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| 73:tailoring_definition [2019/03/26 23:42] – emr | 73:tailoring_definition [2019/04/04 11:19] – fnpk |
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| ===== Define Simple Tailoring Rules ===== | ===== Define Simple Tailoring Rules ===== |
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| To define tailoring questions and answers, use the ''Management > Tailoring'' menu. It can be accessed by users with ''Process Tailoring'' permissions. New questions can be created via the ''+'' button on the left <font inherit/inherit;;#ffffff;;#e74c3c>**(1)**</font>. | To define tailoring questions and answers, use the ''Management > Tailoring'' menu. It can be accessed by users with ''Process Modify'' permissions. New questions can be created via the ''+'' button on the left <font inherit/inherit;;#ffffff;;#e74c3c>**(1)**</font>. |
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| {{ :73:tailoringdefinition-main.png?direct&801x393 }} | {{ :73:tailoringdefinition-main.png?direct&801x393 }} |
| For more complex scenarios, you can also use the other actions, e.g. ''Add, If Selected''. | For more complex scenarios, you can also use the other actions, e.g. ''Add, If Selected''. |
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| {{ youtube>Ez6SPJyNgtc?large }} | {{ youtube>Ez6SPJyNgtc?large&rel=0 }} |
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| The above video shows how to define tailoring questions, answers, and their dependencies. | The above video shows how to define tailoring questions, answers, and their dependencies. |
| You can create questions below other answers, so the questions and answers form a tree. The question below will only be asked, if the parent answer is being selected when a user steps through the tailoring assistant. | You can create questions below other answers, so the questions and answers form a tree. The question below will only be asked, if the parent answer is being selected when a user steps through the tailoring assistant. |
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| To add a question below an answer, use the ''…'' menu of the question and select the ''Define Question'' action. | To add a question below an answer, use the ''…'' menu of the answer and select the ''Define Question'' action. |
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| ===== Manage Tailoring for multiple Process Modules ===== | ===== Manage Tailoring for multiple Process Modules ===== |
| When building a multi-level process architecture (see [[:73:process_architecture|more detail here]]), defining the tailoring dependencies at the right module level is key. If you define process areas as separate process modules, some questions might affect the tailoring in several process areas at the same time. For example, the selection of a safety integrity level or development assurance level might impact the requirements management as well as the design and validation process areas. Defining this question in each of the modules would result in the same question being asked multiple times, if those modules are integrated into one workspace. | When building a multi-level process architecture (see [[:73:process_architecture|more detail here]]), defining the tailoring dependencies at the right module level is key. If you define process areas as separate process modules, some questions might affect the tailoring in several process areas at the same time. For example, the selection of a safety integrity level or development assurance level might impact the requirements management as well as the design and validation process areas. Defining this question in each of the modules would result in the same question being asked multiple times, if those modules are integrated into one workspace. |
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| {{ :73:tailoringdefinition-processarchitecture.png?direct&800x354 }} | {{ :73:tailoringdefinition-processarchitecture.png?direct&601x266 }} |
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| To prevent this, common questions that affect multiple process modules should be defined in a parent process module, e.g. "Common Elements", that is integrated into every process area module. Each module can then define its own tailoring dependencies to those common questions. When the process modules are integrated into one workspace, the tailoring dependencies will be merged into a single question again. When the tailoring assistant is run, common questions will only be asked once, but affect elements from all integrated process areas. | To prevent this, common questions that affect multiple process modules should be defined in a process module, that is integrated into every process area module, e.g. "Common Elements". Each module can then define its own tailoring dependencies to those common questions. When the process modules are integrated into one workspace, the tailoring dependencies will be merged into a single question again. When the tailoring assistant is run, common questions will only be asked once, but affect elements from all integrated process areas. |
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| ===== Change Tailoring Mode ===== | ===== Change Tailoring Mode ===== |