How do I create a Build Your Own Requirement from a blank form?

Every organisation has unique compliance requirements that standard forms can't always address. This guide provides clear steps for creating your own requirements from scratch that you can send to people in your directory.


What you'll Need:

  • Administrator access to the Kinatico Compliance portal

Time Required: 8 minutes + additional time for complex form design

Instructions


Step 1: Fill in the Requirement Details

  • Select Requirement Library under the Requirements section in the main navigation
  • Click + Build your own
  • Select Blank Form
  • Click Next
  • Enter the Requirement Name that the new requirement will be saved as (this will be seen by an admin and your people)
  • Upload an image to use that represents your requirement by selecting Choose File (this image will appear to an admin and your people)
  • Optional: Enter a Short Description about your requirement (this will be seen by an admin and your people) 
  • Optional: Enter a Long Description or Important Note (this will be seen by an admin only as part of the requirement description)
  • Click Next 

Step 2: Select the requirement type

  • Select simple requirement or an advanced requirement depending on your objective.

Step 3: Build your requirement pages

  • Click Add a Page to open the form builder
  • Drag and drop an element from the left sidebar onto the central section to add it to the form.
  • Edit the Properties of an element fields by clicking the Element dropped on the middle section. The three most common Properties to edit are:
    • General>Field label: Update to display a question or title.

    • Validate>If enabled, the field will be required: Toggle on if your people must input a response before they can progress through the requirement.

    • Data Options>Manage Options: If the element presents your people with options to choose from (Select element, Radio multi-choice element) input the options here.

  • Continue adding and editing the elements until your page is completed
  • Select Preview in the top right corner of the Form Builder to see how the requirement will appear to your people
  • Select the X at the top of the phone displayed to exit the preview
  • Click Save in the top right-hand corner of the Form Builder to save the requirement page

Step 4: Review and publish

  • Repeat Steps 2-3 to add additional pages to your requirement
  • Select Preview from the Form Details page to see how the requirement as a whole will appear to your people
  • Click Next on the Form Details page
  • Click Publish on the Publish page to save and add your new requirement to the Requirement Library
  • Assign the requirement to people in your directory

Common Questions

Q: What's the difference between short and long descriptions? A: Short descriptions appear in the Kinatico Compliance mobile app for your people and should be concise and clear. Long descriptions are for administrator reference and can include detailed context and instructions.

Need Additional Help?

Still have questions? Contact us by selecting Get Help from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com