To edit the data of a mapping, select it on the main screen list of records and click on the toolbar button. At this point, the data screen will be opened.
The way to edit the record varies according to the revision method configured in the requirement type and to the status. On the upper panel, in the Record section, the following buttons will be available:
▪Simplified revision Current status: The Enable editing button will be displayed. Click on this button to create a new edition for the record. Thus, it will be possible to make changes without affecting the current version. Then, click on "OK" to confirm this operation.
Under revision status: The Release version and Discard changes buttons will be displayed. Thus, it will be possible to execute the revision or discard it to start a new revision.
▪ISO9000 based revision Current status: The Add new revision button will be displayed. Click on this button to add a new revision and enable editing. After the creation confirmation, the Requirement mapping revision task will be created for the responsible parties.
Once done, the other sections will also be available:
General data
The fields in this section will be displayed completed as entered during the addition of the mapping, and they can be edited. See a detailed description of the fields available for editing in the Creating a requirement mapping section.
Attribute
This section lists all attributes associated with the requirement type through the Configuration Requirement type menu. Then, required attributes must, mandatorily, have their values filled out. To do that, simply enter them in the attributes list itself. Remember that the method to enter an attribute value depends on the configurations set when creating the attribute.
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This section will only be displayed if the requirement type has revision control via Workflow or based on the ISO9000 standards. Thus, if it is necessary to complement the revision information, it is possible to access and edit its data. For further details about this operation and its respective fields, see the Revising mappings and requirements section.
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Use this section to configure the security list of the requirement mapping. To do this, in the upper part of this section, select one of the following options: Public (any user of SE Requirement will have access permission) or Restricted (only certain users of SE Requirement will have access permission). When selecting the "Restricted" option, the side toolbar buttons will be enabled. Click on the button and fill out the following fields on the data screen that opens:
1.
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In the Access type field, select one of the following options to set the access type that will compose the security list:
▪Team: It will be composed of the members of a team previously created in SE Requirement. ▪Department: It will be composed of users from a selected department. ▪Department/Position: It will be composed of users from a specific department of the company, who have a specific position. ▪Position: It will be composed of users who hold specific position in the company. ▪User: It will be composed of a specific user. ▪All: It will be composed of all users who have access to SE Requirement. |
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In the Controls field, it is possible to select actions that may or may not be performed in the requirement mapping structure. To do so, select the controls that will be granted to access the type selected previously:
▪Add: Add departments or controls to the requirement mapping. ▪Edit: Edit the records associated with the requirement mapping (departments and/or controls). ▪Delete: Delete the records associated with the requirement mapping (departments and/or controls). ▪View: View the structure of the requirement mapping. |
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Select in the Permission field, if the controls checked previously will be granted or denied for access type.
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According to selected access type, Search fields will be enabled to be filled out. Use them to facilitate the search of users who will form the security list.
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Then, click on the button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select those that will make up the security list and save the record. Use the SHIFT or CTRL keys on the keyboard or check next to each item to select more than one record at a time.
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Validity
The data configured for the mapping revalidation defined in the record type will be displayed in this section. This section will only be displayed if there is a validity configuration associated with the mapping requirement type.
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Click on this option to open the structure screen of the requirement being mapped, according to the revision template configured in the requirement type. For further information on this operation, see the Mapping requirements section.
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While the requirement mapping has a revision in the "Draft" step, it will be possible to carry out the mapping of the requirement structure.
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After editing the required data, save the record.
See the procedure to close the requirement mapping editing step in the Finishing a mapping section.
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