<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/pd-requirements-setup -->

# Set Up PD Requirements

## Prerequisites

* At least one competency area exists if you want to track PD by area (not required for unit-based tracking)
* Staff members have their trainer scope types assigned (Trainer, Assessor, etc.)

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## Creating a Requirement

Go to [**PD Requirements**](https://app.rtosafe.com.au/PDRequirements) and select **Add Requirement**.

**Required fields:**

* **Name**: A descriptive label (e.g., "Vocational Competency Maintenance")
* **Target Type**: **Unit** (per unit delivered) or **Competency Area** (across a skill category)
* **Timeframe**: The rolling window (3, 6, 12, or 24 months)
* **Required Hours**: Minimum hours within that window
* **Applies To**: Which trainer types must meet this requirement

<div class="help-hint bg-green-50 border-green-300 text-green-800">
<svg class="w-5 h-5 shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd"></path></svg>
<div class="help-hint-content">

You can narrow requirements using optional filters — by unit, activity type, risk level, or department. Leave blank for broadest coverage.

</div>
</div>

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## What Happens Next

* Requirements appear in your settings list immediately
* Compliance is calculated overnight (1:00 AM) or when you manually recalculate from the report
* Staff must **link their PD activities to specific units or competency areas** for those hours to count toward requirements

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## Common Issues

<details>

<summary><strong>Staff shows "Below Minimum" despite having PD hours</strong></summary>

Their activities aren't linked to the correct unit or competency area

</details>

<details>

<summary><strong>Requirement not appearing in report</strong></summary>

Requirement is inactive (toggle it on from [PD Requirements](https://app.rtosafe.com.au/PDRequirements))

</details>

<details>

<summary><strong>Only some trainer types affected</strong></summary>

Check the "Applies To" setting—ensure all relevant scope types are selected

</details>