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6 comments

  • requirementone

    Hi!

    I would like to create templates related to my industry but I am not sure about the balance between generic templates and very specific templates?

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  • requirementone

    We suggest that you start wtih templates that are general in nature and then you can supplement with more templates later that are specific to certain types of industries or products.

    Let's try to a look at an example for a 'Specification template' for regular desktop based software.

    The general template would contain (in this case simplified) categories and requirements (prefixed by ‘R’) literally like this i.e. general in nature:

    1. Overview
    • R1 System overview
    • R2 List of system components

    • User interface

    • Use cases

    • R3 Flow 1

    • R4 Flow 2

    • Screens

    1. i. R5 Screen A
    2. ii. R6 Screen B
    • Features

    • Feature 1

    • R7 Feature 1 details

    • R8 Feature 1 details

    • Feature 2

    • R9 Feature 1 details

    • Hardware requirements

    • R10 RAM

    • R11 Resolution

    • R12 Hard Drive

    A specific template should be for a CRM System (many different useful specifications could be defined):

    1. Overview
    • R1 CRM overview
    • R2 List of system components

    • User interface

    • Use cases

    • R3 Login

    • R4 Add customer

    • iii. Etc.

    • Screens

    • R5 Customer view

    • Etc.

    • Features

      • Customer record
    • R6 Customer fields and validation

    • R7 Customer report

    • Etc.

    • Hardware requirements

    • R8 Desktop / laptop

    • R9 4GB RAM

    • R11 1024 * 768 resolution

    • R12 50GB Hard Drive

     

    With that said you will have to decide on whether it makes sense to include the general sections in a single specification for the general use template and maybe do separate templates with variations for these components or not?

    It could be that for specialized templates that all these categories are included and maybe keep some of them generic and or mostly empty to keep the overall structure and populate e.g. the feature section.

    So we end up with the template(s) being best practice and generic that users can use as a guideline and adapt and then you can add more templates for specific project variation that you think will have a general appeal.

     

    "We are always ready to help"

    The RequirementOne Team

    www.requirementone.com

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  • requirementone

    How do users that have purchased/copied a template to their project get easy access to the corresponding article on the forum?

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  • requirementone

    That is a good question. They can of course always go to the forum and do a search however a link to the forum article is automatically appended to the description for the copied template.

    So just just go to the settings (configure) by clicking on the little blue cog for your specification, project plan or questionnaire to see the details and direct link to the specific forum article.

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  • fbolder

    Is there a possibility to create a template for on of the Apps like Specification and save this one for own usage? When creating a new specification there would be an option to select an earlier used template or a saved template. 

     

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  • RequirementOne HelpDesk

    Hi fbolder,

    That is a request we get frequently and the feature is included on the road map for release later this year (private organizational templates). 

     

    You can see our live release plan here:

    http://helpdesk.requirementone.com/entries/21497068-RequirementOne-Platform-release-plan

     

    "We are always ready to help"

    The RequirementOne Team

    www.requirementone.com

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