Active target groups: send out automatic document requests and requirements are shown on the ‘all requirements’ page by default.
Inactive target groups: only show client insight and the graph on the dashboard, but do not actually result in automatic document requests. The ‘all requirements’ page does not show requirements of ‘inactive’ target groups by default. You can still find them by filtering on ‘inactive’ requirements.
To activate a target group, you can select ‘activate’ by clicking the three dots on the right side.
As you may have multiple target groups for the defined requirement cards, you can also activate one target group whilst leaving the other target groups inactive.
TIP: If you want to set up a requirement rule to get client insights and see the dashboard graph, you need to ‘inactivate’ the target group since as explained earlier: no automatic document requests will be sent out for inactive rules. Suspension is then left to only impact requirements that are meant to send out requests.
Tip: If you want to see Inactive requirements in the compliance overview graph, please add this filter shown above.
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