Configuring Requirement Reviews

Introduction

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.

Viewing 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.

Creating a new review

To create a new requirement review:

1. From the Requirement Reviews page, click ADD REVIEW.
2. Enter a Review Name.
3. Select the Requirement Type. The default requirement types are Mod or New. See Modifying Dropdown Lists for instructions on how to modify these values.
4. Select the Requirement Category. The requirement types are Facilities, IT Hardware, IT Services, IT Software, Telecom, or Other.

5. Select the Operation and enter the Threshold Amount to configure the funding amount that qualifies a requirement for the review process.

   

6. Add the groups that will perform the default review for that requirement type.

   • Click Review Group to add review groups to the review.

     

7. Modify the review groups. You can do this in the following ways:
   • Modify the default Precedents.
     • Note: A precedent is a review group that must complete the review before another group begins reviewing.
   • Modify the default Assigned Group.
   • For Duration, enter a number to indicate how long that item will take to complete once it's started.
   • For Duration Unit, select whether the Duration is for Hours, Days, or Weeks.
   • Click X to delete review groups.

   

8. After you have added and modified the desired review groups, click ADD REVIEW.

Updating an existing review

With the Requirement Management Settings site, requirement reviews can be easily updated.

To update a Requirement Review:

1. From the Requirement Reviews page, click the review name that you want to update.

2. If desired, update the Review Name, Requirement Type, Requirement Category, Operation, Threshold Amount, and/or Status.

   

3. Add the groups that will perform the default review for that requirement type.

   • Click Review Group to add review groups to the review.

     

4. Modify the review groups. You can do this in the following ways:
   • Modify the default Precedents.
     • Note: A precedent is a review group that must complete the review before another group begins reviewing.
   • Modify the default Assigned Group.
   • For Duration, enter a number to indicate how long that item will take to complete once it's started.
   • For Duration Unit, select whether the Duration is for Hours, Days, or Weeks.
   • Click X to delete review groups.

1. Click SAVE CHANGES.

All future requirements will use the modified requirement review. Requirements that are already in process or completed will not be affected.

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