Working with requirements

Click any requirement to enter Focus Mode and start working on it.

Focus mode

  • A border appears around the requirement to set it apart.
  • The source commission and source date are shown (if available).
  • The right sidebar opens, showing all connections and tasks for that requirement.

Show changes

If the requirement was changed in the latest revision, a Show changes checkbox appears.

  • Tick Show changes to turn on the diff view.
  • Added and deleted content is highlighted in distinct colors so you can see exactly what changed.

Action buttons

Each requirement has four action buttons. grey means not yet used; blue means active. A red button means there is a connection warning.

  • Create connection - Lets you create a connection and shows how many connections a requirement has. If there's a warning on a connection, the button turns red ,so you can't miss it.

  • Ownership (Enhanced Compliance) - Lets you create ownership and shows who owns the requirement.

  • Tasks (Enhanced Compliance) - Lets you create tasks and shows the tasks attached to the requirement.

  • Applicability - Lets you set whether a requirement applies to you and allows you to collapse requirements under a parent.

Documented / Reviewed  (Enhanced Compliance)

This feature adds two checkboxes to every requirement — Documented and Reviewed — so you can track progress through the library.

Enable the feature

  1. Go to System > Settings > Compliance Libraries.
  2. Tick Activate Documented/Reviewed and save.
Visibility: Once activated, the checkboxes are visible to everyone with access to Compliance Libraries.

 

 

 

 

 

 

Using the checkboxes

  • Tick Documented when the requirement has been documented.
  • Tick Reviewed when it has been reviewed.

Turning the feature off

Untick Activate Documented/Reviewed in settings. Your previous checkbox selections are remembered — if you switch the feature back on, all earlier marks are still there.

Validity timeline

The validity timeline shows when a requirement is in force — useful when a regulation has changed over time.

  • If a requirement has a Valid from or Valid to date, those dates appear above the regulation text.
  • A grey validity bar spans all requirements with the same number, showing the full history.
  • The currently active date range is highlighted in blue; inactive ranges stay grey.
  • A calendar icon in the bar points to the version currently in force.
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