Introduction

The Requirement Management (RM) solution provides a contract file structure and the ability to intelligently file documents into the appropriate contract file folder. This allows users to more efficiently manage their contract files and documents.

This page describes how to update the contract file to your organization's structure and how to add text to use for search in the intelligent document filing.

Modifying the contract file folder structure

The contract file has several parent folders and under each parent folder are a number of subfolders. Both the parent and subfolders can be modified.

To modify the contract file folders:

1. Navigate to the Solutions Customization Suite site.
2. Select Requirements Management on the navigation.
3. Select the Business Logic tab.
4. Select EDIT, which will open the expression rule AS_RM_UT_contractingFolderStructure_v1_custom.
5. For each parent folder, update the following to match your organization's subfolders.
   • The folderName parameter for each parent folder and subfolder.
   • The subFolders array to list the correct subfolders for each parent folder.

Intelligent document filing

To allow the solution to search a document name and file it into the correct contract file folder:

1. Open the expression rule AS_RM_UT_contractingFolderStructure_v1_custom.
2. Modify the textMatch parameter under each subfolder to contain text the solution should search document names to place in that folder.

EXAMPLE

The following is an example of a defined parent folder and subfolders in the AS_RM_UT_contractingFolderStructure_v1_custom expression rule.

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...
{
    folderName: "Requirements Development",
    subFolders: {
      {
        folderName: "Acquisition Strategy, Analysis of Alternatives, IPT Documentation",
        textMatch: {"Strategy",
                    "Acquisition Strategy",
                    "IPT"
        },
        subFolders: {}
      },
      {
        folderName: "Acquisition Plan(AP)",
        textMatch: {
          "Acquisition Plan"
        },
        subFolders: {}
      },
      {
        folderName: "Market Research Documentation",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Requirements Checklist",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Appointment Letters",
        textMatch: {
          "COR Appointment"
        },
        subFolders: {}
      },
    }
  },
  {
    folderName: "Solicitation",
    subFolders: {
      {
        folderName: "Combined Synopsis and Solicitation",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Notice of Subcontracting Opportunities",
        textMatch: {},
        subFolders: {}
      },
      {
        folderName: "Pre-Solicitation Notices, Synopsis(and Amendments), Exemption, Responses Special Notice",
        textMatch: {},
        subFolders: {}
      },
    }
  }
...