How do I manage requirements?

Overview

Requirements define mandatory criteria or conditions for objectives or activities.

Accessing Requirements

1. Go to the Improvement Plan from the main menu on the left.

2. Once the page loads, click the cog icon in the top-right corner.

3. The Settings panel will slide out.

4. Scroll down to the Lists section.

5. Click requirements.

Adding Requirements

1. Click Add Item.

2. Enter the title of the requirements.

3. Enter the start date.

4. Enter the end date.

5. Click Add.

Editing Requirements

1. Click the edit (pencil) icon next to the requirements you want to update.

2. The edit screen will open.

3. Make your changes and click Save.

Archiving requirements

1. Edit the requirement.

2. Toggle the Active slider to off.

3. Click Save.

Restoring Requirements

1. Edit the requirement from the list.

2. Toggle the Active slider to on.

3. Click Save.