Accessing Requirement Management Settings Site

Introduction

One of the main differentiators of Appian Requirement Management (RM) is its ability to empower business users to manage their own requirement checklists without having to rely on their already overloaded IT departments.

Through the Requirement Management Settings site, business users can:

• Manage categories that group checklist items together.
• Manage checklist items that can be chosen for requirement checklists.
• Manage requirement checklists that assign default checklist items for a type of requirement.
• Manage requirement review processes that automatically assign review trees for types of requirements.
• Manage requirement checklist recommendations to set what checklists are automatically recommended for new requirements.

Accessing the Requirement Management Settings site

The Requirement Management Settings is a separate site in the RM application. Only business users with the appropriate group membership can access it. This ensures that only a few have access to sensitive checklists.

To access the Requirement Management Settings site:

1. Make sure you are in the AS RM Requirements Management Settings Site Access.
2. From the Requirement Management site, select the navigation menu > Requirement Management Settings

The Welcome to Requirement Management Settings page will display. You can click a card to choose a setting or navigate to a settings page from the side panel.

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