Requirements Management Database
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:
- Tracks and reports the relationships between institutional requirements and institutional documents,
- Enables data changes via a process workflow that is based on a formal Requirements Management process, and
- 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. The link to RMS is:
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 firstname.lastname@example.org. Thank you for your patience.
|For All Users (Read-Only, Contract Deliverable Owners, SMEs, RMC Representatives)|
|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|
|B11||Creating a Private Search Mask||link||tbd|
|B99||Beginners RMS Do-It-Yourself Training Script||link||tbd|
|For Contract Deliverable Owners (UNDER DEVELOPMENT)|
|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)|
|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|
|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|