Follow

Step 3: Define a Specification

The Specification app makes it easy for you and your team to access all records relating to a particular project. Records can be frameworks, business requirements, functional requirements, use cases and test cases.

Think of a specification as a single document, each section is a record, organised with a table of contents.

Click image to enlarge

From the Specification app you can create a completely new specification or you can pick one from the Solutions Store.

Create a Specification

  1. From the Specification tab, click + NEW SPECIFICATION
  2. Select either the Create New or Pick From Solution Store tab and select the Basic requirement specification from the Solution store. Click OK.
    • Create New - enter a name and description and click OK. The new specification appears in the list of specifications associated with a particular project.
    • Pick From Solution Store - search by category or scroll down the available specification templates. Select the one you want and click OK. The selected specification appears in the list of specifications associated with a particular project.

Now that you have a specification created, you can configure the details, or add a new record.

Configure your Specification

  1. Click the configure wheel next to the specification name.
  2. Click on edit next to the headings to edit the information. To change the specification name, edit the Details section.

Add a new record

  1. Click on your specification name which will take you back to your specification.
  2. Add a record by clicking + NEW RECORD

Next Steps

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk