Generating a Traceability Matrix

Overview

A Traceability matrix is a document used in the Request for Proposal (RFP) process to ensure that all requirements outlined in the RFP are met by the proposed solution. It is used to track and map the requirements outlined in the RFP to the corresponding solutions.

See Traceability Matrix Overview and Working with the Traceability Matrix Tool for more information.

Select the applicable tab for your edition of Responsive.

Generating a Traceability Matrix
1. In the Workspace page, click on the workspace for which you want to create the Traceability Matrix. The selected workspace's page appears.
2. Next, click the Create Matrix icon in the Traceability Matrix section. The Select Documents page appears.
3. Select the document you want to generate the traceability matrix for.
4. Click Next in the upper-right corner. The Mark Sections page appears.
  - When a new matrix is created with a document that was configured for another matrix, you can opt to carry the configurations from the previously shredded document to the new matrix. You can edit the configuration, if required.
  - During matrix creation, sections and sub-sections are now auto-identified for the documents that have Table of Content (TOC) or have the sections and subsections with proper heading formatting.
5. Click and select the required sections and mark them as sections or sub-sections.
  Note: You can view the marked sections, and sub-sections by clicking the respective icons from the upper-right bar.
6. Click Next in the upper-right corner. The Select Content page appears.
7. Select Partial Content or Entire Content.
  - Partial Content: Select this option if the document has only partial content that has requirements. If this option is selected:
    - Click or drag to mark the content.
    - Click the C in the upper-right corner to view the marked content.
  - Entire Content: Select this option if the whole document has to be shredded.
8. Click Next in the upper-right corner. The Configuration page appears.
9. Select how you want the document to be shredded:
  - Sentence: Breaks the document(s) down into sentences and each sentence fragment is listed on the matrix.
  - Paragraph: Breaks the document(s) down into paragraphs and each paragraph is listed on the matrix.
10. Choose a dictionary from the list based on how you want to shred the document. You can either use the default dictionary, create your own custom dictionary, or skip this step.
11. Select Auto Identify by Responsive ML to qualify the requirement with a pre-trained algorithm from our machine learning model.
12. Click the Preview icon to display the details of the selected dictionary in a pop-up as shown below.
13. Click Generate to initiate the traceability matrix generation process. When finished, the generated traceability matrix appears as shown below:
  - The time to generate the matrix depends on the size and number of the document(s). You will receive an email notification when the matrix is ready.
  - The traceability matrix automatically links requirements to project questions. If there are any additional questions added in the project after the matrix is generated, you can manually link them.
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

Generating a Traceability Matrix
1. In the Workspace page, click on the workspace for which you want to create the Traceability Matrix. The selected workspace's page appears.
2. Next, click the Create Matrix icon in the Traceability Matrix section. The Select Documents page appears.
3. Select the document you want to generate the traceability matrix for.
4. Click Next in the upper-right corner. The Mark Sections page appears.
  - When a new matrix is created with a document that was configured for another matrix, you can opt to carry the configurations from the previously shredded document to the new matrix. You can edit the configuration, if required.
  - During matrix creation, sections and sub-sections are now auto-identified for the documents that have Table of Content (TOC) or have the sections and subsections with proper heading formatting.
5. Click and select the required sections and mark them as sections or sub-sections.
  Note: You can view the marked sections, and sub-sections by clicking the respective icons from the upper-right bar.
6. Click Next in the upper-right corner. The Select Content page appears.
7. Select Partial Content or Entire Content.
  - Partial Content: Select this option if the document has only partial content that has requirements. If this option is selected:
    - Click or drag to mark the content.
    - Click the C in the upper-right corner to view the marked content.
  - Entire Content: Select this option if the whole document has to be shredded.
8. Click Next in the upper-right corner. The Configuration page appears.
9. Select how you want the document to be shredded:
  - Sentence: Breaks the document(s) down into sentences and each sentence fragment is listed on the matrix.
  - Paragraph: Breaks the document(s) down into paragraphs and each paragraph is listed on the matrix.
10. Choose a dictionary from the list based on how you want to shred the document. You can either use the default dictionary, create your own custom dictionary, or skip this step.
11. Select Auto Identify by Responsive ML to qualify the requirement with a pre-trained algorithm from our machine learning model.
12. Click the Preview icon to display the details of the selected dictionary in a pop-up as shown below.
13. Click Generate to initiate the traceability matrix generation process. When finished, the generated traceability matrix appears as shown below:
  - The time to generate the matrix depends on the size and number of the document(s). You will receive an email notification when the matrix is ready.
  - The traceability matrix automatically links requirements to project questions. If there are any additional questions added in the project after the matrix is generated, you can manually link them.