The Requirements page lists all of the requirements your organization is tracking. On this page, you can see all of your organization's requirements and use controls to add new requirements and manage existing ones. Following are common examples of requirements: Valid Driver's License Check, Fingerprinted, Medical Physical, Safe Environment Training, and Drug Test.

Overview of the Requirements Page

The illustration below identifies the main elements on the Requirements page. Click a link on the diagram to jump to a description of the element later in this article.

Breadcrumbs

Breadcrumbs are the navigational trail that lets you know which page you are now on as well as each page you visited before arriving at the current page. The breadcrumb trail appears in the top-left corner of every page. It reads from left to right, with the link farthest to the left always being the Home page and the links after it showing each page you visited since leaving Home.

Each page shown in the breadcrumb trail is a link. Click a link to return to the named page. In the breadcrumb trail illustrated below, the user is currently on the Requirements page:

Clicking Home takes the user back to the Home page.

Add Button

This button opens a blank Requirement Detail form where you can add a new requirement record. For details, go to Add an SEP Requirement Record. After you add a record, it appears in the Requirements grid.

Search and Filter Controls

The Search field and filter controls help you find requirements records that match one or more criteria.

Search Field

The Search field lets you find a specific requirement record. If desired, you can set the Search field's focus on a specific target input, such as the name of the requirement, its description, or its name and description. To do this, click and select the checkbox for the desired search target.

After indicating how you want to search, type one or more letters into the field to view a list of matching requirements. For example, to find "Drug Test," you could select the Name target's checkbox, type "drug" or even "ug" into the search field, and then click to start the search.

Search Filters

Use the search filters to filter the list of requirements by the category they are assigned to and/or by their status. 

• Category - The default value for this filter is All Categories. To view a list of requirements in a specific category, select the desired category in the dropdown list. For example, to view all background check requirements, select Background Checks.

• Status - The default value for this filter is All Statuses. To filter the list of requirements by status, select the desired status in the dropdown list. For example, to view all inactive requirements, select Inactive Only. 

Apply Button

After you enter a value in the Search field or select filter settings, click to begin the search. The grid updates to show requirements matching your search or filter criteria.

Reset Button

Click to clear your Search or filter results. 

Toolbar

The toolbar contains a set of frequently used command buttons. These buttons are described below. In the list below, click an item to expand it and view its description.

Help

Requirements Grid

The grid lists the requirement records currently configured for your organization. The grid provides the following information for each requirement:

• ID: the unique numeric string identifies the requirement in the SEP system.
• Name: label or title given to the requirement.
• Description: several words that provide details to define and clarify the requirement
• Category: the group in which the requirement belongs: Background Checks, Trainings, or Other.
• Due (Days): number of days remaining until completion of the requirement.
• Expires (Months): number of months until the the requirement expires.
• Status: indicates the status of the requirement. For descriptions of the status values, go to Fields on SEP the Requirements Panel.

Sortable Column Headers

In the grid view, you can sort requirements records by the value in any one the columns. To sort, simply click the desired column header. 

If the column contains text (for example, category), the information is sorted in alphabetic order. If the column contains numbers (for example, Due (days)), the information is sorted in numeric order. When you click a header, a directional arrow appears on the header to indicate the order in which the information is sorted:

Click the column header once to sort the values ascending order. Click the column again to reverse the sort.

: ascending order (alphabetically from A to Z; numerically from 0 to 9 or lowest to highest).

: descending order (alphabetically from Z to A; numerically from 9 to 0 or highest to lowest).

Requirement Detail Links

Click a requirement's name link to open the requirement record to view details about the requirement. In the requirement record, you can perform these tasks:

• Edit a requirement (for instructions on changing a requirement's details, go to Edit an SEP Requirement Record.
• Delete a requirement (for instructions on deleting a requirement, go to Remove an SEP Requirement.

Page Navigation Buttons

Show Menu

The Show menu lets you choose the maximum number of records to display per page. The default is set to 10. To change the number or records, click to display the menu entries. Then, select a value of 25, 50, or 100, as shown below:

To speed up page loading, select a lower value.

Total Record Count

To the right of the Show menu, the total count of records in the grid is displayed. In the following illustration, the total record count is 13:

Page Navigation Buttons

The page buttons at the bottom of the page help you quickly navigate through the grid.

• : takes you directly to the page number. For example, clicking 3 takes you to Page 3 in the grid.
• : takes you one page back from the page you are currently viewing.
• : takes you one page forward from the page you are currently viewing.
• : takes you to the first page.
• : takes you to the last page.

Updated July 15, 2025 18:13