Required Requisites – Approved/Non-Approved Reference Record

Modified on Mon, Oct 16, 2023 at 12:45 PM

Some References prevent the saving of a card if the Required Requisites are not filled-out. Other References will allow you to save the card, but will move it to “Non-Approved” Stage. Cards in Not-Approved Stage cannot be selected for connection and do not contribute to calculations.


Non-Approved Records are indicated by a “?” in the “+” Column of the Reference. You will notice regular “Approved” Records have a “+.”

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