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Requirements and Test Management for Jira
Server/Data Center Cloud
Requirements and Test Management for Jira

Server/Data Center

Cloud

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Last updated Aug 20, 2020

First steps

This chapter provides information on what happens after enabling RTM app.

Jira settings

Steps

To get started:

  1. Choose project you want to use.
  2. Click Go to project.
    Choose project you want to use with Requirements and Test Management for Jira
    Choose project you want to use with Requirements and Test Management for Jira

Result

Selected project is ready to manage.

Project settings

Requirements and Test Management for Jira app provides an extra RTM configuration section that appears in project settings. Here you can configure RTM module in project.

Warning
  • Before you start, log in as a user with the Jira Administrators global permissions.
  • Onboarding guide is shown only for projects which are using for the first time.

Before you start using RTM app, it’s mandatory to:

  • Add RTM issue types to project
  • Add fields to the screen.

RTM Issue Types

Your project can be based on RTM Issue Types or you can set your own issue types for each module.

Steps

To add issue types:

  1. Go to Issue Types.
  2. Click Set RTM Configuration and add issue types for current scheme.
  3. Click Next.
    Choose project you want to use with Requirements and Test Management for Jira
    Choose project you want to use with Requirements and Test Management for Jira

Result

RTM Issue Types have been added.

Note

Fields in RTM app are predefined and you cannot configure them.

Issue Types mapping

Map issue types to objects. Your issue types must be added in the project settings. If you forgot to add it earlier, go to Issue Type settings.

Steps

To map issue types:

  1. Configure the following:

    • Requirements: Define up to several issue types.
    • Test Case: Define one issue type.
    • Test Plan: Define one issue type.
    • Test Execution: Define one issue type.
  2. Click Next.

    Map issue types with Requirements and Test Management for Jira
    Map issue types with Requirements and Test Management for Jira

Result

Issue types have been mapped to the project.

Defects

You can store all defects in current project or you can set couple different projects where you create and store defects.

Steps

To add defects:

  1. Go to Defects.
  2. Configure the following:

    • Project: Choose a project.
    • Defect/Bug: Define up to several issue types.
      Note
      • You can add other projects and defects by clicking Add next project. If user chooses other projects, not default RTM project, the defects tree will not be available.
      • If you want to remove them, click the trash icon.

  3. Click Next.

    Add defect to project with Requirements and Test Management for Jira
    Add defect to project with Requirements and Test Management for Jira

Result

Selected defect is added.

Fields configuration

You have to add all required fields to your screens configuration of this project. Otherwise, our application won’t work properly.

Steps

To set configuration:

  1. Go to required fields section.
    Note
    If following actions are not completed, special warnings will be displayed. Warnings inform about missing issue types and fields, for example: RTM Environment.
  2. To add a missing field to a screen, click Screen settings.
    Add all required fields to your screens with Requirements and Test Management for Jira
    Add all required fields to your screens with Requirements and Test Management for Jira

  3. Add all required fields to your screens.
    Note
    For more information about adding fields to a screen, go to Atlassian documentation.
  4. Click Next.
    Add all required fields to your screens with Requirements and Test Management for Jira
    Add all required fields to your screens with Requirements and Test Management for Jira

Result

All required fields are added.

Confirmation

Now you can start your adventure with Requirements and Test Management for Jira app.

Steps

To start RTM app:

  1. Switch Generate sample data for project toggle to on if you need it.
  2. Click Start Adventure!
    Now you can start your adventure with Requirements and Test Management for Jira app
    Now you can start your adventure with Requirements and Test Management for Jira app

Result

RTM app is ready to use.

Now you can start your adventure with Requirements and Test Management for Jira app
Now you can start your adventure with Requirements and Test Management for Jira app

Need help?

If you can’t find the answer you need in our documentation, raise a support request*.
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