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  • Requirements list view

  • Authoritative documents

  • Reggi view

From

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To get started:

  1. Click Requirements in the main menu.

  2. Click the Add icon in the top-right corner.
    The ‘Add New Requirement’ modal appears.

    Screenshot 2024-01-25 at 10.40.51 AM.pngImage Removed
  3. Enter a Name and Description for the Requirement.

    image-20240125-051313.pngImage Removed
  4. Click Save to create the requirement.

Follow to the Requirement Details page.

  1. Add citations using the Create icon and the Citation modal.

  2. Search and select the required citation.

  3. Click on Map Citation(s) to map the citation(s) to the requirement.

  4. Use the Requirement Information section to update details associated with the Requirement.

    1. Click and select a Requirement Category.

    2. Click and provide a Requirement Citation.

    3. Click and provide a Requirement.

    4. Click and provide a Requirement Notes.

  5. Use the Stakeholders section to update the stakeholders associated with the requirement.

    1. Click and select an Advisor.

    2. Click and select an Editor.

    3. Click and select a Reviewer.

    4. Click and select a Business Risk Officer.

From Authoritative Documents

In any Authoritative Document, users can simply click on the requirements icon to create them, and use the Reggi icon to generate or draft requirements.

To create a Requirement for an Authoritative Document:

  1. Navigate to the Authoritative Document, click the Requirement dropdown in the right-side panel, and click on Assign Requirement.

  2. Use the Search bar to find and assign an existing requirement.

  3. To create and assign a new requirement, click Create.

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the

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From the Reggi View 

Requirements can also be generated from Reggi. Simply search for a regulation, review source links, select one of the authority documents, and generate requirements based on the selected source.

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This method ensures a seamless connection between the Authoritative Document and the generated requirements.

From Authoritative Documents

In any Authoritative Document, users can simply click on the requirements icon to create them, and use the Reggi icon to generate or draft requirements.

To create a Requirement for an Authoritative Document:

  1. Navigate to the Authoritative Document, click the Requirement dropdown in the right-side panel, and click on Assign Requirement.

  2. Use the Search bar to find and assign an existing requirement.

  3. To create and assign a new requirement, click Create.

Alternatively, extract requirements directly from text sections in an Authoritative Document by selecting the Requirements icon from the menu options. Complete the description details and save the Requirement form.

From Requirements List View

To get started:

  1. Click Requirements in the main menu.

  2. Click the Add icon in the top-right corner.
    The ‘Add New Requirement’ modal appears.

    Screenshot 2024-01-25 at 10.40.51 AM.pngImage Added
  3. Enter a Name and Description for the Requirement.

    image-20240125-051313.pngImage Added
  4. Click Save to create the requirement.

Follow to the Requirement Details page.

  1. Add citations using the Create icon and the Citation modal.

  2. Search and select the required citation.

  3. Click on Map Citation(s) to map the citation(s) to the requirement.

  4. Use the Requirement Information section to update details associated with the Requirement.

    1. Click and select a Requirement Category.

    2. Click and provide a Requirement.

    3. Click and provide a Requirement Notes.