Adding 'Requirements' to a job helps ensure critical prerequisites—such as permits, no-parking signs, and approvals—are tracked with clear statuses and completed before a project can advance to scheduling or execution, reducing costly delays and missed tasks.

Note: 'Requirements' can be added at the project level and/or to specific tree ID's within the project.

Desktop Instructions - Adding 'Requirements' at the project level

Desktop Settings:

Users can access the requirement editor via Settings → Job Requirements.
Highlighting a row allows users to edit or delete the requirement.

• Only the requirement type name is required.
• Category groups requirements by type. For example, 'Access' covers site entry requirements such as needing a key card.
• Default Owner Role defines which role is responsible for following up, such as Sales or Ops.
• Block Level defines at which stage an incomplete requirement will block further action, either scheduling, execution, or both.
• Required by Stage is which stage this requirement is needed.
  
  All of this information above can be viewed in the project requirement dialogue.

Follow these steps:

1. Open the project in the desktop app.
2. Click on the 'Actions' button and select 'Requirements'.

3. Select a Requirement from the drop down menu.

4. Select Status from drop down menu.

5. Add any additional details in the 'Notes' field and click on "Apply" to save.

Once a requirement is added to the project there will be a 'Requirements' box displayed in the top section of your project screen like below.

If any requirement is In Progress/Pending, or Exception/Blocked, the section displays a ⚠️ icon.

If all requirements are Complete or Not Applicable, the section displays a ✅ icon.

Click the "Edit" button or status icon to open the 'Requirements' window to add or edit existing requirements.

A breakdown of the 'Requirements' fields table is below with status color indicators:

• ●  Required – Not Started (Red)
• ●  In Progress / Pending (Yellow)
• ●  Complete / Verified (Green)
• ●  Not Applicable (Grey)
• ●  Exception / Blocked (Orange)

Desktop Instructions - Adding 'Requirements' at the tree level

Follow these steps:

1. From the project, double-click on a tree to open the side-bar menu and locate the 'Requirements' field.

2. Click on the 'Edit' icon next to Requirements to add or edit a Requirement for that specific tree and click on 'Apply' to save.

After saving, the requirements window will display with all entries. 

A status icon appears next to the requirement, following the same display logic as the project-level icon.

Click the icon to open the dialog and view all requirements for that tree.

Desktop Instructions - Creating A Work Order with 'Requirements'

When a proposal is created for a project with requirements, all project-level requirements and tree-level requirements for trees included in the proposal will be carried over into the proposal.

Follow these steps:

1. From the work order scheduler queue, click on the 'Requirement' icon. From here you can view and make any changes to the assigned requirements.

2. Once finished reviewing/updating 'Requirements' - drag and drop your work order to the scheduler calendar to schedule work order.

You will get the following messages depending on your permission level:

Admin view: if there are incomplete requirements(warning icon), admin will see this pop-up, they can click ‘Yes’ to override the process.
Non-admin view: user can only see the pop-up and click ‘Cancel’, they cannot override the process

The work order is now scheduled. 

If the work order has requirements, a Requirements section is displayed, click the status icon to open the dialog. If there are no requirements, the section does not appear.

'Requirements' will show in the details section of the work order summary view only if there are any added. You can access the requirements window from here by clicking on the requirements icon below.

Mobile Instructions - Adding 'Requirements' at the project level

Follow these steps:

1. Open the project in the mobile app and tap on the clipboard icon below.

2. Tap on the + next to 'Project Requirements' to add a requirement for the overall project.

3. You will be able to select from an existing list of previously created requirements or create a new one by tapping on "Add" in the bottom left. 

4. Once the requirements are added you will see the list displayed like below and statuses.

Mobile Instructions - Adding 'Requirements' at the Tree level

Follow these steps:

1. Drop pin and tap on the "i" in the summary bubble window to open the trees attribute screen.

2. Find the "Tree Requirements" field and tap on it to open.

3. Click on the "+" icon to add a Requirement.

4. Once requirements are added you will see them in your requirements list.

Using Requirements in the 'Works' Crew App

Follow these steps:

1. Tap into a work order with a requirement added.

• If there are incomplete requirements, admin users will receive the above prompt and can choose to override it. 
• Non-admin users cannot override, they can only cancel and return to the main page.

Tap on the Requirement field

Once user get into the WO, user can review the requirement status by tapping the requirement section