This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 24.2 and may not reflect the interfaces or functionality of other Appian versions. |
Through the Requirement Management Settings site, business users can view, add, and edit the requirement review processes that assign default review trees to a type of requirement.
This page describes how to use the Requirement Management Settings site to configure requirement reviews.
On the Requirement Management Settings site, a grid lists all of the information that is pertinent to requirement reviews. Users can use this information to determine which reviews already exist and when they were last updated.
After you access the Requirement Management Settings site, you can view the Requirement Reviews page by clicking Requirement in the left navigation menu.
A list of the existing requirement reviews display. You can search this list for a particular review. Clicking the history icon will take you to the Review History for that review. This view shows a list of all the changes that have been made to the review.
Clicking a review name displays the review tree for that review process and allows you to edit it.
See the Creating a new review section for more details on adding review processes.
To create a new requirement review:
Select the Operation and enter the Threshold Amount to configure the funding amount that qualifies a requirement for the review process.
Click Review Group to add review groups to the review.
Hours
, Days
, or Weeks
.With the Requirement Management Settings site, requirement reviews can be easily updated.
To update a Requirement Review:
If desired, update the Review Name, Requirement Type, Requirement Category, Operation, Threshold Amount, and/or Status.
Click Review Group to add review groups to the review.
Hours
, Days
, or Weeks
.All future requirements will use the modified requirement review. Requirements that are already in process or completed will not be affected.
Configuring Requirement Reviews