Requirements bundles allow you to combine existing requirements of different types together and mass assign these bundles to Members.  


Required access:

You will need the Requirements Administrator access level or Administrator access level.

How to get there:

  • Go to Admin > Member Management
  • Select Requirements Manager
  • Click on the Bundles tab

Steps to be taken:

  1. On the top right, click on the plus or add button to add a new bundle.
  2. Select the requirements to be included in the bundle from the list of already existing requirements with a check box next to the name of the requirement, Select the First Period Span for when this will be applied. Click Continue.
  3. On the next page, you can enter a Name for the bundle
  4. A list will appear displaying each of the requirements selected.
  5. For each requirement selected, enter the required fields for the Quantity. 
  6. Admin Notes are optional.
  7. Finalize by clicking Submit at the bottom of the page.
  8. Your new bundle will be created and will appear on the Bundle page.


Click here for info on how to Assign Bundles