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Requirements System - Schedule revisions made easier

We’re excited to introduce the Requirements System, designed to make schedule revisions more flexible and efficient for your teams.

Marianela Davalos avatar
Written by Marianela Davalos
Updated over a month ago

Where to Find It

  1. Go to your Team Settings tab.

  2. Click on the new “Requirements” tab.

Every team automatically has a Default Requirement Set in place.
This ensures that no team operates without an active requirement configuration.

Creating and Managing Requirement Sets

Our engineering team will apply your requirements in the system and link them to rules. However, if you need to create a new requirement here's how you can do it:

  • To add a new set, click “Add a New Requirement Set.”

  • You can choose to:

    • Copy from an existing requirement set, or

    • Create a new one from scratch.

Once ready, click Create to save your new requirement set.

⚠️ Note: The Default Requirement Set cannot be deleted, since every team must have at least one active requirement configuration at all times.

Viewing Team Rules

From the Requirements tab, you can also view the team rules linked to each requirement set — making it easier to understand and adjust the parameters that guide your scheduling.

Applying a Requirement Set to a Schedule

You can apply a requirement set at any time when editing or creating a schedule:

  1. Open a Draft Schedule.

  2. Click Edit.

  3. Under Requirements, select the requirement set you want to apply.

4. This also applies when you create a new schedule — simply choose the requirement set that fits your team’s needs.

When you are ready to publish the schedule you'll now see a list of all the requirement set. Learn more in our article: Introducing Publish Review

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