Facility Requirements allow administrative users to configure the inspections, activities, permits, tests, and general important dates that must exist for a facility. They may be managed at the client level for multiple facilities, or at the facility level for that individual facility. 

Client-Level Facility Requirements

To access the client-level Facility Requirement Setup page, click the nine dots in the top left corner to open the global menu, and under Home, select Gateway. Then, from the Gateway menu, under FacilityCloud, select Facility Requirement Setup. 

Add a New Requirement

To add a new requirement, click the Add New button at the top left corner of the page. 

Give the new requirement a name, provide optional comments, and check the box to designate the requirement as active if applicable. When you're finished, click Save. 

Once a requirement has been added, you can configure Requirement Actions and Locations from the requirement editor.

Edit an Existing Requirement 

To edit an existing requirement, click the pencil edit icon. 

At the top of the editor, you can adjust the Requirement Name or Comments, and select/deselect the Active checkbox.

Underneath, there are tabs to configure Requirement Actions and Locations for that requirement. 

After making edits, make sure to click Save to apply changes. 

Requirement Actions

The Requirement Actions tab allows you to manage the individual tasks, permits, inspections, or tests that make up the requirement. Clicking the tab will display sub-tabs for Inspections, Activities, Important Dates 2.0 Permits, Important Dates 2.0 Tests, and Important Dates 2.0 General. 

To add a new Requirement Action, select the appropriate sub-tab for the requirement, and click Add New. 

Make a selection from the dropdown menus, provide a Description, and specify whether the action is Required or Optional. Then, click Save.

Once added, a Requirement Action can be edited with the pencil edit icon or removed with the trashcan delete icon. 

Locations

The Locations tab allows you to manage which facilities the Requirement is assigned to. To add a new individual location or group of locations, click Add New. 

You can choose to apply the requirement to locations based on country, state/province, county, facility status, facility group, or by individual facility.

Click options in the Available lists and use the arrows to move them to Selected. Select or deselect the “Is Active?” box to activate the requirement at the selected locations, and click Save. 

Site-Level Facility Requirements

To manage Facility Requirements for an individual facility, click Activities in the Facility Menu, then select Facility Requirements. 

Each tab lists the requirements applicable to that category for the facility. In the "Requirement Met?" column, you'll see a red “X” for NOT met and a checkmark for IS met. 

A requirement that has not been met will have a plus (+) icon at the far left. Click the plus icon to add new details for the requirement on the applicable Important Dates, Activities, Permits, or AFI page. 

A requirement that has been met will have a pencil edit icon at the far left. Click the edit icon to open and update the existing details on the Important Dates, Activities, Permits, or AFI page.