Article Content

Overview

Requirement Similarity is an AI-powered feature that allows Compliance teams to identify similar regulatory obligations (requirements) both within the same framework and across different frameworks.

User Account Requirements

The user must have Administrator permissions to edit configurable forms.

Related Information/Setup

For more information on self-enabling this feature on your Org, please refer to the Adding Requirement Similarity to a Form article. 

For more information on using this feature, please refer to the Using Requirement Similarity on a Form article. 

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator settings menu, click the Admin Overview link.

Administrator Settings Menu

3. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

Configurable Forms Tile

4. On the Configurable Forms screen, from the list of forms, click the form that you want to add Requirement Similarity to.

Adding Requirement Similarity to a Form

Note: Requirement Similarity only applies to Requirement object types.

1. From the AI Quick Actions section of the form, click the Edit AI Quick Actions icon.

Edit AI Quick Actions Icon

2. Click the Find Similar Requirements option to select it.

Find Similar Requirements Option

Note: The selection options are dynamic based on which AI Quick Actions are enabled on your Org.

3. (Optional): If there is already an AI Quick Action enabled on the form, from the Sort AI Quick Actions section, click the Reorder icon to drag the AI Quick Actions into the order you would like them to appear on the form.

Sort AI Quick Actions Section

4. Click the Done button to save your changes.

Done Button