Your assessments just got smarter.

With the enhanced Rule Builder, you can now create dynamic, compliance requirement-based assessments (RBAs) that automatically adapt based on context. Rules now actively guide how your fields behave — helping you streamline assessments, improve consistency, and reduce manual effort.

What’s New?

In addition to existing display conditions, you can now:

🔹 Automatically control field values - Use 'set value' Logic to set field values based on defined conditions, ensuring responses stay accurate and aligned.

🔹 Require evidence when it matters - Define exactly when evidence uploads are mandatory.

🔹 Make fields mandatory only when required - With 'Require response for', you can make specific fields compulsory when certain conditions are met.

How rules can be configured

Setting up rules is simple and structured:

• Create rules directly in the Rules tab after setting up your custom fields.

• Define conditions using requirement attributes or assessment fields.

• Apply actions to assessment fields like compliance status or justification.

• Need to make changes? Rules can be edited or deleted while in Draft status.

• Rules automatically activate when your assessment moves to In Progress.

Viewing summary of rules at a glace under the rules tab

Guide users automatically. Reduce unnecessary work.

Head to the Assessments module to start creating intelligent assessments today!