February 28, 2012

Use Automated Notifications to "Watch" Approved Requirements

Helix ALM
Here's a quick look at how you can set up TestTrack to notify you of changes to approved requirements. Following is a sample workflow for requirements, where we're essentially putting every requirement into one of three silos: Ready for Review, Approved, or Implemented. [caption id="attachment_11044" align="aligncenter" width="575" caption="Simple requirements workflow diagram"][/caption] For requirements that have been implemented or marked obsolete, you can configure the workflow to lock them automatically and prevent edits. Approved requirements  might need to be edited for various reasons, whether just to correct a typo or make significant changes based on customer feedback. You probably don't care about typo corrections, but definitely want to be in the loop when a requirement changes significantly. To keep track of changes to approved requirements, you just need to set up a notification rule that watches for changes to approved requirements. Create a filter that looks for requirements in the Approved state, then go to Tools > Administration > Automation Rules and click the Notifications tab. Click Add to create a new rule, give it a name, select your new filter, and then click on the Trigger When tab. Select the "Requirement is changed" trigger condition, then click the Actions tab and add a send email action.
[caption id="attachment_11051" align="aligncenter" width="256" caption="Set trigger condition for email notification"][/caption] [caption id="attachment_11050" align="aligncenter" width="256" caption="Add email action for change notification"][/caption]
There's a default email template called Requirement Changed, which works for most people. By default, it gives you information on who made the change and what they changed along with some of the requirement's metadata, like type and priority. The templates are easy to update if you need other information. Just to go Tools > Administration > Email Templates to edit an existing template or create a new one.