Build evidence requirements in standards

Standards authors define what evidence a site must link to each requirement by adding open slots, specific slots, or alternative groups in the draft requirement editor. Open the Evidence section on a draft requirement to start the evidence builder.

Before you start

You need edit access to the standard definition. Open the standard definition from the Standards Library and choose the draft requirement you want to configure.

Add an open slot

An open slot lets the site choose the evidence type when it links evidence. You can suggest which types appear at the top of the picker, or restrict the picker to a fixed list.

1. In the draft requirement editor, go to the Evidence section and click Add.

2. Choose Open Slot.

3. Enter a Label that tells the site what kind of evidence to link.

4. Choose the slot interval: 3 months, 6 months, 12 months, 1 Year, or Once Per Term.

5. Under Recommended Types, select the evidence types you want to appear at the top of the site add-evidence picker. Sites may still link other entitled types unless you restrict them.

6. Toggle Restrict Allowed Types if you want the site to only link the types you select. When enabled, pick the allowed types below.

7. Save the requirement.

Add a specific slot

A specific slot fixes the evidence type so the site only links that type. Use this when the requirement always needs the same kind of evidence.

1. In the draft requirement editor, go to the Evidence section and click Add.

2. Choose Specific Slot.

3. Pick the Evidence Type from the list.

4. Enter a Label and choose the slot interval.

5. Save the requirement.

Set Once Per Term as the slot interval

Once Per Term asks a site for evidence at least once in every school term. It is available for work-schedule and file-upload evidence slots, on both open slots and specific slots. Other evidence types do not support this interval.

The assessed terms come from the site's enabled term calendars, including inherited calendars that remain enabled at the site. A multi-day range counts as a term, a single-day range does not, and overlapping or touching ranges merge into one term.

Compliance is assessed per evidence type:

• Work-schedule slot — healthy when every assessed term contains at least one planned schedule date. Planned dates in holidays do not count toward a term.

• File-upload slot — healthy when every finished term since the site adopted the standard contains at least one entry dated inside it. The current term displays as not yet and does not fail the requirement before it ends.

When term dates cannot be assessed, compliance shows Term Dates Missing, Term Dates Out of Date, or Term Dates Ending Soon as applicable instead of the usual result. A user who can manage calendars can then set the dates up. See Add date ranges to a calendar.

For work-schedule slots, the site creates the schedule the requirement asks for from the requirement. See Create a work schedule with AI or from scratch.

Add a requirement slot

A requirement slot links the standard to a Personnel compliance requirement. Only Standards Admins can author it. Choose Requirement as the Evidence Type on a specific slot, then define a template that describes the requirement the site must link or create.

1. In the draft requirement editor, go to the Evidence section and click Add.

2. Choose Specific Slot.

3. Pick Requirement as the Evidence Type.

4. Enter a Label and choose the slot interval.

5. Define the Requirement Template: the requirement name, description, target population, accepted evidence, and validity rules for companies or Personnel.

6. Save the requirement.

When a site adopts the standard, it links an active Personnel requirement that matches the template or creates and links a new one. For the site-side flow, see Link Evidence to a Standard.

Add an alternative group

An alternative group gives the site two or more typed options and requires a minimum number of them to be linked. This is useful when the requirement can be met by linking one of several evidence types.

1. In the draft requirement editor, go to the Evidence section and click Add.

2. Choose Alternative Group.

3. Enter a Label for the group.

4. Choose the interval for the group.

5. Click Add Alternative to add a typed option. Pick the Evidence Type and enter a label.

6. Repeat to add at least one more alternative. A group must contain at least two options.

7. Set the Minimum required alternatives to the number of options the site must link. The minimum cannot exceed the number of options in the group. The default is 1.

8. Save the requirement.

When a site opens the requirement, it sees each alternative as a separate slot to link. The requirement is satisfied when the minimum number of alternatives are linked.

Manage evidence slots

To change a slot or group, open the requirement editor and go to the Evidence section. Click the slot or group you want to edit and update the fields.

To remove a slot, click Remove evidence slot. To remove a group, click Remove alternative group. Deleting a group removes all its alternatives.

A requirement may define at most 20 evidence slots. Open slots cannot be added to an alternative group.

What sites see when linking evidence

After a site adopts the standard, the requirement shows the evidence slots you defined. The site adds evidence by clicking Add Evidence on each slot.

For open slots, the site add-evidence picker shows your recommended types first. If you enabled Restrict Allowed Types, the site only sees the types you selected. The picker groups options into Operational Links, Site Evidence, and Recommended where applicable.

For specific slots and alternative groups, the site sees the fixed evidence type and links the matching record directly.

For more about how sites link evidence after adoption, see Link Evidence to a Standard.

Related articles

• Authoring Standard Definitions — creating and editing standards from scratch.

• Configure Standard Requirements — setting evidence, roles, and attestation on requirements.

• Set up roles and attestation for a draft requirement — assigning roles and review intervals.