Navigating RequirementONE

Here's what you need to know to navigate your way around RequirementONE.

This is the RequirementONE home page. Each of the numbered sections is described in more detail below.

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Jump to section: 1 2 3 4 5 6 Next Steps

1 - Navigation bar

The Navigation bar is the dark bar at the top of the screen. By default, your first project is selected. A project is a collection of related work, compliance for example. You can change this to a different project using the drop down menu next to your project name.

Once you have selected a particular project, the menu items that have been configured for that project will appear in the Navigation bar. In the project menu itself:

• Workspace takes you to the project dashboard
• Configure Project lets you set up the project configuration
• All Documents takes you a list of all documents in the selected project
• Finally, all other projects are listed alphabetically

2 - Action bar

The action bar gives you access to the Solution Store, Global Search and User Profile.

The Solution store, and Global search can be accessed by clicking on the appropriate icon.

Click on	Expands to	Description
Check Mark		This takes you to the solution store, which is a marketplace for pre-defined best practice templates that can be downloaded and customized to meet your needs.
Magnifying Glass		This takes you to global search, which allows you to find a particular term in any documents across your project.

Your User Profile can be accessed by clicking on your name. Here you can change your password, update your company information (admin only), view your projects (admin only) and update your payment details. This is also where you log out of RequirementONE.

3 - Breadcrumb

There is a breadcrumb on each page showing where you are within RequirementONE. You can click anywhere on the breadcrumb to navigate through the hierarchy.

4 - Configure Project

This option allows you to configure your project, including editing the menu's, creating roles and setting permissions.

5 - Workspace

The workspace area is completely configurable. In a newly created project this area is blank, until you have added in some documents, and promoted them to Primary Navigation. Once that is done, this is where you can see the content you have created, as well as manipulate the content by creating, configuring, editing or deleting it.

6 - Help

Every screen has contextual help, to assist with common tasks.

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8 - Contact us

Get in touch with the RequirementONE team. We love to hear from you.

9 - Help Desk and Forum

Get help from RequirementONE experts both within the company and across the community to answer any questions you may have.

10 - Context sensitive help

Each section of help includes an overview, a description of what you can do on the page with links to the documentation and Tips to help you get the most from RequirementONE.

Data Views

All data views including filters and visualization keep their state. For example, if you use a filter against a document, that filter would be maintained even if you navigate away from the page