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.<\/p>\n
This article explains how to define a new query to view Traceability Coverage Matrix<\/strong> for a record type.<\/p>\n Alternatively, you can navigate to Traceability Coverage Matrix<\/strong> from the Home <\/strong>screen.<\/p>\n NOTE: You can open the pop-up by clicking Define Query<\/em> whenever required.<\/strong><\/p>\n <\/p>\n <\/a> There are two options for selecting a location:<\/p>\n a. By Package<\/strong><\/p>\n b. By Record<\/strong><\/p>\n Use this option if you want to display records from a specific location.<\/p>\n By default, the Title\/Name<\/strong> field is added.<\/p>\n TIPS<\/strong><\/p>\n Add Level<\/strong> provides two options for adding the next level:<\/p>\n In Quick Mode<\/strong>, you can specify record type(s) and field(s).<\/p>\n In Advanced Mode<\/strong>, you can specify more options such as link types, the direction of traceability, etc. in addition to record types and fields to query records<\/p>\n Second level query is defined using Quick Mode<\/strong> in the steps below.<\/p>\n Alternatively, use Add Level<\/strong> action on the toolbar.<\/p>\nWho should read this?<\/h2>\n
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<\/a>Step 1. Navigate to Traceability Coverage Matrix<\/h2>\n
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Step 2. Traceability Coverage Matrix screen displays<\/h2>\n
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Step 3. Define a new query<\/h2>\n
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Step 4. Specify the location of records for the first level<\/h2>\n
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1. By Record Type<\/h3>\n
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2. By Location and Record Type<\/h3>\n
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\nStep 5. Select the fields that you want to display in the matrix<\/h2>\n<\/p>\n
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Step 6. Run Query<\/h2>\n
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Step 7. First Level records have been queried<\/h2>\n
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Step 8. To add the next level of traceability, click Add Level<\/h2>\n
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Step 8.1. Add Second Level window displays in Quick Mode<\/h3>\n
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Step 8.2. Specify the location of records for the second level<\/h3>\n
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Step 8.3. Select the fields that you want to display in the matrix<\/h3>\n
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