# Set Up Requirement Sets
Some requirements can be met in more than one way. A trainer might hold the current TAE qualification or an older version that's still accepted for a while. A requirement set lets you list each acceptable **pathway** — staff only need to meet one of them.
***
## When to Use This
* **A qualification or unit is required** — even a single one, like `TAE40122`. Requirement sets are the only way to require a training product.
* **Different versions are accepted** — for example, `TAE40122` or `TAE40116`
* **A training product or a certificate will do** — for example, First Aid (see the example below)
* **An older credential is being phased out** — keep accepting it until a set date, then stop
For a single licence, check or certificate, use a required document instead — see [Position Document Requirements](/help/staff-document-requirements).
***
## Creating a Requirement Set
1
Go to [**Settings → Requirement sets**](https://app.rtosafe.com.au/DocumentRequirementGroups) and select **Add requirement set**
2
Give it a name, like "Trainer qualification"
3
In the first pathway, add the documents or training products that meet it
If a pathway needs more than one credential, add each one — staff need all of them.
4
Select **+ Add alternative pathway (OR)** for each other acceptable option, then select **Create requirement set**
5
Apply the set to a position in [**Settings → Positions**](https://app.rtosafe.com.au/Positions), or to one staff member through **Manage Requirements**
***
## Refresh Periods and End Dates
Two optional settings change what counts:
* **Must be refreshed every … months** — set on a credential in a pathway. The document must have been issued within that many months, even if it hasn't expired. Useful for things like CPR that you want refreshed more often.
* **Accepted until** — set on a pathway. After that date, the pathway stops counting. From six months out, staff relying on it show as **Upcoming credential sunset**, so you have time to plan.
Training products in a requirement set match the exact code you add — or, for a unit, a qualification that contains it. Superseded versions aren't matched automatically, so if you accept an older version, add it as its own pathway.
***
## Example: First Aid
First Aid is both a unit on training.gov.au and a certificate that expires. A requirement set lets staff upload it either way:
* **Pathway 1:** the training product `HLTAID011`, with **Must be refreshed every … months** set to your refresh period (for example, 36 months)
* **Pathway 2:** your First Aid document type, set up as an **Expiring Credential**
Only the certificate pathway sends expiry reminders. A training product has no expiry date, so without a refresh period an `HLTAID011` upload would keep the requirement met forever. With one, the requirement simply shows as expired once the certificate is too old — with no reminder beforehand.
If you still accept an older First Aid unit, add it as another pathway with an **Accepted until** date.
***
## What Happens Next
* Staff who don't meet the set yet see it in their requirements, with the pathways that would meet it
* Only an upload that matches one of the pathways clears the set — **A training product** for a training product in the pathway, or **A certification, licence, or check** with the matching type for a document in it
* Anyone who doesn't meet any pathway shows as a compliance issue on your dashboard and the [**Staff Document Compliance**](https://app.rtosafe.com.au/Reports/StaffDocumentCompliance) report
***
## Common Issues
Trainer holds the qualification but still shows an issue
Check the document is verified. For a qualification, also check it's the exact code in the pathway, and that it was issued within any refresh period you set.
Staff suddenly showing as not meeting the set
A pathway may have reached its **Accepted until** date. Staff need to meet one of the remaining pathways.