View this page in the latest version of Appian. Access Requirements Management Settings Site Share Share via LinkedIn Reddit Email Copy Link Print On This Page This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions. The Requirements Management Settings site is a standalone site where business users can configure checklists and categories, review processes, and other settings for Requirements Management (RM). The Requirements Management Settings site gives business users direct control over requirement configuration without requiring changes in Appian Designer. Through this site, users with access can: Configure categories that group tasks together. Configure tasks that can be chosen for requirement checklists. Configure requirement checklists that assign default tasks for a type of requirement. Configure requirement review processes that automatically assign review trees for types of requirements. Configure document review processes that assign default review trees to a document type or template. Configure requirement checklist recommendations to set what checklists are automatically recommended for new requirements. Configure questionnaires to customize questions for capturing organization-specific information. Configure contract folders to organize and manage your contract files. Configure message templates to use as a starting point for repetitive or routine communications. Prerequisites for the Requirements Management Settings site The Requirements Management Settings site is a separate site in the RM application. Only users with the AS RM Requirements Management Settings Site Access group membership can access it. This ensures that only authorized users can modify sensitive checklist and review configurations. Access the Requirements Management Settings site From the Requirements Management site, click > Requirements Management Settings. Use the navigation pane to navigate the Requirements Management Settings page. Feedback Was this page helpful? SHARE FEEDBACK Loading...
