Understanding Primary Requirements

Primary requirements within Kipu Compliance forms are essential fields that must be completed for the form to be successfully submitted. They serve as checkpoints to ensure all necessary information is provided, maintaining accuracy and compliance with required processes. Without completing these fields, the form will remain incomplete and cannot be finalized.

Required Permissions:  Incident Reporting Compliance Officer Role or a Super User.

Complete Primary Requirements

Start by opening the form you want to work on. In this example, we will use the Incident Report form.

1. Use the Find in Kipu Compliance feature to locate the form. Search for it by name and click on it from the list.
   
2. This page will display all existing version of this form. Click Add New to create a new instance of the form.
   
3. Once the form opens, the Workflow panel on the right will display this forms primary requirements.
   
4. As you finish a requirement in the list, the red x changes to a green check mark.
   
5. Fill in other fields when applicable, even if they are not required.
6. When all primary requirements are green, scroll to the end of the form and click Save.
   • Best Practice: Double-check your entries before clicking Save to confirm accuracy.
7. If the form does not include secondary requirements, it will move to the Completed status after you click Save.
   

Note: For information on Understanding Secondary Requirements, click here to access the article.