How to Add a Requirement to an Individual's Profile

You must have Individual Requirements + View Detail + Modify permissions to add requirements to records.

On the Home page, click the Individuals tile to open the Individuals page.
The page opens in grid view. To view the page in card view, click this button in the toolbar: .
Find the individual whose profile you want to add a requirement to. If your list is long, use the search features to find the person you are looking for.
Click the individual's name link to open their record.
To add a requirement, complete the following:
1. Scroll down to the Requirements panel.
2. In the panel's toolbar, click (Add New Requirement).
3. In the Requirement dropdown list, select the requirement you want to add.
4. Under Select Related Assignments, select the checkbox next to each assignment the requirement should be associated with. The list includes only unended assignments that are not already linked to the selected requirement. Additionally, you see only the assignments for the organizations you have permission to access. If you want to add ended assignments to the list, select the Show Ended link, highlighted in the illustration below:
  
  Sometimes, when adding a new requirement, you may need to associate it with an old assignment. Clicking the Show Ended link lets you view all assignments, so you can find the one you are looking for
5. Enter details about the requirement into the form (for example, select a status and specify a due date). For descriptions of the form fields, go to Fields on the Requirements Panel.
Click .

The system displays a message to inform you that the requirement was created: