Overview<\/h3>\n\nYou can create custom Record Types to extend the out-of-the-box functionality of TopTeam<\/i> to meet your organization’s specific needs. For example, you can create custom Record Types to document project information such as:<\/p>\n\n- Business Objectives,<\/li>\n
- Project Risks,<\/li>\n
- Error Messages,<\/li>\n
- Visio Diagrams (via OLE Objects),<\/li>\n
- and, practically any other type of information.<\/li>\n<\/ul>\n
This article explains how to create custom Record Types.<\/p>\n<\/div><\/div>\n
\nWho should read this?<\/h3>\n\n\n- TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Prerequisites<\/h3>\n\n\n- You must log in with a User Account that has the System Administrator<\/strong><\/i> permissions.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open the Administration screen<\/h3>\n\n![\"wpid18379-media_1294069306488.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 2. Click Configure System Record Types<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Click Create Record Type using Wizard<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 4. Select the area for creating a new Record Type<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 5. Select a parent Record Type carefully<\/h3>\n\n\n<\/div>\n\nNOTE:<\/strong> Only Record Types that appear with Blue Bold formatting<\/strong> can be used as parent Record Types. The new Record Type will inherit characteristics of the parent Record Type.<\/font><\/p>\nTo create a new Requirement Type, use the Base Requirement Type<\/i> as the parent.<\/p>\n
To create a general purpose record (such as for documenting Error Messages, Project Risks, etc.), use the Generic Objects Record Type<\/i> as the parent.<\/p>\n<\/div><\/div>\n\nStep 6. Enter Name, Group Name and Description (optional) for the new Record Type<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 7. Enter Prefix for the Identifier of the Record Type<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 8. Specify the Initial State of the Record Type<\/h3>\n\n\n<\/div>\n\nINITIAL STATE:<\/strong> Whenever a record of the selected type is created, it will be assigned the specified “Initial State”.<\/p>\nNOTE<\/strong>: You can change the “Initial State” after you have fully defined the Record Type States\/Workflow Life Cycle.<\/p>\n<\/div><\/div>\n\nStep 9. Enter the default display order for this Record Type in Repository Explorer<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 10. Select an image for this Record Type<\/h3>\n\n\n<\/div>\n\nNOTE:<\/strong> The Record Type image appears in the Repository Explorer nodes as well as in other interfaces.<\/p>\n<\/div><\/div>\n\n\n\n<\/div>\n<\/p><\/div>\n\nStep 11. Review Action Summary and click Create to create the new Record Type<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 12. Click Finish<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nIMPORTANT steps after creating a new Record Type<\/h3>\n\nEntering Data\/Using in a Project:
\nInclude new Record Type in a Project <\/strong><\/i>– When you create a new Record Type you must also<\/strong> include<\/strong><\/i> it in a Project before you can start entering the data.<\/p>\nTraceability:
\nDefine Record Type Traceability Rules<\/strong><\/i> – If you want to be able to create “Trace Links” with other Record Types in the repository, you must specify the traceability rules <\/strong><\/i>before you can create the trace links.<\/p>\nCustom Fields and Workflow Life Cycle:
\nRecord Type Fields and Form Layout<\/strong><\/i> – You can rename existing fields and create custom fields to hold specific data attributes for the new Record Type. You may also want to alter the default Form layout to place new fields, add or remove tabs, etc.
\nRecord Type Status Life Cycle<\/strong><\/i> – You may also want to define the “status life cycle” or workflow for the Record Type. <\/p>\nThese functions as well as several other advanced functions are available from the Administration<\/i> screen of TopTeam.<\/p>\n<\/div><\/div>\n
You can create custom Record Types to extend the out-of-the-box functionality of TopTeam<\/i> to meet your organization’s specific needs. For example, you can create custom Record Types to document project information such as:<\/p>\n This article explains how to create custom Record Types.<\/p>\n<\/div><\/div>\n NOTE:<\/strong> Only Record Types that appear with Blue Bold formatting<\/strong> can be used as parent Record Types. The new Record Type will inherit characteristics of the parent Record Type.<\/font><\/p>\n To create a new Requirement Type, use the Base Requirement Type<\/i> as the parent.<\/p>\n To create a general purpose record (such as for documenting Error Messages, Project Risks, etc.), use the Generic Objects Record Type<\/i> as the parent.<\/p>\n<\/div><\/div>\n INITIAL STATE:<\/strong> Whenever a record of the selected type is created, it will be assigned the specified “Initial State”.<\/p>\n NOTE<\/strong>: You can change the “Initial State” after you have fully defined the Record Type States\/Workflow Life Cycle.<\/p>\n<\/div><\/div>\n NOTE:<\/strong> The Record Type image appears in the Repository Explorer nodes as well as in other interfaces.<\/p>\n<\/div><\/div>\n Entering Data\/Using in a Project: Traceability: Custom Fields and Workflow Life Cycle: These functions as well as several other advanced functions are available from the Administration<\/i> screen of TopTeam.<\/p>\n<\/div><\/div>\n\n
Who should read this?<\/h3>\n
\n
Prerequisites<\/h3>\n
\n
Step 1. Open the Administration screen<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 2. Click Configure System Record Types<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 3. Click Create Record Type using Wizard<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 4. Select the area for creating a new Record Type<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 5. Select a parent Record Type carefully<\/h3>\n
\n<\/div>\n
Step 6. Enter Name, Group Name and Description (optional) for the new Record Type<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 7. Enter Prefix for the Identifier of the Record Type<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 8. Specify the Initial State of the Record Type<\/h3>\n
\n<\/div>\n
Step 9. Enter the default display order for this Record Type in Repository Explorer<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 10. Select an image for this Record Type<\/h3>\n
\n<\/div>\n
\n<\/div>\n<\/p><\/div>\n
Step 11. Review Action Summary and click Create to create the new Record Type<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
Step 12. Click Finish<\/h3>\n
\n<\/div>\n<\/p><\/div>\n
IMPORTANT steps after creating a new Record Type<\/h3>\n
\nInclude new Record Type in a Project <\/strong><\/i>– When you create a new Record Type you must also<\/strong> include<\/strong><\/i> it in a Project before you can start entering the data.<\/p>\n
\nDefine Record Type Traceability Rules<\/strong><\/i> – If you want to be able to create “Trace Links” with other Record Types in the repository, you must specify the traceability rules <\/strong><\/i>before you can create the trace links.<\/p>\n
\nRecord Type Fields and Form Layout<\/strong><\/i> – You can rename existing fields and create custom fields to hold specific data attributes for the new Record Type. You may also want to alter the default Form layout to place new fields, add or remove tabs, etc.
\nRecord Type Status Life Cycle<\/strong><\/i> – You may also want to define the “status life cycle” or workflow for the Record Type. <\/p>\n