Creating Specifications

Under each requirements project, you can add functional specifications that define the project, its purpose, and its goals. A project can contain multiple specifications. To create specifications, you can use existing templates or create a new one. For example, prerequisites and functional specifications.

You can create specifications using existing templates or create a new one. For more information on specification templates, refer to the Creating Templates topic.

To create specifications, follow these steps:

  1. Go to Application Menu > Data Catalog > Requirements Manager.
  2. In the Requirements Workspace pane, right-click a project.
  3. Click Create Specification.

    4. The Create Specification page appears.

  4. Enter appropriate values to the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    5. Field Name

    Description

    Specification Template Type

    Displays a list of available specification templates. Select an appropriate template. You can create templates and add artifacts to templates under Requirements Manager Settings.

    For example, Health Migration Template.

    Specification Template Description

    Displays the selected specification template type’s description.

    For example: The Health Migration Template is to capture functional and business requirements of the data migration project.

    Specification Name

    Specifies the name of the specification.

    For example, OrganMatch.

    Specification Version

    Specifies the version of the specification.

    For example, 1.01.

    Specification version is autopopulated. For more information on specification version, refer to the Configuring Version Display topic.

    Version Label

    Specifies the version label of the specification.

    For example, Beta.

    For more information on specification version label, refer to the Configuring Version Display topic.

    Specification Description

    Specifies the description of the specification.

    For example: The specification uses the Health Migration Template to capture functional and business requirements of the data migration project.

    Specification Owner

    Specifies the specification owner's name.

    For example, Jane Doe.

    Status

    Specifies the status of the specification.

    For example, Pending Review.

    Mail Comments

    Specifies mail comments that are sent to project users.

    For example: The specification uses the Health Migration Template.

    For more information on configuring email notifications, refer to the Configuring Email Settings topic.
  5. Click .

    6. A new specification is created and added to the Specifications tree.

    A tree of artifacts appears under the specification node. These are the artifacts that were added to the selected specification template.

Once a specification is added to a project, you can enrich it further by:

Right-click a specification in the Requirements Workspace pane to manage it. Managing specifications involves:

  • Editing specifications
  • Creating specification version
  • Sharing specification link
  • Exporting and importing specifications
  • Copying specifications
  • Deleting specifications