Creating Requirements

Requirements can be created in several ways depending on your workflow — directly from an authority document, from highlighted text or a specific section, or manually from the Requirements list view.

Creating Requirement Manually from an Authority Document

1. Navigate to the authority document.

2. Click the Requirement dropdown in the right-side panel and select Assign Requirement.

3. Use the Search bar to find and assign an existing requirement, or click Create to add a new one.

Creating From Requirements List View

You can manually create a requirement from the Requirements list view:

1. Click Requirements in the left navigation bar.

   

2. Click the Add icon in the top-right corner.

   

3. Fill in the Name and Description fields.

4. Click Save to create the requirement.

Creating a Requirement from Highlighted Text in an Authority Document

1. Highlight the Relevant Text
   Select the portion of the authority document that defines a regulatory requirement.

2. Click the “Add Requirement” Icon

   • Hover over the highlighted text until the action menu appears.

   • Click the document icon labeled “Add Requirement.”

3. Enter Requirement Details

   • Provide a title and description for the requirement.

4. Save the Requirement

   • Click Save to add the requirement to your compliance management framework.

Creating a Requirement from a Section in an Authority Document

Requirements can be created directly from a section within an Authority Document (AD):

1. Navigate to the relevant section and click the Create Requirement icon displayed at the section level.

2. The Create Requirement dialog opens with the following fields automatically populated based on the selected section:

• Name – Derived from the section title

• Description – Includes the full section content

• Citation – Referencing the selected section

  

The auto-populated fields remain editable prior to saving. Multiple requirements may be created from the same section, and section-level creation does not restrict clause-level requirement creation. This behavior applies consistently across ADs, Bills, and Custom Corpus.