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 or Requirement Documents list, select the item and click an event on the Workflow bar. Only valid events for the selected item are available.
• When working in a requirement or document, click an event on the Workflow bar.
• When working in an open document, choose an event from the Workflow menu.

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.