Viewing requirements

You can view read-only requirement information without preventing other users from editing the requirement at the same time. You can also send email, enter workflow events, and perform other actions when viewing requirements.

Requirement details are displayed in the following areas:

  • The top area displays the requirement summary and available actions you can perform on the requirement.
  • The overview area on the left displays the current status, general information about the requirement, and custom field values.
  • The details area on the right displays the requirement description and additional information about the requirement, organized in tabs.

Tip:  Click the the Show/Hide Areas buttons buttons to hide the overview or detail area, or show both areas.

1. In the Requirements list, click the requirement number or summary.

The Viewing Requirement page opens.

Note:  Icons or messages may indicate the item is locked or marked as suspect. See About item status indicators.

A summary of item information, including workflow events and tracked email, is displayed on the Overview tab. See Using the Overview tab. Additional information is displayed on the following tabs.

Information is displayed in the overview area and on the following tabs.

Tab Displays: More information
Detail A detailed requirement description. Adding requirements
Workflow Work performed on the requirement as it moves through the workflow. Viewing workflow event history
Versions Historical versions of the requirement included in document snapshots captured at project milestones or specific points in time. Viewing historical requirement versions
Documents Documents the requirement is included in. Viewing documents that requirements are included in
Files Files attached to the requirement, including files attached from source control applications, such as Surround SCM. Viewing and downloading file attachments
Email Email sent about the requirement. You can reply to email. Available only if email tracking is enabled for the project. Viewing email and Replying to email
Traceability Items linked to the requirement and options to perform impact analysis. You can add, edit, and delete links, mark linked items as suspect to indicate they may be impacted by changes, and investigate suspect dependencies. Working with item links and Performing impact analysis
Folders Folders the requirement is included in. You can add the requirement to other folders, move it to different folders, or remove it from folders. You cannot add or move the requirement to public folders you do not have permission to modify or are locked, or locked private folders. You cannot remove the requirement from locked folders. Organizing items with folders
Baselines Baselines the requirement is in. You can view the requirement as it was when added to the baseline, view differences between the current requirement and requirement in the baseline, and view differences between the requirement in two baselines. Working with baselines from items
History Historical information about the requirement, such as when it was created, when it was last modified, and all actions performed on it. Viewing item history

2. Click Edit to edit the requirement. See Editing requirements.

3. Click Watch to be notified every time the requirement changes. See Watching items to be notified about changes.

4. Perform any additional actions.

  • To move the requirement through the workflow, click a workflow event button. For example, click Assign to assign it to another team member. Click More to see additional events. See Adding workflow events to items.
  • To perform various actions on the requirement, click Actions and choose an action.
  • To run a report that includes information about the requirement, click the Reports button and choose a report. See Running reports.
  • To send email about the requirement, click the Email button and choose an option. See Emailing from Helix ALM.