1. Using Innovation Management
  2. Actions on Requirements Specifications and Requirements

Actions on Requirements Specifications and Requirements

On requirements specifications and requirements, the Actions list items offer ways to modify the business object or gather more information about the object.

Use the Actions menu to do the following:

  • Send: opens a dialog to send notifications to other users. Select users from the list in the Send dialog box and add a message to the notification, to help solve issues.

  • Launch Graphical Navigator: opens a graphical display of the business object and its related objects. It's also a useful tool to understand details about large requirements structures.

  • Save as New Version: saves the object with the same content, but with a new name.

  • Manage Team: controls who has access to read and modify the object. From the Allow Access To setting, select an option - Team members only or Everyone - to select users to have access to the object.

  • Submit for Approval: opens a dialog to name who will receive the object for approval.

  • Export: opens a dialog to configure an export procedure of the object's content. Export Requirements Specifications and Requirements to share and collaborate with others. Download history reports to either HTML, PDF, Word or XML formats for future reference. Remember that history is recorded only if the version of the requirements specification is two and higher.

  • Generate Traceability Report: on requirements specifications and concepts, launches a report that lists administrator-defined attributes and helps you understand details. Click Generate Traceability Report to run a report in either HTML, CSV or XML formats. Click View Audit Trail in the Tasks panel to view the historical records of the export and traceability reports generated.

  • Terminate Workflow: terminates the approval workflow of a requirements specification.

  • Delete: opens a dialog to delete the object.

  • View Approvals: a quick-view access to the Approval History of a Submitted or Approved requirements specification (from within the object). The dialog displays a read-only summary that corresponds to the History section of the worklist notification. (You can't approve or reject the requirements specification with this dialog.) Remember that the View Approvals action appears only when the requirements specification moves beyond the Draft state.

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