Overview
Where to find it in ISOPlanner: https://portal.isoplanner.app/themes/overviewRequirements become available either by activating a standard or by adding custom requirements yourself. In ISO standards usually requirements make up the High Level Structure (HLS) of the standard, describing the management system regarding a certain topic. There requirements are also known as normative clauses or paragraphs.
For instructions on how to manage the list of controls, including on how to search, filter, do bulk changes and create report, see list actions.
Analytics
The overview of requirements has a tab called ‘Analytics’. This will show you graphs with the number of requirements per Sharing permission, standard requirements per owner but also a pie chart overview of requirements and the related monitoring tasks. It shows how many tasks are linked directly or through a parent requirement.
Requirements
Properties
Each requirement has the following properties:
- Code
- Owner
- Group
- Status
- Monitoring
- Tags
- Requirement
- Implementation
- Background information
The Requirement field is pre-filled and read-only if it comes from an activated standard. For a custom requirement, it is editable. When more than one standard is activated with an overlap in requirements, tabs (one for each standard) will be showing the requirements from different standards.
The Implementation field is editable, this is where you describe how you have implemented the requirement. In this field a badge can be created, referring to a document which needs to be linked in the ‘Library’ tab of the Related information panel. In that panel, in the tab “Context”, other elements such as other process, objectives, risks etc can also be linked to a requirement.
View
The ‘View’ button allows you to change the view on your requirement.
- Tabs per standards element (default): shows the requirements from all related standards in tabs, with the implementation field below it.
- Among each other: shows the requirements from all related standards as a list, with the implementation field below it.
- Full screen: as ‘among each other’ but with other user interface elements like the menu hidden for more screen real estate.
Tasks & Events
When a requirement is opened, by default it shows a ‘Details’ tab. There is also a ‘Tasks & Events’ tab where you can create new tasks in the context of the requirement which is currently open.
Monitoring tab
Each requirement has a ‘Monitoring’ tab. This tab shows you all tasks related to the requirement but also all tasks related to sub-requirements, for a certain time period, which can be defined by the user.
For each of these tasks, the following information is shown:
- Name
- Start date
- Recurrence pattern
- Total score
- Score per instance
The score is calculated with a proprietary algorithm that takes into account whether all checklist items were marked as done successfully and whether the task was completed on time.
The score per instance is a graph that is shown if it is a recurring task, with the score for each time the task was completed.
Related standards
The ‘Related standards’ button allows you to modify the relationship between your requirement and ISO- and custom standards.
If you have created a custom standard, then creating new requirements and linking them to your custom standards with this button is the way to fill your custom standard with requirements.
Linked implementation
If you are using organisational units, with the option “linked implementation”, same or related requirements in different organisational units can be linked. For more information on this option, see organisational units
Related information
The pane which can be opened on the left contains more information related to requirement. For example, in the ‘Library’ tab you can link documents to the requirement. That may include a document that describes your requirement. If the linked document lives in SharePoint, then you can include the document content in a tab in ISOPlanner with the requirement.
Also, in the ‘Context’ tab, you can link processes, objectives, risks and controls to this requirement. Read more about related information.