Send a package with active links to documents

Objective

Send an Excel traceability report with working links to its source documents.

Prerequisites

  • REQCHECKER™ PRO or an edition that includes the Coverage Matrix or Verification Table.
  • A project with source documents that can be stored using relative paths.
  • Microsoft Excel on the sender and receiver workstations.

Expected result

The receiver can open the packaged macro-enabled Excel report and follow its links to the included source documents without installing Reqchecker.

Context

A project can be composed of several documents. The Coverage Matrix and the Verification Table contain links to the source documents.

The report and linked documents can be sent by email and opened on the receiver's workstation.

The receiver does not need to install REQCHECKER™ on his workstation.

Steps for sender

Step 1
  1. Select the Data Sources Tab.

Check

Enable Relative path for every source document. Keep the project file, report, and source documents in one portable folder tree; subfolders are supported, but their relative structure must be preserved in the package.

Enable Options > Report > Excel hyper-links before generating the report. This creates a macro-enabled .xlsm report with source links.

Step 2
  1. Click Report > Verification table or Report > Coverage Matrix to generate the Excel report.
  2. Zip the Excel report and the complete source-document folder tree together.
  3. Send the zip file to the receiver (email, FTP, etc.).

Steps for receiver

Step 3
  1. Unzip the package without changing its folder structure.
  2. Open the .xlsm report in Microsoft Excel.
  3. Enable macros when prompted. They are required for links from the Excel report to source documents.
  4. Ensure that the applications needed to open the source files, such as Word or a PDF reader, are installed.

Success criteria

The receiver can follow at least one statement or coverage link from the Excel report to the correct packaged source document.