Assigning requirements

Assign a role template

1. 1Open the employee's profile.
2. 2In the roles section, add the role template that matches their position.
3. 3Every credential type in that role immediately becomes a requirement for this employee.

An employee can hold more than one role. All of their roles contribute requirements.

Add a direct requirement

1. 1Open the employee's profile.
2. 2In the direct requirements section, add the credential type.
3. 3The requirement applies to this employee only.

Use direct requirements for genuine exceptions — a site-specific certification, a temporary obligation, or someone whose duties do not fit an existing role.

Effective requirements

Role-based and direct requirements are combined into one set of effective requirements per employee. A credential type required by both a role and directly is still a single requirement, and the profile shows which source or sources call for it.

Removing requirements

• Remove a role to drop every requirement it contributed, unless another role or a direct requirement also calls for the same type.
• Remove a direct requirement to drop it from that employee only.
• Removing a credential type from a role template affects every employee assigned that role.

Roles and direct requirements are assigned one employee at a time. There is no bulk assignment action.