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Add, Edit, and Delete Requirements

Applies to QAComplete 12.94 SaaS, last modified on December 06, 2021

To work with requirements, go to Requirements > Show Requirements.

Create a requirement

To create a requirement, click Add New on the Requirements screen.

Requirements: The Add New button

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On the subsequent Create Requirement form, describe a new requirement on the Edit tab. To quickly describe the requirement using data from the recently created requirement, use auto-fill – select a recent entry in the Auto-Fill From Recent drop-down list.

Tip: The required fields are marked with a red asterisk (*).
The Create Requirement form

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To learn more about each field, see Requirements Reference.

Use other tabs to provide the users who will work on this requirement with some additional information (see below).

Once your requirement is ready, click Save and Close to apply the changes you have made.

The new requirement will appear on the Requirements screen.

Edit a requirement

To perform operations with a specific requirement, click the Edit button on the row of the needed requirement.

Requirements: The Edit Requirement button

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On the Edit Requirement form, apply the changes you need to the requirement: for example, edit the fields describing the requirement, attach new error logs, add comments, and so on. See below for more information.

  • To apply the changes you have made and return back to the Requirements screen, click Save and Close.

  • To apply the changes you have made and stay in the Edit Requirement form, click Save.

  • To revert the changes and return back to the Requirements screen, click Cancel.

The Cancel and Save buttons on the Edit Requirement form

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Delete a requirement

To delete a requirement, click Delete on the Edit form, then confirm this action in the subsequent dialog.

Miscelanneous actions

Edit Requirement form: The Linked Items panel

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To add comments

Switch to the Notes tab and click Add New:

Create Requirement: The Notes tab

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To attach files

Switch to the Files tab and do one of the following:

  • Drop the file you need to the panel.

  • Click Choose File and upload a file from your device.

  • Click Add / Link Files and upload the attachment in the subsequent dialog.

Tip: Use commands in the Action column to download, open, or delete attachments.
Create Requirement: The Files tab

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To view the history of changes

Switch to the History tab of the Edit form, or switch to the Fast Edit History tab to see changes made to the item as part of a bulk.

To learn more about history of changes, see the corresponding topic.

To review and print an item
  • On the item list screen, click the  Printer Friendly button on the row of the needed item.

—OR—

  • Click  Printer Friendly at the top of the Edit form.

On the review form, QAComplete generates a QR code. Use it to quickly access this item from another device:

Review form: QR code

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To email an item
  • On the item list screen, click the  Email button on the row of the needed item.

—OR—

  • Click  Send Email at the top of the Edit form.

To learn more about the emailing functionality in QAComplete, see Emails.

To make a requirement active

On the Create Requirement or Edit Requirement form, select the Active Requirement check box to mark the requirement you are creating or editing as active.

See Also

About Requirements

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