Configuring Requirement Reviews

Introduction

Access the Requirements Management Settings site to view, add, and edit the requirement review processes that assign default review trees to a type of requirement.

Preset requirement reviews are used to automate the requirement review process respectively using a template. When the parameters of a review template are met during the review process, it triggers the review tree as the configured custom requirement review processes are recommended when requirements are submitted for review.

This page describes how to use the Requirements Management Settings site to configure requirement reviews.

View requirement reviews

To view requirement reviews:

1. Navigate to the Requirements Management Settings site.
2. Expand Review Workflows and select the Requirement Review option to navigate to the Requirement Review page.
3. Enter requirement review keywords in the search field and click SEARCH to filter the requirement review list.
4. Click Recent Activity icon corresponding to a requirement review to navigate and view its modification history.

Create requirement reviews

To create requirement reviews:

1. Expand Review Workflows and select the Requirement Review option to navigate to the Requirement Review page.
2. Click Plus iconCREATE to open the Add Review wizard.
3. Enter a Review Name.
4. Select Requirement Type using the dropdown. The default requirement types are Mod and New. See Modifying Dropdown Lists for instructions on how to modify these values.
5. Select Requirement Category using the dropdown. The default requirement categories are Facilities, IT Hardware, IT Services, IT Software, Telecom, and Other.
6. Select Operation using the dropdown. The Operation dropdown contains relational operators such as < and =; and is dependent on the threshold amount to trigger a review based on the amount.

7. Enter the Threshold Amount. Threshold amount defines the funding amount to qualify a requirement for the review process.

   

8. Add the review groups to perform the default review for the requirement type.
   1. Click the Plus iconAdd Review Group link.
   2. Select Precedents using the multi-select dropdown.

      Note:  A precedent is a review group that must complete the review before another group begins reviewing.

   3. Select Assigned Group using the multi-select dropdown. Review groups indicate the user groups that receive the requirement review task and use precedents (an upstream assigned group) to trigger and chain a review. Review groups without precedents are kicked off immediately when a requirement is submitted for review.
   4. Select Days to Complete to define the number of days the review must be completed once it is started.
   5. Click X icon to remove a review group.

   

9. Click ADD REVIEW to create the requirement review.

Update requirement reviews

To update requirement reviews:

1. Expand Review Workflows and select the Requirement Review option to navigate to the Requirement Review page.
2. Click a requirement review to open the Edit Review wizard.
3. Update the requirement review fields.

4. Check or uncheck the Active checkbox to mark a requirement review active or inactive respectively.

   

5. Click SAVE CHANGES to update the requirement reviews.

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