Creating a requirement mapping

General data

ID #

Enter a number or code to identify the requirement. If you prefer, use the arrow next to this field to generate an automatic identifier. Don't forget that, if the use of the identification mask was configured in the requirement type, the mask will be displayed when the automatic ID # is generated. Remember that the ID # generated through the mask can only be edited if the "Allow changing ID #" option is checked on the requirement type data screen. Otherwise, it will not be possible to edit the generated ID #.

Name

Enter a name for the requirement.

Revision

This field will be filled in by the system with the ID # corresponding to the current revision of the mapping.

Revision date

This field will be filled in by the system with the date on which the requirement revision was closed.

Requirement

Select the requirement whose mapping is being added. Note that only the requirements whose revision is closed will be available for selection.

Requirement revision

This field will be filled out by the system with the ID # of the current revision of the selected requirement.

Business unit

Select the business unit for which the previously selected requirement should be implemented or in compliance with.

Department

This field will only be displayed if, in the previously selected requirement type, it is set that the mapping will be by "Business unit and department". Select the business unit departments which the previously selected requirement should be implemented in or in compliance with. To do this, on the screen that will be opened, locate and select the desired departments and save the selection made. The departments for which the requirement will be mapped will be displayed just below this field. To disassociate a department of the requirement, position the mouse over it and click on the "Close" option.

Responsible

This field will be filled in by the system with the user data that is creating the requirement mapping; however, it is possible to edit it. In this case, select the user responsible for the mapping. Use the other buttons next to the field to add a new user and make them responsible for the mapping, fill out the field with the logged user data and clear it.

Responsible team

Select the team that will be responsible for the requirement mapping that is being created. Use the other buttons next to the field to create a new team and make it responsible for the mapping, edit the selected team data and clear the field.

Reference document

Click on the button, next to the field and on the screen that will open, locate and select the document (SE Document) to which the requirement refers.

URL

Enter the URL where you can find the documentation to which the requirement refers. For example, a labor law article etc.

Content

Describe the requirement that is being created. Use the options in the upper part of the field to format the content text of the requirement.