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Create Requirements Definition

Requirements can be created to set conditions around the processing of an activity in OIPA. When an activity is processed with attached requirements, the activity is held until the requirements are satisfied.

Requirements are created in the Admin Explorer tab of the Rules Palette. This is a two-step process. First, create the requirement definition and then configure the requirement.

Steps to Create a Requirement Definition

Open the Admin Explorer tab.
Open the Administration folder.
Right-click on the Requirements folder and select New Requirement Definition. The New Requirement Definition Wizard will open.
Select a company. This will allow all transactions associated with that company to have access to this requirement.
Type a requirement name.
Select a requirement category. The requirement categories are identified in the AsCodeRequirementCategory table. You can add or edit these options from the Code Names folder in the Admin Explorer. Refer to the Codes Codes section for additional information.
Type a requirement description. This is what will display in OIPA when the requirement information is displayed.
Click Finish. The requirement will be listed under the Requirements folder in blue text. This means it has not been checked-in or saved to the database.
Configure Configure the requirement.
Check-in the file to save the requirement information to the AsRequirementDefinition database table.

Edit Requirement Definition

If changes are needed for a requirement definition, they can be made from the Admin Explorer tab.

Steps to Edit Requirement Definition

Open Administration | Requirements and double-click the company folder where the requirement is located.
Double-click on the requirement name to reveal the XML file.
Right-click on the XML file and select Check-out.
Click the General pane and edit the necessary information:

Company: This field is disabled and cannot be updated.
Requirement Name: Double-click in the field and update the name.
Reguirement Category: Click the arrow to the right of the drop down box and select a new category.
Requirement Description: Double-click in the field and update the description.

Check-in the file to save the changes to the database.