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Requirements Management Database

Background

The Requirements Management System (RMS) database is the business management system that manages and traces the relationships between requirements, policies and supporting programs, procedures, processes, etc.  It serves several functions:

  1. Tracks and reports the relationships between institutional requirements and institutional documents,
  2. Enables data changes via a process workflow that is based on a formal Requirements Management process, and
  3. Tracks completion of Berkeley Lab's Contract 31 deliverables. 

The RMS has been designed to track not only version changes but also to capture all related activities regarding requirements and institutional documents.  Examples of such activities include records of decision, instances of discussions, risk/impact analyses and implementation plans for the given change. Hence, the RMS retains not only the version history, but also the reasoning for the change and the impact of the change.  Users can search and find a full history of changes for any requirement or document, and generate reports that illustrate the flow-down from Contract 31 requirements to policies and supporting documents.  [Note: "history" starts approximately 2012.]

Additional information about the Berkeley Lab Requirements Management Program may be found here.

OVERVIEW TRAINING presentation

Nov. 2012 C31 Deliverables Process Training may be found here.

Access to RMS

The RMS is accessible to persons with Berkeley Lab LDAP permissions. 

How-to's

The table below provides instructions on how to log-in, extract information, and (for select users) track Document Management or Requirements Management Cases.  The first 4 procedures (B01 to B04) are recommended for first time and general users.

These "How-to" instructions and this web site are still under development.  Please feel free to send comments, suggestions to requirementsmgmt@lbl.gov. Thank you for your patience.

For All Users (Read-Only, Contract Deliverable Owners, SMEs, RMC Representatives)
Level Topic Text Video
B01 Definitions link n/a
B02 Basic Orientation  (Read-Only users) –screen layout, action buttons, adjusting views link tbd
B03 Introduction to Search –screen layout, search mask link tbd
B04 Following Associated Thread a from Searched Item link tbd
B05 Generating a Report link tbd
B06 Exporting Data link tbd
B11 Creating a Private Search Mask link tbd
B99 Beginners RMS Do-It-Yourself Training Script link tbd

 

For Contract Deliverable Owners (UNDER DEVELOPMENT)
Level Topic Text Video
DE01 Definitions for Contract Deliverable Owners link tbd
DE02 Orientation: Deliverables Screen Layout, workflow buttons link n/a
DE03 Select and Submit a Deliverable Doc with Scheduled Due Date link tbd
DE04 Select and Submit an As Required Deliverable Doc tbd tbd

 

For Document SMEs, RMC Representatives (UNDER DEVELOPMENT)
Level Topic Text Video
DC01 Data Entry Overview– Definitions, workflow architecture tbd n/a
DC02 Orientation for Data Entry – screen layout, workflow buttons tbd tbd
DC03 Job Naming Conventions tbd n/a
DC04 Case Workflow: Initiate, Analysis&Planning, Implementation Tracking, Review, Close tbd tbd
DC05 Start a sub-Workflow from Case tbd tbd
DC06 Document sub-Workflow:  Configure tbd tbd
DC07 Document sub-Workflow: Develop (Modify), Initiator Review, Management Approval, RMC Representative Review, Finalize for Publication, Close tbd tbd
DC08 Document sub-Workflow: Develop (New), Initiator Review, Management Approval, RMC Representative Review, Finalize for Publication, Close tbd tbd
DC08 Action/ROD sub-Workflow tbd tbd
DC10 Action sub-Workflow: Details, Close tbd tbd
DC11 ROD sub-Workflow: Details, Close tbd tbd
DC12 Assign a Job to Someone Else tbd tbd