Reviewing requirements and documents

You may be asked to review requirement documents and provide feedback. You can add review notes to provide feedback about changes needed to an entire document or individual requirements in a document. You can also add comments to clarify information or provide general notes that do not require changes to the document or requirement. Any notes or comments added to requirements can be viewed in the document.

1. In the Requirement Documents list window, select the document to review and click Open Specification Document.

The document opens in the Specification Document window.

2. Select a snapshot from the version list to view a historical document version.

The window changes to gray to indicate you are viewing a snapshot. Select <Current Version> to view the current document.

3. Customize the view to display information you need.

  • Click Show All Notes and select an option to display requirement review notes and comments.
  • Select a Filter to display specific requirements. For example, you may want to only view requirements you own. You can also filter the columns in the contents area. See Filtering list window columns. You cannot apply filters to snapshots.
  • Right-click the column header in the contents area to add or remove columns. You can also move columns. See Changing list window columns and fonts.
  • To view an image in a separate window, click the image. In the View Image dialog box, you can zoom in and out, save, or print the image. Click Close to close the dialog box.
  • To copy document contents to the clipboard, select the contents and choose Edit > Copy.

4. Select the document or a requirement in the requirements tree and click Add Note to add a review note or comment to it. See Adding requirement and document review notes and Commenting on items.

Indicators, such as locks and flags, are displayed to point out additional information. See Requirement and document indicators.

When you finish reviewing the document, enter a workflow event to move it to the next step in the workflow. See Adding workflow events to items.