Creating New Requirements

The first step to defining and developing your processes is to identify your test requirements. After you have your requirements identified and defined in Certify, then you will begin to create processes and link the requirements to your processes. As you run your processes, the requirement status will show if the requirement was fulfilled during execution.

To create a requirement:

1. In the Navigation pane, click Requirements.

   The Requirements window appears.

2. In the Requirements Navigation pane or Summary pane, right-click in the pane and select New Requirement or click the New Requirement button.

The New Requirement dialog appears.

3. In the Details tab, specify the information for this requirement by entering information to the following fields:

   Field	Description
   Name	Enter a unique name for the requirement. Requirement names can have a maximum of 100 characters. Special characters and numbers are allowed in names.
   Description	Enter a description for the requirement. Descriptions can have a maximum of 2048 characters. Special characters and numbers are allowed in descriptions.
   Risk	From the Risk drop-down list, select one of the following values: Low Medium High
   Priority	From the Priority drop-down list, select one of the values: Low Medium High
   Requirement Type	Requirement types allow you to define which attributes are visible for each requirement. From the Requirement Type list, select a value that your administrator has already created.
   Estimated Effort	Enter the number of hours that this task will take to be completed.
   Actual Effort	After you have completed the work on this requirement, enter the number of hours that it actually took to finish.
   Percent Complete	While you are working on this requirement, you can enter the actual percentage of completed work.
   Source Document	You can add additional information to this requirement by providing a directory path to a document. Click the Source Document Browse button to browse to the document location. Click the Link   button to open the attached document.
   Inactive	If you do not want this requirement enforced at this time, select this option.

•     Note:  Besides the Name field, all other fields are not required. You do not have to add values to these fields.

The Status and Status Date fields are read-only. These fields are updated each time a result execution is promoted to or reset from a Result of Record. For more information, see Promoting a Result to a Result of Record.

4. Click the Attributes tab.

The Attribute tab displays all attributes that are available to the requirement.

5. (Optional) Select attributes that you want linked to the requirement. All attribute names followed by an asterisk must have a value.
6. Click OK.

The new requirement displays in the Requirements Summary pane and Navigation tree.

To edit a requirement:

1. In the Navigation pane, click Requirements.

   The Requirements window appears.

2. In the Requirements Navigation tree, right-click on an existing requirement and select Edit.

   The Edit Requirement dialog opens.

3. Apply your edits and click OK.

To delete a requirement:

1. In the Navigation pane, click Requirements.

   The Requirements window appears.

2. In the Requirements Navigation tree, right-click on an existing requirement and select Delete.

   A Confirm Delete message appears.

3. Click Yes to delete the requirement.

   The requirement is deleted.

 

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