Use Requirement Options to set organisation-wide defaults for requirement workflows.
Who can use requirement options
Requirement Options are available to:
Organisation admins at agency-type organisations
Users with access to the Settings app
They are not available to:
Non-admin users
Landlord organisations
If a user without access opens the page directly, Kato redirects them to the home page.
When to use requirement options
Use Requirement Options when you want to:
Set the default behaviour for Find Matches
Control when Kato creates follow-up reminders for new requirements
Manage which sectors teams can use when classifying applicants and requirements
How requirement options work
Requirement Options are split into three cards:
Card | What it controls |
Find Matches Defaults | The default Find Matches behaviour |
Follow Up Reminder Default | The default number of days before a follow-up reminder is created |
Sectors | Sectors available for applicants and requirements |
Each card saves independently.
Items marked with * are Kato system defaults. You can still remove them if they are not relevant to your organisation.
Open requirement options
Go to Settings.
Select Requirement Options.
Configure Find Matches defaults
Use Find Matches Defaults to control whether Find Matches shows:
Your instructions
Market intelligence only
In the Find Matches Defaults card, choose the default behaviour.
Select Save changes.
Configure follow-up reminder defaults
Use Follow Up Reminder Default to control how many days pass before Kato creates a follow-up reminder for new requirements.
In the Follow Up Reminder Default card, choose the number of days.
Select Save changes.
Configure sectors
Use Sectors to control which sectors teams can use when classifying applicants and requirements.
In the Sectors card, select or clear sectors.
Select Save changes.
You must keep at least one sector selected.
Saving changes
Each card saves independently.
The Save changes button stays disabled until you make a change.
The Save changes button then disables again until another change is made.
What your changes affect
Requirement Options affect the defaults and options available to users across your organisation.
Team-level settings can override organisation-level defaults where both exist.
Troubleshooting
Issue | What it means | What to do |
Save changes is disabled | No changes have been made, or all sectors have been cleared | Make a change and keep at least one sector selected |
You cannot access Requirement Options | Your account does not have permission, or your organisation type is not supported | Confirm you are an organisation admin at an agency-type organisation |
A validation message appears | No sectors are selected | Select at least one sector before saving |