The table below lists and defines the fields in the Requirements panel.
Requirements Panel Fields |
|
Field |
Description |
Requirement |
Name of the requirement. Examples: Driver Training, Drug Test, Background Screening. If a requirement has attachments, a paperclip icon is displayed to let you know that a file is attached. The number in parentheses indicates the number of attached files. |
Related Assignment |
Shows all assignments the requirement is tied to. |
Indicates the status of the requirement as one of the following: Depending on your organization's policies, you may choose to use all or just some of the Status options in this list to track requirements.
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Started |
The date the requirement was created (entered into the system). Typically, today's date is entered into the field, but you can specify a different date. The system calculates the due date based on the date entered into this field. |
Completed |
The date the individual completed the requirement. The system calculates the expiration date based on the date entered into this field. |
Due |
The date by which the requirement must be completed. |
Expires |
The date after which the requirement is no longer in effect. |
Requirement Method |
The method used to fulfill the requirement. Examples of methods used to fulfill a requirement include online course, in-person training, and passing grade on examination. Select the desired option. The options appearing in this dropdown list must be pre-configured in the Settings > Lookups page. For instructions on creating options for this list, go to How to Create Lookup Options for Requirement Methods. |
Notes |
Comments field where a user can enter notes about the requirement. |
Admin Notes |
Comments field where an Admin user can view abd enter notes about a requirement. |
External ID |
Unique identifier that references the requirement in an external system. The field is important for maintaining referential integrity between the two systems (SEP and the third-party provider). This field is optional. Accepts alphanumeric values. Access to this field is controlled by the Individual Requirements > Modify permission. Only users with this permission are allowed to add and edit a value in the field. |
Source |
Identifies the source of the value in the External ID field. This field is optional. Accepts text values. Access to this field is controlled by the Individual Requirements > Modify permission. Only users with this permission are allowed to add and edit a value in the field. |
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