your organization.
• When you are done entering in a value for the attribute, click the Save button.
• Click on "Add Attributes" to add another private attribute.

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Add Attributes

General Purpose: Enter in private attributes to set values about all organizations.

• All information is private to your organization.
• Deleting an attribute will delete all values associated with it.

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Organization

General Purpose: View information about a selected organization.

• Additional information is public information entered in by the organization you are viewing.
• Click on "Add Comment" to record your private feedback about the organization.
• Comments can only be deleted by an administrator or a user which created it.

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Manage Contacts

General Purpose: View and edit information for public contacts for your organization.

• Click on the edit icon () to change information for each contact.
• Click on the delete icon ()  to delete a contact.
• Click on "Add Contact" to add another contact for your organization.

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Private Contacts

General Purpose: View and edit information for private contacts your organization has set up for another organization.

• All information is private to your organization.
• Click on the edit icon () to change information for each contact.
• Click on the delete icon ()  to delete a contact.
• Click on "Add Contact" to add another contact for your organization.

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Public Contacts

General Purpose: View information for public contacts the organization you are viewing has set up.

• The default contact is indicated by an arrow.
• Click on the contact's name to view contact detail.

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ITB's To Organization

General Purpose: This is a summary of ITBs sent to the specified organization from my firm along with a historical track record for this organization.

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ITB's From Organization

General Purpose: This is a summary of ITBs received by my firm from the specified organization along with a historical track record for this organization.

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My User Account

General Purpose: Use this form to record information about your user account.

• Required fields are marked with an asterisk (*).
• To indicate preferred mode of message delivery, click to enable email or fax option. A corresponding valid email or fax is required when choosing message delivery type.
• Click the Save button when you are done.
• Click on "Change Password" to change your login password.

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My Reports

General Purpose: Click view or download for specified report.

• Files download in XML or Tab Delimited format. Tab Delimited reports can be viewed in Microsoft Excel.
• When viewing the "Export Public Organizations" or "Export Public Contacts", the last updated date range will bring back information that has been updated between the dates indicated.
• Click on "View" to show the report chosen from the drop-down menu (if applicable).
• Click on "Download" to download the report chosen. Files will download in .dat format but are in XML or Tab Delimited format. File extensions should be changed from ".dat" to ".xml" if xml is chosen.
• When viewing reports, click on "Print" to print out the report.

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Directory in Create Project Wizard

General Purpose: Enter specifications to search for subcontractors within desired UCI code. Invite selected subcontractors to bid on the current project.

• At least one search criteria must be selected in order to continue with a search.
• To select UCI Codes to search for, click on [Choose UCI Codes] and select the UCI Codes from a category. Click "OK" to return to the directory and continue your search.
• When choosing a criteria from the drop down boxes, the checkbox to the left must be checked in order to search by that criteria.
• Groups available to search for can be created from My Organization under Manage Groups.
• Click to select various specifications, then hit "Search."
• After any search results are available, click "Invite To Bid" button and all checked subcontractors will be invited to bid on the current project. The subcontractors added will only be invited under the UCI Code that was selected from the previous coverage screen.
• Recipients invited can be seen in the table below.
• Click the delete icon ()  to remove the subcontractor from the invite list. Click the Next Button to continue through the creation of your project.

Basic Search

• Use this form to perform a basic search for subcontractors to meet your project needs. Click to select group and/or UCI code, or type in the subcontractors’ name for more information.
• At least three characters are required to search by Organization Name.

Advanced Search

• Use this form to perform a basic search for subcontractors to meet your project needs. Click to select group and/or UCI code, type in the subcontractors’ name, select a county for a state that is selected, select a work type, certification or select an attribute and enter in a value for more information.
• Counties available to search for can be chosen by selecting a state first. A county must be selected to continue with the search.
• Attributes available to search for can be created from My Organization under Manage Attributes. An exact value for the attribute selected must be entered. To set these values, click on a subcontractor's name and change private attribute values.

Search Results

• Search results produce subcontractors meeting your specifications. If you have chosen to search by UCI Codes, search results will include any organization which is associated with any of the UCI Codes. If you have chosen to search by any other criteria, search results will include any organization which is associated with all criteria chosen.
• Click on Subcontractor’s name for detail.
• To filter down your search, select any letter from the search results header to view organization that meet that criteria. To reset your search, click the search button again.
• Click on [View All] to view the entire result set.

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Directory

General Purpose:  Enter specifications to search for subcontractors. Selected subcontractors can be added to a pre-defined group.

Directory Search

• At least one search criteria must be selected in order to continue with a search.
• To select UCI Codes to search for, click on [Choose UCI Codes] and select the UCI Codes from a category. Click "OK" to return to the directory and continue your search.
• When choosing a criteria from the drop down boxes, the checkbox to the left must be checked in order to search by that criteria.
• Groups available to search for can be created from My Organization under Manage Groups.
• Click to select various specifications, then hit "Search."
• Use the drop down box at the bottom of the page to select a group. Clicking "Add" will add the selected organizations to the chosen group.

