Approving Requirements and Creating Related Tasks

When a requirement has been completed and approved, you can use it to generate user stories and tasks for development and testing.

Approving Requirements Manually

Manual Approval

Requirements can be approved by any team member if the role Requirement Approver wasn't assigned to any project member. The approval is logged in the history.

In the Requirements app, from the Approval menu, select Ready for Approval. The requirement status is set to In Approval and the approval states Approved and Rejected become available. Now, the description of the requirement can't be changed any longer. If there's no approval needed, you can also use the option No Approval Required. The approval states Ready for Approval and No Approval Required can be reset at any time.

To continue working on the requirement, you have to set the approval state to Approved or Rejected. The Approved and the Rejected state can't be reversed. You can cancel the workflow by resetting the approval state to (Not Assigned).

Once you set the approval state to Approved, the requirement status is set to In Planning. You can now also set the requirement status to

  • In Realization

  • In Testing

  • Successfully Tested

  • Blocked

  • Confirmed

  • Not Planned

The system provides guidance to follow a logical progression through the implementation phases.

When you use the requirement statuses Successfully Tested, Confirmed, or In Approval, and the approval states No Approval Required or Rejected, the requirement description is locked and can't be modified any longer.

Approval by Requirement Approver

To ensure a controlled requirement approval process, project leads can assign the role Requirement Approver to a single user or to several users. When this role is added to a project by a project lead, the Requirement Approver is the only person who can approve requirements in the respective project. To assign the role, go to the Project and Setup app, select the Teams tab, and enter a name.

Users with the Requirement Approver role receive a notification whenever a requirement is set to Ready for Approval. They can click the notification to navigate directly to the requirement. To receive notifications, they have to be enabled in the notification settings for SAP Cloud ALM.

External Workflow Approval

If the requirements in your project have been subscribed to an external workflow, they cannot be set to Approved and Rejected manually. The status change is then handled by the external API management.

If the approval workflow is handled externally, an information text is displayed in the detail view of the requirement. You can cancel the workflow by setting the approval state to (Not Assigned).

Creating Items from Requirements

After reviewing the requirement specifications, you can, for example, create a project task with Start of the navigation pathCreate Next navigation step Project TaskEnd of the navigation path to define who takes care of the realization, and when. You can also create a user story or a feature. For more information, see Tasks.

Finish the project task definition and set the status to Done. Then, navigate back to your requirement, for example, to approve it.

You can also create a related user story, project task, or feature under Create, to distribute the implementation activities.