Account Settings - Conditions
How do I add my conditions package to the software?
During the implementation of your organisation onto the software, the team will upload your standard conditions package into the software which will become visible in account settings. From then the standard conditions will be managed by your organisation's designated people within account settings.
Who has permission to view the conditions in Account settings?
See Authority Roles & Permissions.
How do I add a new condition with a new group and subgroup for my organisation?
Conditions added in Account Settings will be updated in the conditions step for users in your organisation.
1. Sign into your account.
2. Select your avatar at the top right corner of the page.
3. Select Account Settings.
4. Select the Conditions tab.
5. Select New (top right in Account Settings). You will be presented with the new condition window.
6. Within the new condition window, you can add the following items:
the name,
the group code,
the group name/type,
the subgroup code,
the subgroup name/type,
the development type to which the condition applies,
the timing,
the condition, clause, subclause, detail and advice note text, and
upload an image to each item of the condition text.
Timing, advice notes and user notes are optional entries.
Where a condition is identified to be included as an entire condition, but it is not a locked condition’, the condition, all its clauses, subclauses and advice notes will be added in their entirety and users will only be able to amend the wording in the clauses, subclauses, and advice notes but not delete any of these clauses, subclauses and/or advice notes.
Where a condition is identified to be included as an entire condition and a locked condition, the condition, all its clauses, subclauses and advice notes will be added in their entirety and users won’t be able to amend the wording in the clauses, subclauses, and advice notes and wont be able to delete any of these clauses, subclauses and/or advice notes.
7. Once complete select Save.
How to add a new condition to an existing group and subgroup for my organisation?
Find a condition in the list with the same group and subgroup you wish to add your new conditions too.
Select ‘Duplicate’ from the list of actions (three dots, located on the right).
find the new duplicated condition in the list.
Select ‘Edit’ from the list of actions (three dots, located on the right).
Update the conditions with the new details e.g. name, condition text etc.
When you duplicate it pre-fills the details, it's a much quicker and accurate way for you to create a new condition for an existing group and subgroup. All that is required is to create a different name for the condition and type in the new condition.
How do I edit the terms of the conditions for my organisation?
Conditions edited in Account Settings will be updated in the conditions step for users in your organisation.
1. Sign into your account.
2. Select your avatar at the top right corner of the page.
3. Select Account Settings.
4. Select the Conditions tab.
5. Find the conditions you wish to edit.
Use the search bar to search by condition name or description. Use the groups and subgroups to filter the conditions.
6. Select the Action button on the right (three dots).
7. Select Edit. You will be presented with the edit condition window.
8. Within the edit condition window, you can edit the following items:
the name,
the group code,
the group name/type,
the subgroup code,
the subgroup name/type,
the development type to which the condition applies,
the timing,
the condition, clause, subclause, detail and advice note text, and
upload an image to each item of the condition text.
Where a condition is identified to be included as an entire condition, but it is not a locked condition, the condition, all its clauses, subclauses and advice notes will be added in their entirety and users will only be able to amend the wording in the clauses, subclauses, and advice notes but not delete any of these clauses, subclauses and/or advice notes.
Where a condition is identified to be included as an entire condition and a locked condition, the condition, all its clauses, subclauses and advice notes will be added in their entirety and users won’t be able to amend the wording in the clauses, subclauses, and advice notes and wont be able to delete any of these clauses, subclauses and/or advice notes.
9. Once complete select Save.
How do I edit the order of timing presented in the condition document?
You can edit the order of timing presented in the conditions document using the timing button in the top right-hand corner of the window.
1. Navigate to account settings
2. Select Account Settings.
3. Select the Conditions tab.
4. Select the Timing button in the top right-hand corner.
5. The ‘Conditions Timing’ pop-up will display.
6. Use the drag icon (to the left of each timing) to reorder the timing.
7. Select Save.
Who has access to conditions in account settings?
Learn more about user permissions here: