Creating and Deleting Requirements

Requirements are the competencies identified by your organisation as necessary for its people to have or to attain. These may include training, qualifications, experience, statutory checks and/or licenses.

Some examples would be:

• Forklift licence, Driver's licence
• Working with Children Check
• University Degree / TAFE qualification
• Induction training

To view the list of all Requirements:

Click on the Requirements button at the top of the page.

You can then click on any Unique ID to view more information about that Requirement.

To create a new Requirement:

Use the add icon at the top of the list to create a new Requirement. You will need to provide the information shown below. If you have not created the relevant Category or Requirement Type, you will need to do that first.

To deactivate a Requirement:

You can deactivate a Requirement by selecting the  edit icon shown below, then changing the status to inactive. You can also do this using the edit button from the individual Requirement's page. Once it is inactive, it will be hidden from the main list, but can be found by filtering the results using the more* button. Deactivating is reversible; you can use the edit icon again to restore it to active.

To permanently delete a Requirement (admin only):

To delete a Requirement, it must first be made inactive. You can use the more button to filter results to inactive or any, then use the bin icon to permanently delete the Requirement. All associated data, such as Records, will also be permanently deleted. This is not reversible.

 *The three options of the more icon are:

• Active: This will only show active Requirements
• Inactive: This will only show inactive Requirements
• Any: This will show all Requirements, active and inactive.