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Requirements

Requirements is the core of your system, storing the requirements you must adhere to for a given framework, or standard.

Requirement Dashboard

The Requirements Dashboard shows all of the Requirements in the system with a graphical overview of the status of the Requirement(s).

You can click on one of the Requirements to view the requirement tree.

Requirements Dashboard

You can open each sub-requirement by either clicking on it in the side-bar, or scrolling down on the first page to the Sub Requirements section.



Requirement Actions

Some sub-requirements may have regular or once off tasks associated with them. To add an action to a requirement, first open the page for the sub-requirement.

Scroll down the page to the Actions section. Click on the blue button that says, "New Action" and select an action type from the drop-down menu.

Requirements Actions

Fill in the details, ensuring there is at least one Master Question and click Submit to save.



Creating Requirements

You can create new requirements from the Requirements Dashboard. To do this, click the blue Create New Requirement button on the top right of the page.

Requirements New

From the drop-down menu, select a type of requirement. You can create new types of requirements in the Pages section under System Config.

Requirements New

Fill out the details and click Submit to save. If you selected the wrong requirement type, you can change it using the drop-down menu at the top next to the Requirement Type field.

Requirements New

Creating Sub-Requirements

To create sub-requirements, click on the requirement you want to make sub-requirements for.

Under the Sub Requirements section, click Create New Sub-requirement and fill in the details.

Sub-Requirements New

Click Submit to save.

Keep repeating this until you have created all the sub-requirements.

The requirement tree will appear on the sidebar on the left side of the page.

Requirement Tree



Closing Requirements

Before you can close a requirement, all the actions and sub requirements must be closed.

To do this, click Edit on the Action or Sub-Requirement and click Close in the top right corner.

Requirements Close

It will prompt you to confirm with a drop-down menu. Click Confirm Close and it will be closed.

Requirements Close

Repeat this for other Actions or Sub-Requirements that you would like to close.

Note

All dependents must be closed before a Requirement can be closed. This means all Sub-requirements and Actions associated with them must be closed before you can close the requirement tree