How to Renew Expiring and Expired Requirements
The system automatically checks the status of requirements daily and issues an expiring notification for requirements whose term is set to end within the next 30 days. This topic shows you how to create a new requirement for an expiring or expired one.
You must have Individual Requirements + View Detail + Modify permissions
to perform this task.
It is not possible to simply update the record for a requirement that has expired or set to expire soon. You must create a new requirement record.
Follow your organization's policies and procedures for renewing requirements. For example, your organization may require you to wait until the requirement expires before creating one to replace it, while other organizations allow you to create
a new requirement before the existing one expires.
- 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 with expiring and/or expired requirements. To do this, open the Filters panel and set the filters in the Requirement State group to Expiring and/or Expired.
The Individuals grid refreshes and shows the names of individuals matching your search criteria. - Click X to close the Filters panel. Alternatively, click your mouse on the shaded area on the left to close the panel.
- Complete the following to renew a requirement:
- Click an individual's name link to open their record.
- Scroll down to the Requirements panel.
- Click
to open a new requirement record. - Enter information into the fields. For descriptions of the fields, go to Fields on the Requirements Panel.
- Click
.
The system adds the new requirement to the individual's profile. If you are renewing an expiring requirement, the system deactivates the existing one and replaces it with the new one.
If desired, you can click 
to view all of the inactive requirements in the
individual's record.