17. Manage Requirement Families

Manage Requirement Families

This feature provides the ability to group sets of Requirements (Jobs) into Job Families.

Open

Creating a Requirement Family

1. Select the + Add New button

2. Type a name for the new Family

3. Press Save to save the new Family

Adding Requirements (Jobs) to a Family

1. Select the Family in the Requirements Families window

2. Select the Requirements you wish to add to the selected Family from the Select Requirement window

   • Use the Search function to filter the names if needed

   • Select multiple Requirements at once if convenient by holding the CTRL key while selecting

3. Use the Add Entries button to add the Requirements to the Family

   • The new Requirement will appear in the Requirement Entry window and be removed from the Select Requirement window

Removing a Requirement from a Family

1. Select the Family in the Requirements Families window

2. Select the Requirement you wish to Remove in the Requirement Entry window

   • Use the Search function to filter the names if needed

   • Select multiple Requirements at once if convenient by holding the CTRL key while selecting

3. Use the Delete Entries button to remove the selected Requirements

   • The Requirement will be removed from the Requirement Entry window and be returned to the Select Requirement window

Editing a Requirement Family

This can used to change the Family Name

1. Use the Edit Icon for the Family in the Requirements Families window

2. Change the Name as required in the pop-up

3. Press Save to save the new Family Name

   • Or use Cancel to exit the Edit function

Delete a Family

1. Use the Delete Icon for the Family in the Requirements Families window

2. Use OK in the resultant check pop-up window to Delete the Family

   • Or use Cancel to exit the Delete function

3. The Family will be removed from the Requirements Families window

   • The Requirements that were attached will return to the Select Requirement window

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