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Importing a reference requirement

 

Prerequisite

• Access to the File > Requirement (REQ021) menu.

 

Introduction

See in this article how to import reference requirements from an Excel spreadsheet into SoftExpert Requirement. Thus, it is possible to add several reference requirements at once.

 

Downloading and filling out the import spreadsheet

1. Access the File > Requirement (REQ021) menu.

2. Click on Search to display the list of records.

3. Click on More and choose the Import option.

4. On the screen that will be opened, select Reference requirement import and click on Start.

5. The screen of the Select file step will open.

6. Go to the First time? section and click on the specified location.

7. Open the RQREVISION spreadsheet that has been downloaded.

8. The RQREVISION tab displays the columns of the general reference requirement data. The Recommendations column specifies which general data field each column represents, and which must necessarily be filled or not.

9. Fill out the columns of the fields of the requirements to be imported. Each filled row in the columns will be equivalent to a reference requirement.

10. Save the spreadsheet. The requirements are ready to be imported.

• If the required columns are not filled out, the system will not validate the import.

• The columns that reference the system records must be filled with the exact same information as that of the system.

• The extension of the file must be .xls and said file must maintain the same language downloaded from the system. For example: if the spreadsheet is downloaded while SoftExpert Suite is in English, but is imported later on with SoftExpert Suite in Portuguese, the system will not validate it.

• The Responsible ID # and Starter user columns must be filled out with the user ID.

 

 

Importing a reference requirement

 

Conclusion

The reference requirements will be duly recorded. This is a very practical way to create multiple requirements all at once!

To learn more about editing the requirement data after the import, refer to the Creating a reference requirement and Configuring the requirement structure articles.


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