Importing a requirement mapping
Prerequisites
• Access to the File > Requirement mapping (REQ024) menu;
• Requirement released.
Introduction
See in this article how to import a requirement mapping from an Excel spreadsheet into SoftExpert Requirement. Thus, it is possible to add several mappings at once.
Downloading and filling out the import spreadsheet
1. Access the File > Requirement mapping (REQ024) 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 Requirement mapping creation 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 RQMAPPINGREVISION spreadsheet that has been downloaded.
8. The RQMAPPINGREVISION tab displays the columns of the general requirement mapping 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 mappings to be imported. Each filled row in the columns will be equivalent to a requirement mapping.
10. Save the spreadsheet. The mappings 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, such as the reference requirement ID #, 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. Remember that it is not mandatory to fill out the Starter user column.
Importing a requirement mapping
Once the spreadsheet is duly filled out and saved, perform the following steps:
1. Access the File > Requirement mapping (REQ024) 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 Requirement mapping creation and click on Start.
5. The screen of the Select file step will open.
6. Click on the indicated location in the Send file field. Select the spreadsheet and click on Open.
7. Click on Next.
8. In the Execute step, check if the imported data is correct.
9. If there is an error with part of the information, click on Previous, correct the Excel file, and import it again.
10. When everything is correct, click on Next again and confirm the operation.
11. The View step will display all imported data. If any problems have occurred, the Error description column will inform the error to be corrected.
12. If there are any errors, the corrections must be made in the Excel file, which must be imported again.
13. If everything is correct, click on Finish.
Conclusion
The mappings will be duly recorded. Once done, it is necessary to map the requirements; for further details on this operation, refer to the Mapping requirements or Mapping requirements via import articles.