🎯 Goal
Update an existing requirement, including criteria, location, contacts, assigned agents, status, so matching, reporting and notifications stay accurate as the applicant's needs evolve.
❓ Why
Applicant requirements rarely stay static: size windows tighten, budget moves, a new submarket opens up. Keeping the requirement record current means Kato's match algorithm serves up relevant properties, and your landlord/occupier reports reflect the current brief, not the one you took three months ago.
🔍 Overview
Silent updates - edit criteria on the underlying requirement. Society listing updates automatically, members are not re-notified.
Recirculate - resend the mailer to members. Allowed once per fortnight.
📊 Step-by-step
Silent updates
Change criteria, location, sector, or reporting date - the society listing updates in place, no mailer.
Recirculate:
Open the requirement → Search Criteria tab.
Go to Society Publishing.
Click Prepare Email & Recirculate.
Kato shows the next allowable recirculation date (fortnight cadence).
Update the subject and body to reflect what's changed.
Confirm the society(s) and circulate.
✅ You've done it when…
The updated criteria show on the society listing, and (if you recirculated) members have received the refreshed mailer.
💡 Common mistakes & pro tips
Silent edits are usually enough. For minor criteria tweaks, don't recirculate — members will see the updated brief on their next visit to Society Requirements.
Recirculate when something material changes — budget up, location expanded, new use class. Give members a reason in the mailer.
Verify sector and reporting date. These are required fields, and editing them changes whether members in filtered views see the brief.
💬 Need Help?
📞 0203 772 8898