Webinar Q & A: Closing the Gap Between Risk and Requirements
Thanks to everyone who attended the Closing the Gap Between Risk and Requirements webinars last week! Here are the edited questions and answers from both sessions.
Questions & Answers
Q: Is the risk management solution a separate tool? Everything that I demonstrated during the webinar was done within one tool—TestTrack. But, because different licenses activate different features within TestTrack, to do everything I demonstrated requires a TestTrack RM (Requirements Management) license. If you are a TestTrack user, but don’t see any documents in your TestTrack instance, you probably don’t have a TestTrack RM license. Contact your account manager or email firstname.lastname@example.org for more information about TestTrack RM. Q: Is the record FR-46xxx based on the section of the document or based on each and every paragraph of the document? Every paragraph in a TestTrack document is a record in its own right, including things like section headers. Typically, you don’t want section headers to be part of your risk management process, so for those types of document elements, create them as a “Document Header” requirement type. Q: Can you import Microsoft Excel spreadsheets and Word documents? Yes you can! Use Microsoft Word Import to import from a Word document. Doing so will break up your document into individual requirements, based on either styles (which is usually best) or outline numbers. To import from Excel, save your spreadsheet as a .csv file, then use Text Import. The Import wizard will help you to map columns in your Excel spreadsheet to fields in TestTrack, so that a row in Excel becomes a requirement or risk record in TestTrack. You can then add them to documents as you need. Q: Are the FMEA and ACT artifacts TestTrack requirement types? Yes—exactly. Here are a couple of tips to help you replicate what I did during the webinar:
- I used security group functionality to hide fields on a requirement type basis, so that you only see fields relevant to the type of record. As you saw in the demo, you are presented with a different set of fields for functional requirements than with a risk or action record.
- I used automation rules and different workflow states to push records along the correct workflow, depending on the type of record—such as a different workflow for requirements, risks, and actions.
Q: How do the people to whom risks are assigned get a notification about the risks assigned to them? TestTrack has a full email notification system, which you can configure to send someone an email when a risk is assigned to them. Be careful not to overuse that feature if the person is a frequent TestTrack user, as you don’t want to inundate them with notifications. Instead, you might adopt an intermediate strategy of only sending emails if action isn't taken within a certain period of time. Q: Can we assign risks to external parties, i.e., employees of other companies? Yes, you can add external people to the database and assign them risks. Give them the level of access to TestTrack that you want them to have—for instance, maybe just access to the records that are assigned to them, and allow them to only perform the tasks they need to take, such as providing signoff. Q: Can users also be notified when a requirement is changed and their tests could be affected? Yes, absolutely. In terms of change management, the way it works for risk is very similar to the way it works for test cases. As I demonstrated, features like suspect flagging and impact analysis work the same for test cases as for risks. Q: Can we get a copy of the project you used? Yes—email me at email@example.com to request a copy. Q: What level of database skills are needed to use TestTrack? None. If you’re asking how do you create the different processes depending on your risk process, then you don’t need any database skills; you can just add the states, actions, custom fields, and so on using TestTrack, which has a simple, intuitive interface. No coding or database skills required. If you are asking about database skills to host TestTrack and its database, we offer TestTrack as a cloud (hosted) option, so we take care of all that IT stuff for you. (Alternatively, you can choose to host TestTrack and its database yourself.) Q: Is there a minimal package that includes requirements, risks, and test cases? You can learn more about different licensing options here, but it’s probably easiest to email firstname.lastname@example.org and ask your account manager for help. Q: TestTrack provides scripting so that RPN numbers can be calculated. Can the field’s background color also be set from the script, based on threshold level? You can’t make numbers change color depending on the value, but you can create a related field with values—such as Acceptable, Concern, or Not Acceptable—which are set automatically based on RPN thresholds, and this field can be color-coded. Q: Could you talk about use by teams using Agile development models? TestTrack supports Agile and hybrid very well. This is probably a good topic on its own. For more information, see http://www.seapine.com/testtrack/agile for resources. Here are some videos where I discuss a slightly different but related topic, scaled Agile: https://www.youtube.com/watch?v=Qv-HmhIIjzYhttp://www.seapine.com/blog/2015/09/using-testtrack-scaled-agile-framework-part-1/Q: How did you set up the specifics for the Risk Management report? This is a matrix report, which can be used to show any trace relationship. Here is a link to the Help topic on creating matrix reports: http://help.seapine.com/testtrack/2016.0.0/ttclient/Default.htm#ClientUser/CreatingMatrixReports.htm