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 Document Upload Requirement
- Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
- Click on ‘Manage Requirements’ in the upper right corner
- Click “Create Requirement” in the upper right corner
- Select the Policy Signoff requirement type
- Enter a Title for the requirement (required)
- Add the PDF file by dragging and dropping in the dotted rectangle area or by clicking Upload a File
- If you clicked Upload a File, select the file from your computer and click Open
- Select whether or not the requirement is recurring. If recurring is selected, select a recurring frequency.
- Select whether or not the requirement impacts/counts towards the Compliance Score
- Enter a Requirement Description (optional)
- Click Create to create the requirement
Editing an existing Policy Signoff Requirement
- Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
- Click on ‘Manage Requirements’ in the upper right corner
- Click on the pencil icon on the far right side of any individual requirement
- Follow steps 5-11 above
Deleting an existing Policy Signoff Requirement
- Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
- Click on ‘Manage Requirements’ in the upper right corner
- Click on the pencil icon on the far right side of any individual requirement
- Click the red delete button