5 Working With Requirements

Requirements reflect the test plan for the project. Similar requirements can be grouped together into branches for easy management. Once entered, they can be associated with the tests that address them.

5.1 Adding Requirements

Note:

The fields and options available to you may be different than those shown in the following examples if your system has been customized by your system administrator.

To add a requirement:

  1. Select the Requirements tab.

  2. Click Add.

    This dialog box has the following options:

    Name - enter the name of the requirement.

    Type - enter the type of requirement. These options can be changed by your system administrator.

    Owner - select the user that owns the requirement. Only users with read permission for this project are listed. These options can be changed by your system administrator.

    Status - select the status of the requirement. These options can be changed by your system administrator.

    Priority - select the priority of the requirement. These options can be changed by your system administrator.

    Description - enter additional details about the requirement.

    Reset - sets all fields back to their original values.

    Attachment - lets you add an attachment or link to this requirement.

    File - lets you add an attachment to the Attachments section.

    • Browse - displays the Choose File dialog box for selecting the file to attach.

    Link - lets you add a link to the Links section.

    • Title - enter a descriptive title for the link. This will be displayed in the Links section.

    • Link - enter the URL. For example, http://www.company.com. If a title is not entered, the URL is displayed in the links section.

  3. Enter the requirement details.

  4. Click OK.

5.2 Deleting Requirements

To delete one requirement or branch:

  1. Select the requirement or branch that you want to delete.

  2. Click Delete.

  3. Click Yes when asked to confirm the deletion. The requirement and all its sub requirements are deleted from the database.

To delete multiple requirements:

  1. Select the requirements you want to delete using SHIFT-click and CTRL-click.

  2. Click Delete. The Delete Requirements dialog box is displayed showing the selected requirements.

    Selected nodes - lists the nodes that you selected. Uncheck any nodes that you do not want to delete.

    OK - deletes the selected nodes.

    Reset - checks all of the nodes.

  3. Deselect any nodes that you do not want to delete.

  4. Click OK.

5.3 Editing Requirements

Note:

The fields and options available to you may be different than those shown in the following examples if your system has been customized by your system administrator.

To edit a requirement:

  1. Select the requirement you want to edit.

  2. Click Edit.

    This dialog box has the following options:

    Name - enter the name of the requirement.

    Type - enter the type of requirement. These options can be changed by your system administrator.

    Status - select the status of the requirement. These options can be changed by your system administrator.

    Owner - select the user that owns the requirement. Only users with read permission for this project are listed. These options can be changed by your system administrator.

    Priority - select the priority of the requirement. These options can be changed by your system administrator.

    Description - enter additional details about the requirement.

    Reset - sets all fields back to their original values.

  3. Make any changes.

  4. Click OK.

5.4 Editing Multiple Requirements

You can edit several requirements at the same time if you want to make the same change to them all. To edit multiple requirements:

  1. Select the requirements you want to edit.

  2. Select Edit Requirement from the right-click menu.

    Selected nodes - lists the selected nodes. Deselect nodes that you do not want to edit.

    Fields - the fields listed are determined by the type of node and whether there are any custom fields.

    Check Box - select the check box to change the field's value. The change will be applied to all of the selected nodes.

  3. Deselect any nodes that you do not want to change.

  4. Select a field that you want to change.

  5. Select or enter the new value. The change will be made to all of the selected nodes.

  6. Repeat for all fields that you want to change.

  7. Click Save.

5.5 Associating Test Plans With Requirements

There are two ways to associate test plans with requirements. You can search for test plans that contain designated values in one or more fields or you can select test plans from a tree view.

To associate test plans with a requirement using search:

  1. Select the requirement with which you want to associate test plans.

  2. Select Add/Edit in the Associated Test Plans section of the right pane.

    Saved filters - lists the saved filter configurations. Select a saved filter to edit or delete it.

    Save - displays the Save Criteria dialog box for saving the settings. Filters do not have to be saved.

    Delete - deletes the selected saved filter.

    Search for - displays whether you are searching issues, requirements, tests, test plans, or test sets.

    that match - select how to apply the filtering criteria.

    • all - match all of the configured criteria. This setting places an AND between the criteria. For example, if you wanted to view all issues with a high priority that are assigned to you, use this option.

    • any - match any of the configured criteria. This setting places and OR between the criteria. For example, if you wanted to view all issues with either a high priority or a high severity, use this option.

    • a combination - this setting lets you combine AND and OR. For example, if you wanted to view all issues assigned to Mary or Caren with a high priority, use this option. This option lets you select how to group the criteria using parenthesis as required. For example:

      (((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR Severity = High)
      

    <left parenthesis> - select the left parenthesis up to three.

    Field - select the field that you want to use to select the items to display.

    Operator

    • Equals - causes only items that match the value for the selected field to be displayed.

    • Not Equal to - causes only items that do not match the value for the selected field to be displayed.

    Value - enter or select the value of the field that you want to use to select the items to display.

    <right parenthesis> - select the right parenthesis up to three.

    <operator> - select the operator to use, AND or OR.

    <delete> - deletes the corresponding criteria.

    <expression> - shows the filtering expression you are creating as you select criteria.

