How do I assign a Requirement?

This article explains how to assign requirements to people or to Segments in Kinatico Compliance.


What You'll Need:

  • Administrator access to the Admin Portal
  • People must already be added in your People before you can assign a requirement to them

Time Required: 4 minutes

Step-by-Step Instructions



Step 1: Open Manage Requirements

Select Manage Requirements from the main navigation.


Step 2: Start a new assignment

Click + Assign Requirement to begin.


Step 3: Choose an assignment method

To assign to individual people (up to 5):


  1. Click Individual.
  2. Use the search bar to find the people you want.
  3. Click each person's name to select them. A tick appears on the right.

To assign in bulk to a Segment:


  1. Click People Labels.
  2. Choose whether the Requirement applies to Active and Inactive workers, Active worker only, or Inactive worker only.
  • Active: the person has downloaded the Kinatico Compliance mobile app, signed in and submitted at least one requirement.
  • Inactive: the person has not yet done this. Accepting the Terms and Conditions alone does not make someone Active.
  1. Select the person type you want to assign the Requirement to (for example, Employee, Contractor or Pre-Employment).
  2. Specify the Segment. People must meet all the criteria you set. For example, they must be in the Sales Department AND have their location set to Melbourne.
  3. Click Continue.

Step 4: Set the cadence and due dates

  1. Select the Repetition frequency.
  2. Enter the start and end dates. To clear a selected date, select it again in the calendar.
  3. Set the due date for completion.
  4. Choose when automated reminders are sent to people.
  5. Click Continue.

Step 5: Link the Requirement to a Risk Matrix (optional)

  1. To link to a Risk Matrix, switch Are these tasks linked to a risk matrix? to Yes.
  2. Select the Risk Matrix from the dropdown.
  3. Choose the specific Risk from the dropdown.
  4. Click Continue.

If you are not using a Risk Matrix, click Continue.


Step 6: Select Requirements

  1. Drag and drop the Requirements you want into the assignment list. You can reorder them as needed.
  2. Click the pencil icon next to a Requirement to change its cadence, due date or reporting.
  3. Remove a Requirement from the list with the x button.
  4. Click Continue.

Step 7: Review and assign

  1. Make any final adjustments.
  2. Click Pin to dashboard if you want to monitor completion progress on the Home page.
  3. Click Assign Requirements to submit.
  • Monitor completion rates in Insights
  • Set up automated reminder schedules for consistent compliance
  • Review reporting data to identify trends and gaps

Common Questions


Q: What happens if I assign a Requirement to someone who isn't in my People Directory?

A: People must be in your People Directory first. Add them from the People Directory, then return to assign Requirements. You can assign Requirements before the person has accepted the invitation. Alternatively, set up a rule to assign a Requirement to new people who meet specific criteria.


Q: Can I change a Requirement assignment after it has been sent?

A: Yes. Edit active assignments through Manage Requirements. People who have already started or completed the Requirement keep their progress. Changes apply to future instances of recurring Requirements.


Q: How are people notified about their assigned Requirements?

A: People are notified automatically through the Kinatico Compliance mobile app and by email when a Requirement is assigned. Reminders are sent on the schedule you configured.

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