How to Set Up a Requirement Rule

Requirement rules allow you to define which documents you want to collect from specific groups of organisations and whether requests should be sent automatically.

Key Terms

Requirement rule
A requirement rule contains one or more requirement cards and is linked to one or more target groups.

Requirement card
A requirement card defines which document(s) are requested.

• Must-have – mandatory documents
• Nice-to-have – optional documents

A rule can contain multiple cards.

Step-by-Step: Creating a Requirement Rule

Step 1

Go to Requirement rules in the top navigation bar.

Step 2

Create and configure your rule:

• Enter a name for the rule
• (Optional) Add a description for internal use
  (The description is not visible to suppliers.)

Step 3

Add requirement cards to define which documents you want to request:

• Name each card
• Select the document type(s)

Important:

• One card equals one requirement
• If you need multiple different documents, create multiple cards

You can also attach a template from Own documents if suppliers need to complete a specific form.

Step 4 – Define the Target Group

The target group determines which organisations the rule applies to.

You can define target groups based on:

• Tags
• Countries
• Organisation types
• Products
• Other filters

Step 5 – Activate the Rule

Activate the target group to start generating requirements.

Once active:

• Automatic document requests are sent
• Requirements appear on the All requirements page

Target Group Statuses

Each target group has a status:

Active (Green icon)
Automatic document requests are sent and requirements are visible.

Inactive (Yellow icon)
No automatic requests are sent. Used for internal insight or monitoring.

Not Configured (Red icon)
The target group has not yet been created.

If a rule contains multiple target groups, you can activate some while keeping others inactive.