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. |
The Requirement Management (RM) Home page is the primary page that users and managers will use to complete tasks and track requirements. For other users, it is their home for keeping on top of their requirement work. For managers, it is an invaluable tool to keep track of requirements at a high level and identify issues.
The Home page will display different information depending on the user. This page provides an overview of the Home page and describes the display differences each user will see.
Managers will see the following information:
All other users will see the following information:
The user can search their list of Requirements by entering words or numbers in Search my requirements. They can filter the list by selecting a status from the drop-down list. They can also ADD REQUIREMENT to the application.
When a Requirement is selected, the following actions are available:
For managers:
Clicking a requirement name opens the requirement summary page.
Managers:
All other users:
The following actions are available in the checklist items list:
Manager:
All other users:
You can add a new Requirement directly from the homepage by clicking ADD REQUIREMENT.
Adding a new requirement walks you through the process of entering the information needed to start the requirement package.
By default, only members of the Requestor
and Requestor Manager
groups see the Add Requirement action. See the Groups Reference Page for more information about groups in RM.
Home Page Overview