Goal
To provide clear and concise answers to frequently asked queries within the Requirements Module, helping you navigate the system efficiently and resolve common issues quickly.
Why
It enables users to resolve common issues swiftly, reducing frustration and enhancing overall productivity.
Q. How do I publish a Requirement to the Society?
A. To publish a requirement to the Society, please follow these steps:
Create your requirement
Go to to the Search Criteria tab within your requirement
Select the Publish options on the right side
Click on follow the publishing steps
Decide whether you want to send an email notification to the society or not
Finally, click on the "Publish" button
Q. How do I recirculate a requirement to the Society?
A. To circulate a requirement to the society, please follow these steps:
Find your existing requirement
Go to to the Search Criteria tab within your requirement
Select the Publish options on the right side
Select "Prepare Email & Recirculate"
Prepare your email to notify the Society
Finally, recirculate your requirement.
Q. What is the difference between a requirement and an acquisition?
A. When you post a requirement to the society, it is classified as an Acquisition. Members have the option to add their own internal inquiries to their system, but only acquisitions can be published to the society.
Q. How do I know if I have published my Requirement to the Society?
A. You'll know you've published your requirement to the society keep an eye out for the Green cloud icon, which indicates that your requirement has been published to the society.
Q. How do I export my Requirements?
A. If your account is limited to society access only, you won't have the ability to download requirement data. To perform this action, you need PRO access.
Here's how you can do it:
Go to to the Society Acquisitions page.
Use the the filters located at the top right to locate the specific search you need.
Click on the "Actions" button at the top right corner.
From the dropdown menu, select "Download Society Acquisitions."
By following these steps, you'll be able to download the required data.
Q. Can people see my client's name on requirement?
A. When working on a requirement, you have the option to include your client's name. This can be either as a reference under 'Project Name' or by linking them as a contact.
It's important to note that this reference is for internal use only and will not be displayed on the Society listing.
Q. How can I automate duplicate requirements?
A. We don't automate multiple inquiries from the same person in AI because they may genuinely have separate requirements for space.
Here's our advice on handling multiple requirements:
Review the multiple requirements from the same person.
Determine if they share the same search criteria.
Choose one requirement as the master record.
Archive the other requirements.
Update the search criteria on the existing requirement to cover everything the person is looking for.
Q. How do I reinstate a requirement?
A. To find properties or requirements that you have archived, you have two options:
Use the text search at the top of the requirements page: This search bar bypasses any filters you have set and will display all requirements that match your search criteria.
Use the Status filter to include the archived requirements: By adjusting this filter, you can view all the requirements, including the archived ones.
Once you have located the archived requirements, you can restore them to an active state.
Q. I am getting the error of "Requirement cannot be created", what could this mean?
A. Reach out to help@kato.app and we could assist you in finding the possible error.
Q. Is it possible to tag a colleague when a requirement is circulated?
A. Currently this is not a function within Kato however, feel free to pass this back to us as feedback.
Q. I have recirculated a requirement however I have not received the email?
A. This could be due to you perhaps not notifying the Society. Ensure this is selected when recirculating.