Moving requirements and documents through the workflow

The requirements and requirement documents workflows define the path requirements and documents take from initial draft to implementation. To move a requirement or document through the workflow, it is assigned to users who perform the required work. When the work is complete, the user adds an event to the item to move it to the next step in the workflow. Information about events is tracked in the item workflow history. See Moving Items Through the Workflow.

The default requirements and documents workflows include events for common actions performed. See Default requirements and documents workflows. The steps you follow and available actions may be different depending on your team's workflow.

To add workflow events to requirements or documents:

• When working in the Requirements list, Requirement Documents list, or an open document, choose an option from the Workflow menu.
• When working in a specific item, click the button for the workflow event to add.

See Adding workflow events to items.

All event information is saved with requirements and documents. To view workflow history, open an item and click the Workflow tab. See Viewing workflow event history.