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Editing existing templates in RQM v3.0.1

We installed RQM v3.0.1.
Our project area's process is Quality Management Default v3 Process

When creating a test case, I see that there are many test templates.
However, I would like the drop down list to display only one (a default one).
I also would like to remove some sections, so that anyone creating a new test case will only see those section without having to remove them manually.
Is that possible?
Thanks!
Paula

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Hi Paula,
You can use manage template options to define
1. What all templates are available ()
2. What will be the default template selected when user creates artifact
3. What will be the default sections for artifact from template

To manage template browse to Plannig -> Manager Template
Probably it will not allow you to delete existing out of the box template but custom templates created by you.
So I would suggest create your own template, define sections in it and set it as default template.

I also agree it would be good if there is option atleast to disable other tempalte (if not delete) so you can apply process constraint rather user following process at his choice.

Paula Izaurralde selected this answer as the correct answer

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Thanks for your answer
I don't see the option to Manage Templates from the Execution Menu.
And if I browse Administration -> Manage Templates... I only see the process template.

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sorry for the typo, it is browse to Planning -> Manage Template in RQM application UI

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Yes, there it is!, thanks a bunch!

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Question asked: Jul 18 '12, 2:19 p.m.

Question was seen: 4,994 times

Last updated: Jul 19 '12, 10:28 a.m.

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