    Results - displays the nodes that match the search criteria.

    • Select - places the selected nodes in the Associated Nodes field.

    • Select All - places all nodes in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Enter the search criteria or select a saved filter and click Search.

  4. Select the test plans that you want to associate and click Select or click Select All to associate all test plans that matched the search criteria.

  5. Click OK. The test plans are listed in the right pane under associated test plans.

To associate test plans with a requirement using the tree view:

  1. Select the requirement with which you want to associate test plans.

  2. Select Add/Edit in the Associated Test Plans section of the right pane.

    <test list> - double click test plans to add and delete them from the list of associated test plans or select the test plans you want to add and click Select.

    • Select - places the selected test plan in the Associated Nodes field.

    • Select All - places all test plans in the Results field in the Associated Nodes field.

    Associated Nodes - displays the test plans that are associated with this requirement.

    • Remove - removes the selected test from the Associated Nodes field.

    • Remove All - removes all tests from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Select the test plans you want associated with this requirement and click Select or click Select All to associate all test plans.

  4. To remove nodes from the Associated Nodes field, select the nodes and click Remove or click Remove All to remove all nodes.

  5. Click OK. The test plans will be listed in the right pane under associated test plans.

5.6 Associating Tests With Requirements

There are two ways to associate tests with requirements. You can search for tests that contain designated values in one or more fields or you can select tests from a tree view.

To associate tests with a requirement using search:

  1. Select the requirement with which you want to associate tests.

  2. Select Add/Edit in the Associated Tests section of the right pane.

    Saved filters - lists the saved filter configurations. Select a saved filter to edit or delete it.

    Save - displays the Save Criteria dialog box for saving the settings. Filters do not have to be saved.

    Delete - deletes the selected saved filter.

    Search for - displays whether you are searching requirements, tests, or issues.

    that match - select how to apply the filtering criteria.

    • all - match all of the configured criteria. This setting places an AND between the criteria. For example, if you wanted to view all issues with a high priority that are assigned to you, use this option.

    • any - match any of the configured criteria. This setting places and OR between the criteria. For example, if you wanted to view all issues with either a high priority or a high severity, use this option.

    • a combination - this setting lets you combine AND and OR. For example, if you wanted to view all issues assigned to Mary or Caren with a high priority, use this option. This option lets you select how to group the criteria using parenthesis as required. For example:

      (((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR Severity = High)
      

    <left parenthesis> - select the left parenthesis up to three.

    Field - select the field that you want to use to select the items to display.

    Operator

    • Equals - causes only items that match the value for the selected field to be displayed.

    • Not Equal to - causes only items that do not match the value for the selected field to be displayed.

    Value - enter or select the value of the field that you want to use to select the items to display.

    <right parenthesis> - select the right parenthesis up to three.

    <operator> - select the operator to use, AND or OR.

    <delete> - deletes the corresponding criteria.

    <expression> - shows the filtering expression you are creating as you select criteria.

    Results - displays the nodes that match the search criteria.

    • Select - places the selected nodes in the Associated Nodes field.

    • Select All - places all nodes in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Enter the search criteria or select a saved filter and click Search.

  4. Select the tests that you want to associate and click Select or click Select All to associate all tests that matched the search criteria.

  5. Click OK. The tests are listed in the right pane under associated tests.

To associate tests with a requirement using the tree view:

  1. Select the requirement with which you want to associate tests.

  2. Select Add/Edit in the Associated Tests section of the right pane.

    <test list> - double click tests to add and delete them from the list of associated tests or select the tests you want to add and click Select.

    • Select - places the selected test in the Associated Nodes field.

    • Select All - places all tests in the Results field in the Associated Nodes field.

    Associated Nodes - displays the tests that are associated with this requirement.

    • Remove - removes the selected test from the Associated Nodes field.

    • Remove All - removes all tests from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Select the tests you want associated with this requirement and click Select or click Select All to associate all tests.

  4. To remove nodes from the Associated Nodes field, select the nodes and click Remove or click Remove All to remove all nodes.

  5. Click OK. The tests will be listed in the right pane under associated tests.

5.7 Emailing Requirements

You can email a requirement to one or more people. For email to work, the SMTP server must be configured using the Oracle Test Manager Administrator. To email a requirement:

  1. Click the Requirements tab.

  2. Select the requirement that you want to email and click Email.

    Send to - enter the email addresses of the people to whom you want to email this requirement. Separate email addresses by a comma.

    To - displays the Select Email recipients dialog box for selecting recipients from a list.

    Subject - enter the text that you want to appear in the subject of the email. The default includes the name and id of the requirement.

    Message - enter the text that you want to appear in the message.

  3. Enter the recipient email addresses separated by a comma or click To to display the Select Email Recipients dialog box.

    <recipient list> - lists users in you database that have email notification enabled.

    Select - adds the selected recipients to the To field.

    To - displays the selected recipients separated by a comma.

  4. Select the recipients that you want to receive the requirement and click Select. Note that only users in your database that have email notification enabled are listed in the dialog box.

  5. Click Done when you are finished.

  6. Change the subject if necessary.

  7. Enter a message if necessary.

  8. Click OK.