About the Requirements Page
The Requirements page lists all of the requirements your organization is tracking. On this page, you can see all of your organization's requirements and use controls to add new requirements and manage existing ones. Following are common examples of requirements: Valid Driver's License Check, Fingerprinted, Medical Physical, Safe Environment Training, and Drug Test.
Overview of the Requirements Page
Overview of the Requirements Page
The illustration below identifies the main elements on the Requirements page. Click a link on the diagram to jump to a description of the element later in this topic.
Breadcrumbs
Breadcrumbs are the navigational trail that lets you know which page you are now on as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.
Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently on the Requirements page:
Clicking Home takes the user back to the Home page.
Add Button
This button opens a blank Requirement Detail form where you can add a new requirement record. For details, go to How to Add a Requirement Record. After you add a record, it appears in Requirements grid.
Search and Filter Controls
The Search field and filter controls help you find requirements records that match one or more criteria.
Search Field
The Search field lets you find a specific requirement record. If desired, you can set the Search field's focus on a specific target input, such as the name of the requirement, its description, or its name and description. To do this, click 
and select the checkbox for the desired search target.
After indicating how you want to search, type one or more letters into the field to view a list of matching requirements. For example, to find "Drug Test," you could select the Name target's checkbox,
type "drug" or even "ug" into the search field, and then click 
to start the search.
Search Filters
Use the search filters to filter the list of requirements by the category they are assigned to and/or by their status.
- Category
The default value for this filter is All Categories. To view a list of requirements in a specific category, select the desired category in the dropdown list. For example, to view all background check requirements, select Background Checks.
- Status
The default value for this filter is All Statuses. To filter the list of requirements by status, select the desired status in the dropdown list. For example, to view all inactive requirements, select Inactive Only.
Apply Button
After you enter a value in the Search field or select filter settings, click to begin the search. The grid updates to show requirements matching your search or filter criteria.
Reset Button
Click to clear your Search or filter results.
Toolbar
The toolbar contains a set of frequently used command buttons. These buttons are described below. In the list below, click an item to expand it and view its description.
Opens the online Help documentation.
The two layout buttons let you change the way you view requirements data. Each view has its advantages and disadvantages. Select the view that suits the device you are using, your preference for viewing information, and your style of working:
-
Grid View (default layout for viewing records):click this button to display your data in a traditional table format. Each record occupies a single row, and column headers identify data fields
in the record. The column headers in this view are clickable, which allows you to sort records in the grid by the data in the column. For details on using the column sort function, go to Sortable Column Headers.
At the beginning of each row, two buttons are available for managing a record:
Requirement Detail: opens the record to let you view and edit details for the requirement.
Delete Requirement: removes the requirement.
Use the Items per page dropdown list at the bottom of the page to select the number of records to display per page:
-
Card View: this layout arranges the records in separate containers that resemble index cards. Each card contains one record and gives an at-a-glance summary of key information in the record.
Each card contains two buttons to let you manage a record:
Requirement Detail: opens the record to let you view and edit details for the requirement.
Delete Requirement: removes the requirement.
Use the Items per page dropdown list at the bottom of the page to select the number of cards to display per page:
The two layout buttons let you change the way you view requirements data. Each view has its advantages and disadvantages. Select the view that suits the device you are using, your preference for viewing information, and your style of working:
-
Grid View (default layout for viewing records):click this button to display your data in a traditional table format. Each record occupies a single row, and column headers identify data fields
in the record. The column headers in this view are clickable, which allows you to sort records in the grid by the data in the column. For details on using the column sort function, go to Sortable Column Headers.
At the beginning of each row, two buttons are available for managing a record:
Requirement Detail: opens the record to let you view and edit details for the requirement.
Delete Requirement: removes the requirement.
Use the Items per page dropdown list at the bottom of the page to select the number of records to display per page:
-
Card View: this layout arranges the records in separate containers that resemble index cards. Each card contains one record and gives an at-a-glance summary of key information in the record.
Each card contains two buttons to let you manage a record:
Requirement Detail: opens the record to let you view and edit details for the requirement.
Delete Requirement: removes the requirement.
Use the Items per page dropdown list at the bottom of the page to select the number of cards to display per page:
Requirements Grid
The grid lists all of the requirements created for your organization. Requirements are displayed in a table or card format, depending on the layout view selected. For descriptions of the layout views, see the Layout toolbar button.
Sortable Column Headers
In the grid view, you can sort requirements records by the value in any one the columns. To sort, simply click the desired column header. For example, to sort entries in the grid in alphabetic order by description, click the Description header.
When you click a header, a directional arrow appears on the header to indicate the order in which the information is sorted:
Click the column header once to sort the values ascending order. Click the column again to reverse the sort.
: ascending order (alphabetically from A to Z; numerically from lowest to highest).
: descending order (alphabetically from Z to A; numerically from highest to lowest).
Requirements
The grid lists the requirement records currently configured for your organization. The grid provides the following information for each requirement:
- ID: the unique numeric string identifies the requirement in the SEP system.
- Name: label or title given to the requirement.
- Description: several words that provide details to define and clarify the requirement
- Category: the group in which the requirement belongs: Background Checks, Trainings, or Other.
- Due (Days): number of days remaining until completion of the requirement.
- Expires (Months): number of months until the the requirement expires.
- Status: indicates the status of the requirement. For descriptions of the status values, go to Fields on the Requirements Panel.
Requirement Detail Links
Click a requirement's name link to open the requirement record to view details about the requirement. In the requirement record, you can perform these tasks:
- Edit a requirement (for instructions on changing a requirement's details, go to How to Edit a Requirement Record).
- Delete a requirement (for instructions on deleting a requirement, go to How to Remove a Requirement.
Page Navigation Buttons
The page buttons in the lower left corner let you navigate quickly through a tab that has multiple pages of records:
: takes you directly to the page number. For example, clicking 3 takes you to the third page of records.
: takes you one page back from the page you are currently viewing.
: takes you one page forward from the page you are currently viewing.
: takes you to the first page.
: takes you to the last page.
Show Menu
The Show menu in the lower left corner lets you choose the maximum number of records to display at a time.
The default is set to 10. To change the number or records, click to open the menu. Then, select a value of 25, 50,
or 100, as shown below:
To speed up page loading, select a lower value.
Total Record Count
The total number of records is displayed in the lower right corner. As shown in the following illustration, the user is viewing records 1 - 16 of 16 total records:
Related Topics
How to Add a Requirement Record
Fields on the Requirements Panel
How to Edit a Requirement Record
How to Filter the List of Requirements