Form Requirements: Creating and Editing

Requirement management is a critical process within Contractor Management. Hiring Clients can add as many requirements as they’d like to the platform. Once added, requirements can be applied/assigned to Contractors.

Creating a new Form Requirement

1. Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
2. Click on ‘Manage Requirements’ in the upper right corner
3. Click “Create Requirement” in the upper right corner
4. Select the Form requirement type
5. Enter a Form Name (required), Form Description (optional), Impact to Compliance Score (yes/no, optional), Is Recurring (optional)
6. Click “Add New Field” to begin adding fields to the form
7. Select from the following form fields
   • Textbox (single line or paragraph)
   • Select – dropdown or checklist
   • Date/Time
   • Attachments (allowed file types are .png, .jpg, .gif, .pdf, .doc, .docx
   • Sign (signature)
8. Select from the following form structures
   • Heading (creates a heading within the form)
   • Description (allows for description text to be placed within the form)
9. To edit a field within a form, hover over the field and click the “Edit” icon
10. To duplicate a field within a form, hover over the field and click the “Duplicate” icon
11. To delete a field within a form, hover over the field and click the “Delete” icon
12. To reorder a field within a form, long hold (click and hold) “Reorder” and drag the field to the desired position
13. Click “Preview” in the bottom right corner at any point to preview the form
14. Once done adding fields or editing fields, click Save to save your form.

Editing an existing Form Requirement

1. Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
2. Click on ‘Manage Requirements’ in the upper right corner
3. Click on the pencil icon on the far right side of any individual requirement
4. Follow steps 5-14 above

To Delete a Form Requirement

1. Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
2. Click on ‘Manage Requirements’ in the upper right corner
3. Click on the pencil icon on the far right side of any individual requirement
4. Click Delete in the upper right corner

To Clone (duplicate) a Form Requirement

1. Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
2. Click on ‘Manage Requirements’ in the upper right corner
3. Click on the pencil icon on the far right side of any individual requirement
4. Click Clone in the upper right corner.