> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Choose which Standards apply

> Use conditions on platform, industry, company type, tier and company fields to keep Standards relevant to each client.

<Note>
  Branch preview for the September 18 release. These controls are not yet published. Screenshots show MSPortal Demo running the release branch.
</Note>

**Audience:** MSP staff who manage the Standards catalog. Company platform
changes require Planner write access. Editing a standard's conditions requires
Standards settings management; company field conditions also require
custom-fields read access. Saving requires active billing.

Applicability answers “should this client have this standard?” It does not change
whether a tool is installed or whether a deployment has been completed.

## Set a company's device platform

Open **MSP Tools > Standards**, expand **Company device platform**, and choose the
company. Select **Only PCs**, **Only Macs**, or **PCs and Macs**, then select
**Save**. Standards can then test the platform with a **Device platform** condition.

<Frame caption="Choose the company and its device platform.">
  <img src="https://mintcdn.com/msportal/aVtJQfiX2_wSPVca/images/product/standards-company-platform.png?fit=max&auto=format&n=aVtJQfiX2_wSPVca&q=85&s=3ef15502917ba74bae84aa09c3bfcbaa" alt="Acme Corporation configured for Only PCs with the Mac-only standard excluded." width="3840" height="2160" data-path="images/product/standards-company-platform.png" />
</Frame>

## Add conditions to a standard

<Steps>
  <Step title="Open the standard">
    Open **Settings > MSP Tools > Standards**, expand the category, and select the
    standard's name to open its editor. Find **Applies to**.
  </Step>

  <Step title="Add a condition">
    Select **Add condition**. Choose what to test, a comparison such as **is any of**,
    and the values. A new standard applies to every company until you add one.
  </Step>

  <Step title="Combine conditions">
    With two or more conditions, choose whether the standard applies when
    **all conditions match** or when **any condition matches**.
  </Step>

  <Step title="Save and check the matrix">
    Select **Save**, then return to Standards. Companies that don't match show the
    standard as a locked N/A.
  </Step>
</Steps>

| Condition           | Tests                                                                                                                                                                                          |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Device platform** | The company's platform. A Mac standard uses **Device platform is any of Only Macs, PCs and Macs**.                                                                                             |
| **Industry**        | The company's industry.                                                                                                                                                                        |
| **Company type**    | The company's PSA company type.                                                                                                                                                                |
| **Standards tier**  | The tier mapped to the company's type.                                                                                                                                                         |
| **Company fields**  | Any company custom field. Option fields use **is any of** or **is none of**. Text fields support **contains**, and number and date fields support greater, less, before and after comparisons. |

Standards that used a device platform or one company field before this release
keep the same result. Their rules appear as conditions in **Applies to**.

Rule-driven N/A cells cannot be edited and do not count as compliance gaps.
Their previous deployment answers are retained. If a later rule change makes a
standard applicable again, its saved answer becomes visible again.

## Missing values

A company with no value for a condition keeps the standard, so incomplete records
cannot silently improve its compliance percentage. To target companies with no
value, use **is empty** or **is not empty**. For example, **Industry is not empty**
excludes companies whose industry was never set.

Compliance checks use the same conditions, plus device conditions. See
[Compliance Settings](/user-guides/settings/compliance#choosing-which-companies-and-devices-get-a-check).

## Understand scoring and service plans

Condition exclusions remove inapplicable checks from the
Standards compliance calculation and the corresponding Client Health scoring.
Client Health can reflect an earlier scoring run; compare scope and refresh time.

Service-plan membership is a separate setting in each standard's editor. An empty
plan selection means all plans. A standard outside a company's target plan is
de-emphasized with an explanatory dot, but plan membership currently does not
reduce the compliance denominator.

## Troubleshooting

| Symptom                                        | Check                                                                                                               |
| ---------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| The company is missing from the picker         | Check the app's company selector and your permitted company scope.                                                  |
| A company field is missing                     | Check custom-fields read access. User fields cannot be used in conditions.                                          |
| A company with no value still has the standard | This is intentional. Complete the value, or use **is empty** or **is not empty**.                                   |
| A cell is locked N/A                           | Review the standard's **Applies to** conditions. Changing a deployment status cannot override them.                 |
| Save is disabled                               | Finish or remove incomplete conditions, such as **is any of** with no values.                                       |
| A higher score appears without new deployments | Excluding a required check changes the number of applicable checks. Review the exclusions alongside the percentage. |

<CardGroup cols={2}>
  <Card title="Manage the Standards catalog" icon="wrench" href="/user-guides/settings/standards">
    Create and organize the standards used by these rules.
  </Card>

  <Card title="Read the Standards matrix" icon="table-cells" href="/user-guides/msp-tools/read-standards-matrix">
    Interpret recorded deployments, exclusions, and required checks.
  </Card>
</CardGroup>