Adding requirement and document review notes

When you review a requirement document, you can add review notes to provide feedback about the entire document and individual requirements in the document. For example, add a document review note if a change affects the structure of the document or add a requirement review note to indicate a specific change needed in a requirement.

The following steps refer to a Review Note workflow event. The review workflow events and fields you use may be different depending on your team's workflow.

1. Open the document in the Specification Document window..

2. To add a note to a requirement, select it, click Add Note in the toolbar, and select Review Note.

To add a note to the document, select the document in the requirements tree, click Add Note in the toolbar, and select Review Note.

The Review Note dialog box opens.

3. Enter or select any information.

• Review Note By—Likely defaults to the logged in user, but you can select another user. Click to search for a user. See Searching for users and customers in fields.
• Date—Likely defaults to the current date and time, but you can enter or select another date and time.
• Notes—Your detailed feedback on the requirement or document, such as changes needed or questions.
• Custom Fields—Unique fields your team uses to capture additional information.

4. Click the Attachments tab to attach any files to the review note, such as screenshots. See Attaching files.

5. Click OK.

The note is added to the item. If you are editing a requirement directly in the document and have unsaved changes, the review note is not added until you save the requirement.

• Document review notes are displayed on the Workflow tab in the document details.

• Requirement review notes are displayed under the corresponding requirement.