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Requirements

You can view how this module works below. Simply click the links on the left to view the 'How To' information.

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How To:
1. Import Requirements from Library
2. Create a Requirements Register
3. Manage Registers
4. Create Chapters
5. Create and Edit a Requirement
6. Setting Compliance Status
7. Updating legal register alerts and tags

Create a Requirements Register

Available for user levels:

  • Account Adminstrator
  • Manager

Requirements Registers are simply folders that will allow you to control and manage all of your compliance requirements in one place. 

Registers can be created automatically in the Legislation and Library modules to create Legal Registers and Management Templates, or you can build them manually for anything else.

To create a new Register:

  1. Click the New Register button
  2. Enter the name of the register
  3. Select if the register will be private
  4. Click Save

A new register will be created and you can start to add Requirements by clicking the New Requirement button

If the Register is Private only Account Administrators will be able to access it. Account Administrators can add user groups to the Register to allow other users to access it.