ReqSuite® Requirements Manager (RM)
Process Guide

This sophisticated assistance function serves for the guided elaboration of project contents on the basis of context-sensitive work instructions and provides all necessary interface windows and additional information. To this end, it delivers suggestions in terms of subsequent instructions on how to further proceed with open tasks in the context of the opened project to participants that are responsible for specific content elements. This feature is further enhanced by a task pane to the right of the main screen giving a concise overview of completed and open tasks assigned to the respective participants.

The process guide can be activated and deactivated via menu item “On” and “Off”, respectively, when navigating the menu bar from button “Assistance”  down to the submenu “Process Instructions”. It supports project participants at geting adaptive and context-sensitive assistance throughout the entire process of elaborating relevant information. The Process Guide offers all the necessary functions directly via hyperlinks or correspondingly named function buttons (see Figure 1).

Figure 1. Process Guide Activation

Figure 2. Sample work instructions of the Process Guide for a user

Using the following buttons, various functions, some of which are related to the instructional process and some of which are generic, can be operated in the Process Guide as follows:

  • Start now: Initially the Process Guide will greet you with a welcome message and the collection process can be started by clicking on “Start Now”.
  • Postpone task: By clicking on “Postpone task” you can skip the currently displayed work instruction, i. e. it will not be considered by the Process Guide until further notice. This is useful, for example, if you cannot edit a step at this point in time for whatever reason. However, users responsible can resume such a work instruction at a later point in time for processing in the course of a reactivation.
  • Complete task: Click on the “Complete task” button to confirm that the current step has been processed and the next work instruction is to be displayed. The Process Guide checks in the background whether this step has been processed with the required accuracy and notifies you of any gaps in the content. From now on, this button will be displayed as “Already done” when you call up this step again using the navigation arrows described below.
  • Try again: If you have not completed or postponed at least one of the steps, the “Try again” function button will appear at the end of the instructions. By clicking on this button, you will be re-instructed by those steps or, in the case of delayed steps, you will be prompted to reactivate the latter via a corresponding hyperlink in the instruction text.

In the Process Guide, all business functions can be called up within the work instructions by clicking on correspondingly marked hyperlinks:

  • Capture content: To enter or identify the content elements belonging to a content type (also known as content category) in a corresponding work instruction, click on the hyperlink “list”. A dialog box will open (see Figure 2), in which you can choose from the following options:
Figure 3. Sample capture of content elements
  • Add element(s): You can create the elements belonging to the content category by clicking on the upper left button “Add <category name>” and rename them under “Name”. If you are working in a project with a collaboration strategy, select the users responsible for creating these elements from the selection menu in the “Responsible” column of the table. To delete created items, use the “Delete” button in the corresponding table row.
  • Link element(s): As an alternative to “Add element(s)”, you can reuse content elements that you have already determined in the context of the project at the respective point. To do this, select the content items you want to use from the list below under “Select existing <category name>”.
  • Import element(s): You can also import content from projects that have been reused. To do this, click on the button “Import <category name>” in the upper right-hand corner and a corresponding preview window for importable content will be opened (see Figure 3). In such an import window, you can use the checkboxes to select whether and which content elements of the corresponding content type you want to import into your current project. You can also specify whether these contents are to be imported as a reference or as a copy. Content that is reused as a copy can be further edited without affecting the base project from which it was imported. Referenced content is synchronized with the original base project and can only be revised there. The concrete functioning of the information contained in the section on reuse.

Figure 4. Sample import of content elements

Figure 5. Task Pane

  • Link content: Linking of content is done automatically when using the Process Guide. During the capture of content elements, ReqSuite® connects these elements to all associated elements without manual intervention. However, you can also postprocess these relationships manually using the Content Manager.

Note: ReqSuite® explicitly distinguishes between capturing content elements and the detailing of these elements. Identification (with a short name or keyword) is the main focus of the recording process, while detailing is concerned with concretisation and formulation using predefined templates and/or notations.

  • Detail content: To formulate content, click on the “Description template” hyperlink in a corresponding work instruction. Alternatively, you can access the description template by double-clicking on the content element in the Content Manager. An editing window will open.

Note: The use of the Process Guide is optional and can be switched on or off at any time by clicking on “Process Guide: On/Off” in the menu bar, top right. Note that the filtering of content in the Content Manager caused by activating the Process Guide is canceled as soon as you deactivate the Process Guide. If you only want to hide the display area of the Process Guide, click on the upper dot in the middle of the surrounding window frame. The same procedure also applies to the input/output and output of the Hide the Content Manager.

Working with and without Process Guide is not mutually exclusive, but complements each other. You can switch between project work via the Content Manager and project work with Process Guide support as often as you like. This is because it adapts dynamically to the current situation and can also provide useful work support if content changes were previously made exclusively via the Content Manager.

For more hands-on details on the process guide feature of ReqSuite, please take a look at the following tutorial video: