Requirement documents security commands
The Add Requirement Documents and Edit Requirement Documents commands must be enabled to use many of the features controlled by the following commands.
The See Tab commands are only useful if the Add Requirement Documents, Edit Requirement Documents, or View Requirement Documents commands are enabled.
Keep in mind that the navigation for accessing commands in the Helix ALM web client is different than the desktop client, but command security enabled in the desktop client applies to the same commands in the web client.
Command | Provides access to: | More information |
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Assign Requirement Document Numbers | Activities > Assign Requirement Document Numbers | Requires the Delete Requirement Documents and View Requirement Documents commands. |
Renumber Requirement Documents | Activities > Renumber Requirement Documents | |
Add Requirement Documents | Create > Requirement Document File > Import > Microsoft Word Import |
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View Requirement Documents | Edit > View when a document is selected Open Specification Document button in the Edit Requirement Document and View Requirement Document windows |
If the Edit Requirement Documents command is enabled, users can still view documents by choosing Edit > Edit. Disable the Edit Requirement Documents command if you do not want users to view documents at all. |
Edit Requirement Documents | Edit > Edit when a document is selected Edit button in View Requirement Document window |
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Delete Requirement Documents | Edit > Delete when a document is selected | |
Duplicate Requirement Documents | Edit > Duplicate when a document is selected | |
Create Requirement Document Snapshot | Create Snapshot button on the Snapshots tab in the Edit Requirement Document and View Requirement Document windows | |
View Requirement Document Snapshot | View, View Snapshot Details, View Differences, and View All Differences buttons on the Snapshots tab in the Edit Requirement Document and View Requirement Document windows Snapshots menu in the Specification Document window |
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Edit Closed Requirement Documents | Edit > Edit when a closed document is selected Edit button in the View Requirement Document window if the document is closed |
Requires the Edit Requirement Documents command. |
Edit Locked Requirement Documents | Edit > Edit when a locked document is selected Edit button in the View Requirement Document window if the document is locked |
Requires the Edit Requirement Documents command. |
Edit Requirement Documents Assigned to Anyone | Edit > Edit when a document assigned to another user is selected Edit button in the View Requirement Document window if the document is assigned to another user |
Requires the Edit Requirement Documents command. |
Edit Own Historical Actions | Edit > Edit Event when the Workflow tab is selected in the Add Requirement Document or Edit Requirement Document window | Lets users edit their own workflow events only. Requires the Edit Requirement Documents command. |
Edit Other's Historical Actions | Edit > Edit Event when the Workflow tab is selected in the Add Requirement Document or Edit Requirement Document window | Lets users edit anyone’s workflow events. Requires the Edit Requirement Documents command. |
See Detail Tab | Detail tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows Detail event information on the Overview tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows |
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See Workflow Tab | Workflow tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows Workflow event information on the Overview tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows |
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See Snapshots Tab | Snapshots tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
See Links Tab | Links tab in the Add Requirement, Edit Requirement, and View Requirement windows | |
See Files Tab | Files tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
See Attachments Tab | Attachments tab on the Files Tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
See SCC Tab | Source Files tab on the Files tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | Lets users view source control actions that have already been performed but not perform source control actions. Enable the Perform SCC Actions command to enable the source control buttons (e.g., Attach File, Get) on the Source Files tab. If a user does not have access to the See SCC Tab or Configure SCC Project Options commands, the Configure Source Control Integration menu option is also disabled because these options do not apply. |
See Email Tab | Email tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows Email on the Overview tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows |
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See Folders Tab | Folders tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
See History Tab | History tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
Add Attachments | Attach, Paste, and Screen Capture buttons on the Attachments tab in the Files tab in the Add Requirement Document and Edit Requirement Document windows | |
Remove Attachments | Remove button on the Attachments tab in the Files tab in the Add Requirement Document and Edit Requirement Document windows | Requires the Edit Requirement Documents, Edit Requirement Documents Assigned to Anyone, Edit Own Historical Actions, or Edit Other's Historical Actions commands. |
View/Extract Attachments | View and Extract buttons on the Attachments mini tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
Bulk Change Requirement Documents | Activities > Bulk Requirement Document Changes | Enable for administrative security groups only. This command gives users the ability to permanently change all documents in the project. |
Override Workflow | Activities > Override Workflow | Requires the Delete Requirement Documents command. |
Perform SCC Actions | All buttons (e.g., Attach File, Get) on Source Files tab in the Add Requirement Document and Edit Requirement Document windows | Requires the See SCC Tab command. |
Send Tracked Email | Send Email button in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
Reply to Tracked Email | Reply To button on the Email tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows Reply To button in the View Email dialog box |
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View Tracked Email | View button on the Email tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
Delete Tracked Email | Delete button on the Email tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
View All Review Events | Requirement document review events in Review Mode View in the Specification Document window Review events on the Overview tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows |
Lets users view all review events. |
View Review Events Added By This Security Group | Requirement document review events in Review Mode View in the Specification Document window Review events on the Overview tab in the Add Requirement, Edit Requirement, and View Requirement windows |
Lets users view only review events entered by other users in the security group. |
Move Requirements In Requirement Documents | Arrows on the Specification Document window toolbar when Document View is selected | |
Remove Requirements From Requirement Documents | Edit > Remove Requirement Remove button on the Specification Document window toolbar when Document View is selected |
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Add Requirements To Requirement Documents | Add Requirement button in the Specification Document window toolbar when Document View is selected Creating new requirements from existing requirements when the Require adding new requirements to a document option is selected in the item mapping rule |
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Mark Linked Items as Suspect | Workflow > Mark Suspects Mark Suspect button on the Links tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows |
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Clear Suspect | Clear Suspect button on the Links tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows Clear Suspect button in the Investigate Suspect Dependencies window when investigating requirement document dependencies |
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Investigate Suspect Dependencies | Activities > Investigate Suspect Dependencies Investigate button on the Links tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows |
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See Workflow Diagram Tab | Diagram tab on the Workflow tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
See Entire Workflow from Workflow Diagram Tab | Entire workflow option in the Show list on the Diagram tab on the Workflow tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | |
See Jira Issues Tab | Jira Issues tab in the Add Requirement Document, Edit Requirement Document, and View Requirement Document windows | Only available if Jira integration is enabled for the project. |
Perform Jira Actions | Activities > Attach Jira Issues Activities > Create Jira Issue Attach Jira Issues and Remove buttons on the Jira Issues tab in the Add Requirement Document and Edit Requirement Document windows Create Jira Issue button in the Add Requirement Document and Edit Requirement Document windows |
Only available if Jira integration is enabled for the project. |