How to require a link to ensure traceability is maintained?
Hello,
I am using the CLM suite 6.0.3, potentially upgrading to 6.0.6.
I was wondering how to enforce traceability by requiring a link from a work item to either a requirement in DNG or other work item in RTC. I am almost positive this does not exist out of the box and will require developing an extension. If so, would this be a complex extension? Could someone elaborate?
Accepted answer
You need a workm item save advisor. I would not consider it very complex. You would only have to check there is a link with the needed end point. Here posts that explore the API.
Note, you will likely not be able to detect, if such a link is removed in the other applications e.g. someone deletes it from RM or RQM. At least deleting tracks/contributes to and other cross repository links does not trigger the work item save advisor in the remote CCM. I believe that will also be true across applications. I have not tested that yet though.
One other answer
A simpler option than writing something to enforce this would be to use a dashboard to show items that don't match your criteria. My team uses a dashboard with two tabs for various widgets that allow us to do in informal "audit" of the quality of plan items, requirements, etc. One tab is "My process exceptions". The other is "Weekly review".
I realize enforcement up front is not the same as checking later, but it's easier and fits the need of our work flow.
