D.A.R.C. Requirements

The Dealers Accreditation Requirements master (dealers.accreditation.requirements) is the list of documents every applicant must submit. Each requirement corresponds to one row on the checklist that appears on a dealership's partner record.

Audience

MSD Administrators and Dealer Dev Managers. Dealer Dev Users can view the list but not edit it.

Opening the list

Dealer Dev ▸ Configuration ▸ Dealers Accreditation Requirement

The list is editable-inline — click any cell to edit in place. No separate form is needed for the common case; a form view exists for completeness but rarely needs opening.

The fields

Field	Purpose
seq (handle)	Display order. Drag the handle to reorder. The step-by-step sequence UAAGI expects the applicant to submit documents in.
DARC Requirements (name)	The requirement label, e.g. LOI, COMPANY PROFILE W/ BUSS. PLAN.
active	Boolean toggle. Active = currently required; Inactive = no longer required, hidden from the compliance count.

The shipped list

The module ships 16 requirements, ordered by sequence (data/dar_data.xml):

seq	Name
1	LOI
2	COMPANY PROFILE W/ BUSS. PLAN
3	DEALER APPLICATION SHEET
4	FBA - FORM
5	FBA - ITR
6	FBA - AFS
7	FBA - BIR
8	FBA - SEC GIS
9	FBA - Business Permit
10	FBA - Bank Cert. line
11	NDA
12	DATA SHARING AGREEMENT
13	MoU
14	SITE SCORING SHEET
15	MANAGEMENT SCORING
16	LOA

"FBA" groups the Financial & Business Assessment documents. "LOA" is the Letter of Approval issued once accreditation is granted.

Active vs inactive

• Active requirements appear on every dealer's checklist and count toward the compliance percentage.
• Inactive requirements:
  • Are not rendered as new checklist rows on dealer partners.
  • Do not count toward the compliance percentage numerator or denominator.
  • Historical checklist rows (from when the requirement was active) remain on each dealer for reference — inactive requirements don't auto-delete.

Use Inactive instead of deleting when a requirement is retired — this preserves the history of what was required at the time each dealer applied.

Adding a requirement

Click New (or the blank row at the bottom of the list in editable mode):

1. Enter the DARC Requirements name.
2. Set seq to control the position. The list is ordered by seq asc, so lower numbers sort first.
3. Leave active on (default).

Every existing dealer partner will get a fresh checklist row for this new requirement the next time their form loads. No one-time migration is needed.

Renaming a requirement

Editing name changes the display on every existing dealer's checklist — the master record is referenced, not copied. Safe for typo fixes; for meaningful changes (e.g. replacing one requirement with another), prefer deactivating the old one and creating a new one — this keeps each dealer's compliance history interpretable.

Reordering

Drag the seq handle in the list view. Reordering does not renumber existing checklists — the checklist's own seq field is populated at creation time but is otherwise independent. For pristine ordering on fresh dealers, update the master then re-open each dealer (new rows will pick up the new ordering).