Creating Requirements

Create requirements from:

• Requirements list view

• Authoritative documents

• Reggi view

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.

To create Requirements in Reggi:

1. Go to the Reggi page.

2. Enter a search term to generate the requirement. E.g. ‘Equal Credit Opportunity’

3. Click on the prompt “Draft the requirements”.

4. Review related source links and choose one.

5. Clicking on the source link will navigate to the corresponding Authoritative Document.

6. Use the instructions for creating a requirement from Authoritative Documents.

Requirement Creation Workflow by using Reggi

Reggi can generate requirements in a standardized format, using the provided information or selected text.

To create a Requirement by using Reggi:

1. Go to the Law Library.

2. Select the authoritative document of interest.

3. Click the Reggi icon within the document to start generating requirements for a chosen section or part.

4. Reggi will display the generated requirements in its side panel.

5. Review the multiple requirements available.

6. Click "Save Draft" to store a particular requirement. 

7. After saving, an "Open" button becomes available.

8. Click it to view detailed information about the stored requirement. 

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.

   

3. Enter a Name and Description for the Requirement.

   

4. Click Save to create the requirement.

Follow to the Requirement Details page.

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

6. Search and select the required citation.

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

8. 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.