Add Or Edit Requirements

Requirements are the goals a piece of software must achieve in order to be accepted. For example, the Requirements of a website might be that it works on devices and is usable across browsers. Plutora Test allows users to create any number of Requirements that can be reused in multiple tests.

Plutora Test allows users to add or edit any number of Requirements, so they can be reused in multiple tests.

Also see how to Quick Search and Advanced SearchFilter RequirementsDuplicate Requirements, and Delete Requirements.

To add or edit a Requirement:

  1. Click Requirements.
    Requirements
  2. Add or edit a Requirement:
    1. Add a Requirement:
      1. Click + New Requirement.
        The Add a new requirement pop up opens.
        Add a new requirement march 2017
    2. Edit:
      1. Click a blue-linked ID or Requirement Name.
  3. Click to select a user group or user from the Assigned to drop down menu.
  4. Type a Requirement ID.
  5. Type a Requirement Name. (Mandatory field.)
  6. Type a Requirement Description. (Mandatory field.)
  7. Manage Categories:
    1. Add a Category:
      1. Click to select a category from the Categories drop down menu.
    2. Delete a Category:
      1. Click the X on the Category.
        Users will now be prompted to confirm the deletion. 
      2. Click Confirm.
  8. Add an attachment using Plutora Test Chrome Plug-In:
    To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions

    1. Add a screenshot:
      1. Click the black camera icon.

        If the camera icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
      2. Manage the screenshot using the toolbar. The tools from left to right are:

        1. Edit the screenshot title:
          1. Click the pen icon.
          2. Type the new file name.
          3. Click outside the file name field.
        2. Annotate the screenshot with the following tools:
          • Selection: Select and move annotations.
          • Crop: Select this tool, draw a rectangle around the area you want to keep, and click Confirm Crop.
          • Arrow: Draw an arrow.

            Arrows, text, rectangles, ellipses, and free draws will use the color selected in the Color tool (see below).
          • Text: Click to drop text and click the text to edit.
          • Rectangle: Draw a rectangle.
          • Ellipse: Draw a circle or oval.
          • Free Draw: Draw a line.
          • Undo: Undo the last action.
          • Redo: Redo the last action.
          • Delete: Deletes an annotation that has been selected using the Selection tool.
          • Color: Click to select a color for your annotations. The button on the right opens a color wheel so you can select a color that isn’t in the menu.
        3. Click Download to download the file to your computer.
        4. Click Save to Attachments to save the file to Plutora Test.
        5. Click the to close the pop up without saving the screenshot.
    2. Add a video:
      Videos created from Plutora Test’s Screen Capture are now saved in AWS, meaning that an unlimited number of 25 MB videos can be saved as attachments. 

      1. Click the black video icon.

        If the video icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
      2. Click to select which application window should record.
      3. Click Share.
      4. Click Start Recording.
      5. Click Stop to end the recording.
      6. Edit the video title:
        1. Click the pen icon.
        2. Type the new file name.
        3. Click outside the file name field.
      7. Click Record New Clip to discard the current video and record a new one.
      8. Click Download to download the file to your computer.
      9. Click Save to Attachments to save the file to Plutora Test.
        Plutora Test can accept attachments up to 25 MB in size. If the video is larger, it cannot be saved as an attachment, but you can still download it.
      10. Click the to close the pop up without saving the video.
  9. Add an attachment manually:
    To manage attachments, users need the Attachment View / Download, Attachment AccessAttachment Create, and Attachment Delete user permissions

    1. Click the green cross button under Attachments.
      Green Cross Stryka
    2. Select a file and click Open.
      The attachment uploads and appears as a circular icon.
  10. Manage uploaded attachments:
    1. View an attachment:
      1. Click the view button.
        View Attachment
      2. Click the X in the top right corner to close the attachment.
    2. Download an attachment:
      1. Click the download button.
        Download Attachment
        Your attachment should start downloading immediately.
        Save the file to your hard drive if prompted.
    3. Delete an attachment:
      1. Click the delete button.
        Delete Attachment
  11. Manage Test Plan Associations:
    1. Add a Test Plan Association:
      1. Click to select a Test Plan from the drop down menu.
    2. Delete a Test Plan Association:
      1. Click the X on the Test Plan Association.
        Users will now be prompted to confirm the deletion. 
      2. Click Confirm.
  12. Manage Dependencies:
    A Dependency is a relationship between the Requirement and another Requirement. For instance, the Requirement may be Required For another Requirement. 

    1. Add a Dependency.
      1. Select the type of Dependency from the Select Type drop down menu.
        Dependencies drop down menu
      2. Select a Requirement from the Requirement drop down menu.
      3. Click the green cross button to save the Dependency.
        Green Cross Stryka
        The Dependency saves as a tag next to its Type.
        Dependencies examples
    2. Delete a Dependency.
      1. Click the white cross to the right of the Dependency.
        Parent for onboarding
  13. Manage Comments (while editing a Requirement only):
    To manage comments, users need the Comments View, Comments Create, and Comments Update user permissions

    Requirement Comment field Sept 14 2017

    1. Add a comment by typing your comment in the Your comment… field and clicking Send.
    2. Click Edit to edit your comment.
    3. Click Reply to reply to a comment.
    4. To tag a User, so that your tagged comment appears in their Comment Stream:
      1. Type the @ symbol and the first few letters of their name in the comment field.
      2. Click to select their name from the menu that appears after you type @.
        Tag a user in comment stream v101456f83a9b2da90
  14. Click to select the Project/Release that the Requirement is associated with.
  15. The fields under the Project/Release drop down menu are custom fields created using the Requirements Custom Fields Customization. Ask your administrator how to fill them in.
    • Multi-select custom fields now contain checkboxes for easy selection. Selected items in multi-select custom fields can now be deleted without opening the menu by clicking on the X next to each item.

Click the clock-shaped button White clock Activity History Strykaon the top right of the pop up to view the Activity History of the record. To see more information about Activity History, click here.


Back to the top arrow

Was this article helpful?

0 found this helpful.