Setting up Advanced Requirement Rules

The advanced requirement rules allow you to specify you requirements even more by adding more metadata to the requirement rule. You can review and accept documents based on their standard (e.g. gold; silver or bronze), grade or level (1;2;3 etc.). By adding an additional level of detail to requested documents, you can get even more insights into your supply chain. Once you set your company's standards, the platform automatically reviews your suppliers compliance. Therefore, once you set the requirement rules including a grade, the system runs by itself. 

The supplier receives the request like before and does not receive a request for a grade, keeping the process of uploading documents as it is known to ensure that suppliers continue uploading documents.

Step - by- step:

You start by navigating to the tab "Requirement rules" and create a new requirement rule by clicking on "+ New requirement rule". Now you add a requirement card, give it a name and click on "Next" (bottom right). On this page the new functions come in. First, you select if you want to add a requirement on organisational or product level and then click on "+ add document types".

After clicking on "+ add document types", you select the documents for the requirement card. After you selected the correct documents, it will look like this: 

By clicking on "+ add compliance details (optional)" you can make the requirement rule more specific. 

First, you select the metadata field that you want to include. To do so click on "select field" and then the value that is needed for your requirement.

Then you select the operator and specify if the metadata should include the following value or should not include it (as shown below).

Lastly, you select the value that is supposed to be shown on the document. That value represents the compliance details or standard that you need from the document.

Here is a list of documents supported by the advanced requirement rules and the fields that can be selected: 

Document Type	Field name	Field Value Options
Certificate - GRASP Database extract - GRASP	overall assessment result	Not applicable Not compliant Not compliant but some steps taken Improvements needed Fully compliant
Inspection report - GRASP	overall assessment result	Not applicable Not compliant Not compliant but some steps taken Improvements needed Fully compliant
Certificate - FSSC 22000	multisite
Inspection Report CAPR report	Audit type	Full Full Initial Full Follow-up Periodic Partial Follow-up Partial Partial Other
Inspection Report CAPR report	Audit date type	Announced Semi-Announced Unannounced
Inspection Report CAPR report	Audit Pillars	Labour Standards Health & Safety (plus Environment 2 Pillar) Environment 4-pillar Business Ethics
Inspection Report CAPR report	Non-conformities present	Yes No
SIZA - Certificate (social)	Audit rating	Platinum Gold Silver Bronze Non-compliant
SIZA - Certificate (environmental)	Audit rating
SIZA - CAPR report (Environmental)	Audit rating
SIZA - CAPR report (Social)	Audit rating
Certificate - Rainforest Alliance	Certificate type	Farm Certificate Supply Chain Certificate Group Certificate Single-Site Certificate Multi-Site Certificate
Certificate - Rainforest Alliance	Certification option
Certificate - BRCGS Food	Grade	AA A B C D Uncertified AA+ A+ B+ C+ D+
Certificate - BRCGS Food	Product Categories	Raw Red Meat Raw Poultry Raw Prepared Products (Meat and Vegetarian) Raw Fish Products and Preparations Fruits, Vegetables, and Nuts Prepared Fruit, Vegetables, and Nuts Dairy and Liquid Egg Products Cooked Meat and Fish Products Raw Cured and/or Fermented Meat and Fish Ready Meals and Sandwiches Ready-to-Eat Desserts Low/High Acid Products in Cans/Glass Beverages Alcoholic Drinks and Fermented/Brewed Products Bakery Dired Foods and Ingredients Confectionery Cereals and Snacks Oils and Fats
Certificate - IFS Food	Product Scope	Red and white meat, poultry, and meat products Fish and fish products Egg and egg products Dairy products Fruit and vegetables Grain products, cereals, industrial bakery and pastry, confectionery, snacks Combined products Beverages Oils and fats Dry goods, other ingredients, and supplements Pet food
Certificate - IFS Food	Level	Higher Foundation
Certificate - IFS Food	Version	Version 7 Version 8
Certificate - IFS Food	Assessment type	Announced Unannounced
Inspection report - SMETA	Audit date type
Inspection report - SMETA	Audit pillars
CAPR report - SMETA	Audit date type
CAPR report - SMETA	Audit pillars
Certificate - QS Production	Regionalfenster
Certificate - QS Production	QS Production Scope
Certificate - QS Production	FIAS