4.2 Setting up your Requirement Rules

Terms used:

Requirements rules: Has one or multiple requirement cards and is subject to one or more target groups.

Requirement cards: Exist in a requirement rule. there are 2 types, must-have (need to have this document) and nice-to-have (not required but good to have).

For more information on nice to have and must have cards click here.

Below is a summary of the process and how the rules work. This will help you understand the logic on how to set these up. 

To make setting up your requirement rules easy, here are some steps to follow:

Step 1: Go to Requirement rules in the top bar.

Step 2: On the right top corner create a new rule by clicking on '+ new requirement rule'.

Step 3: You can now name the rule and add a description if you want (for internal communication, it is not displayed in the request send out)

Step 4: Open the rule by clicking on it and add a requirement card, name them and assign the document you want to request. You can add multiple documents to one card, ❗Be aware that one card is requesting one document, adding multiple to one card indicates one OR the other. When there are multiple documents you want to request form the same target group, you need to make a NEW CARD.  

Step 5: Additionally, you can add a template to your card if you want the supplier to fill in a certain form, this template will be retrieved from 'own documents'.

Step 6: Define your target group, this can be done on basis of for example tags, countries and/or types or other groupings of organisations. 

Step 7: When you have checked the target group and your requirements cards that tell you which documents you are requesting, you can now activate your requirement rule.

There are different target group statuses.

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.   

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.

Red Icon Indicates that - the target group has not been created yet.

Yellow Icon Indicates that - the target group is set to inactive and therefore does not result in automatic document requests

Green Icon Indicates that - the target group is active, thus resulting in automatic document requests