Users of the August Schools platform often solicit and store various documents and other information for students that may be required for a school policy or program requirement. The Requirements feature helps users to determine whether a student or group of students meet a specific school policy or program criterion based on information housed on the student's record in August Schools. The Requirements feature does this by allowing users to define each requirement of the policy or criterion and then visualizes whether the students meet the requirement. Users create several requirements into a single requirement set that represents what is needed for a student or group of students to meet the policy or criterion. In this way, users can have a visual representation of whether the data they have collected for a student to date is sufficient, and can then follow up as needed via student groups, form requests, messages, etc.

Clicking into a Requirement Set will show each requirement added to it. That requirement can then show the user what requirement rule is being used to determine if the requirement is being met by the student(s). Requirement rules allow users specify what information on the student record is relevant and how. The requirement rule is a Query like a user would see/use in the Reporting feature set or when setting up supplemental request rules in the Forms feature set. Therefore, users' familiarity with Queries is important and transferable to Requirements.

Step One: First, either add a requirement to the the set by selecting the '+New requirement' button, or select an existing requirement from the Requirements tab.

Step Two: Once the requirement is present on the Requirements tab, select it from the list on the left to display more information. The requirement you selected will be highlighted once the additional information is displayed.

Step Three: Toggle down the 'Requirement rule' section above the 'Compliant' and 'Non-compliant' tabs to beginning editing the rule.

Once you have toggled down the section, standard Queries fields will display, and you can follow our existing Reporting: Queries guidance on how to construct the query to accurately describe the requirement rule!