How to track a Requirement in the Self Assessment

Modified on Fri, 11 Apr at 1:28 PM

All requirements visible on your self assessment dashboard will be able to have individual tracking.

The individual requirement will have features that will help companies do the following:

Choose an Assignee of the requirement which will be a Team Member who is part of the company’s profile. This will help individual team members keep track of the requirements they can support best.
Determine a due date which can be for a variety of milestones, some can be related to documentation providing or compiling of records and so on.
Select a status which can show to all or other team members which requirements need particular attention.

The compliance criteria captures the specific data and records that will provide verification for the completion of the requirement. You can select “view action items” to add specific due dates and assignees as well as uploading evidence directly.
This is also a key place to engage with your team by notifying them in the comments.

The compliance criteria card is also where you can provide documentation.