Basic Search

• Use this form to perform a basic search for subcontractors to meet your project needs. Click to select group and/or UCI code, or type in the subcontractors’ name for more information.
• At least three characters are required to search by Organization Name. 

Advanced Search

• Use this form to perform a basic search for subcontractors to meet your project needs. Click to select group and/or UCI code, type in the subcontractors’ name, select a county for a state that is selected, select a work type, certification or select an attribute and enter in a value for more information.
• Counties available to search for can be chosen by selecting a state first. A county must be selected to continue with the search.
• Attributes available to search for can be created from My Organization under Manage Attributes. An exact value for the attribute selected must be entered. To set these values, click on a subcontractor's name and change private attribute values.

Search Results

• Search results produce subcontractors meeting your specifications. If you have chosen to search by UCI Codes, search results will include any organization which is associated with any of the UCI Codes. If you have chosen to search by any other criteria, search results will include any organization which is associated with all criteria chosen.
• Click on Subcontractor’s name for detail.
• To filter down your search, select any letter from the search results header to view organization that meet that criteria. To reset your search, click the search button again.

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Directory UCI

General Purpose: Select UCI Codes to add to the search on the Directory.

• Select a category to view UCI Codes underneath it.
• Select UCI Code(s) and click on the Add button to add the UCI Code(s).
• To select multiple UCI Codes at once, hold down the CTRL or SHIFT key down while you make your selection.
• Click the OK button when you are done.
• If you are in the Create Project Wizard, selecting a UCI Code from this screen will only add the UCI Code to the search. This will not add a UCI Code to the project or package.
• View the GradeBeam Master UCI List.

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Public Opportunities - Notice

General Purpose: View information about a bidding notice.

• The bidding notice is informational. Contact the bidding notice contact for further information.

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Manage Classifieds

General Purpose: View and edit classified information.

• Click on the edit icon () to change classified information.
• Click on the camera icon () to view the image associated with your classified.

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Edit Classifieds

General Purpose: Use this form to edit classified information.

• Title, Type and Expiration Date are required.
• At least one field for contact information is required (Phone, Fax or Email).
• To upload an image, click on Upload Image.
• If an image has already been uploaded, click on the edit icon () to change the classified image.
• If an image has already been uploaded, click on the camera icon () to view the image.
• Classifieds that have expired will no longer appear in the GradeBeam Community regardless of it's status.
• All classified that are open will be shown in the GradeBeam Community unless they have expired.
• Click the Save button when you are done.

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Classifieds

General Purpose: View the GradeBeam Community's Classifieds.

• Classifeds that have expired will no longer appear in the GradeBeam Community.
• Use the drop-down menu to view all classifieds, or those within a specific classified type.
• If there are more than ten classifieds in a specific type, click on "View More ...." to see the all classifieds for that type.
• Click on the camera icon () to view the image associated with the classified ad.

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Upload Classified Image

General Purpose: Add an image to your classified ad.

• Uploaded images must be a JPEG (.jpg or .jpeg) or a GIF (.gif) file.

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VIP Member

GradeBeam members now have the option of selecting VIP MEMBER status when registering on the GradeBeam system. VIP Member status provides enhanced visibility within the GradeBeam system allowing your firm to “stand out” and be noticed. VIP Member firms will be listed in the directory in a large, blue colored font, in ALL CAPITAL LETTERS and be designated with the eye-catching GradeBeam logo next to their organization’s name. Organizations selecting VIP Member status can choose to have a color version of their company's logo listed on their GradeBeam information screen as well as a direct link to their company's website from anywhere that their VIP Member name is listed on GradeBeam. As a result, VIP Members gain increased exposure to the other industry professionals doing business on GradeBeam and can attract customers to their website. Furthermore, VIP Member status is limited and is only available to 10% of the GradeBeam community.

Please contact GradeBeam by phone (312-321-9104), fax (312-321-9107) or E-mail (clientservices@gradebeam.com) to become a VIP Member. To view an example of a VIP Member listing on the GradeBeam system, go to the Directory and search for Organization Name: GradeBeam.

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INTERNET MEMBER

Internet Members are listed higher than other firms in GradeBeam to illustrate that they are technology leaders who have secure access to GradeBeam for updating their contact information, maintaining the accuracy of their business qualifications, reviewing project information online and responding to invitations through the system. GradeBeam Internet Members communicate efficiently through the website which saves time for GradeBeam Users to focus on estimates, contracts and project management.

Companies can register as GradeBeam Internet Members by contacting GradeBeam by Phone 312-321-9104, Fax 312-321-9107, E-mail (clientservices@gradebeam.com) or by visiting https://www.gradebeam.com/register.asp

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All Rights Reserved.