Generating Traceability Coverage Matrix

Overview

You can generate traceability using Traceability Coverage Matrix in TopTeam Web.

To generate a matrix, you need to define a new query and add desired levels of traceability. At each level, you can specify the direction, record types, fields, etc.

This article explains how to define a new query to view Traceability Coverage Matrix for a record type.

Who should read this?

  • TopTeam Users

Step 1. Navigate to Traceability Coverage Matrix

Alternatively, you can navigate to Traceability Coverage Matrix from the Home screen.

Step 2. Traceability Coverage Matrix screen displays

NOTE: You can open the pop-up by clicking Define Query whenever required.

 

Step 3. Define a new query

Step 4. Specify the location of records for the first level

There are two options for selecting a location:

1. By Record Type

2. By Location and Record Type

a. By Package

b. By Record

Use this option if you want to display records from a specific location.


Step 5. Select the fields that you want to display in the matrix

By default, the Title/Name field is added.

Step 6. Run Query

TIPS

  1. You can filter records of the selected record type. Select the checkbox for Do you want to filter records?
  2. Use Add when you want to add a level without querying records. You can query records using the Refresh button after adding desired levels in the matrix. Add & Run Query action is not recommended as the selected record type can have a large number of records and it may take longer to query

Step 7. First Level records have been queried

Step 8. To add the next level of traceability, click Add Level

Add Level provides two options for adding the next level:

  1. Quick Mode
  2. Advanced Mode

In Quick Mode, you can specify record type(s) and field(s).

In Advanced Mode, you can specify more options such as link types, the direction of traceability, etc. in addition to record types and fields to query records

Second level query is defined using Quick Mode in the steps below.

Alternatively, use Add Level action on the toolbar.

Step 8.1. Add Second Level window displays in Quick Mode

Step 8.2. Specify the location of records for the second level

Step 8.3. Select the fields that you want to display in the matrix

For selecting fields, refer to step 5 of this document.

NOTE: When you select multiple record types, only Repository Objects fields can be selected.

Step 8.4. Run Query

Step 8.5. Second level has been added

Step 9. Let’s add the third level of traceability using Advanced Mode

Step 9.1. Add Third Level window displays in Advanced Mode

Step 9.2. Specify Query Options

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Step 9.3. Specify Display Options

Step 9.4. Run Query

Step 9.5. Third level has been added

Similarly, you can add further levels by using Quick or Advanced Mode.

Step 10. You can save the adhoc query for later use

Step 11. You can select this query from the list of saved queries

See Also

Using Traceability Coverage Matrix

Revised: July 1st, 2019