Editing requirement document details

Edit requirement document details to add additional information or make changes based on review comments or changes to related items.

The following information applies to editing document information. If you want to change the requirements included in a document, open the document. See Modifying requirement documents.

1. In the Requirement Documents list, click next to the document and choose Edit Details.

The Editing Requirement Document page opens.

2. Make any changes.

• The left pane displays Custom Fields values. The available fields and grouping depends on how Helix ALM is configured for your team. To learn more, see Configuring field layouts.
  • To scroll to a field group, click Scroll to and select a field group.
  • To expand a field group, click . To collapse a group, click . To expand all groups, click . To collapse all groups, click .
  • If information is available about a field group, mouse over to display a tooltip.
• The right pane displays the following tabs:

Tab	Displays:	More information
Overview	Read-only summary of item information, including workflow events and tracked email.	Using the Overview tab
Detail	A detailed document description.	Adding requirement documents
Workflow	Work performed on the document as it moves through the workflow.	Viewing workflow event history
Snapshots	Historical versions of the document captured at project milestones or specific points in time. Snapshots are used to compare document versions and view differences between them.	Viewing requirement document snapshots
Files	Files attached to the document, including files attached from source control applications, such as Surround SCM.	Viewing and downloading file attachments
Email	Email sent about the document. 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 document 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. You may also view the impact analysis graphically.	Working with item links, Performing impact analysis, and Diagramming traceability
Folders	Folders the document is included in. You can add the document to other folders, move it to different folders, or remove it from folders. You cannot add or move the document to public folders you do not have permission to modify or are locked, or locked private folders. You cannot remove the document from locked folders.	Organizing items with folders
Baselines	Baselines the document is in. You can view the document as it was when added to the baseline, view differences between the current document and document in the baseline, and view differences between the document in two baselines.	Working with baselines from items
History	Historical information about the document, such as when it was created, when it was last modified, and all actions performed on it.	Viewing item history

3. Click Watch to be notified every time the document details change. See Watching items to be notified about changes.

4. Click Open Document to view the document and work with requirements in it. See Working with requirement documents.

5. Perform any additional actions.

• To move the document 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 document, click Actions and choose an action.
• To run a report that includes information about the document, click and choose a report. See Running reports.
• To send email about the document, click and choose an option. See Emailing from Helix ALM.

6. Save the document.

• Click Save to save and close the document.
• Click Apply to save and continue working on the document.