Overview
A Matrix can be generated within a Workspace in Requirements Analysis. Click here to learn more about Workspaces and how to create one.
Once you have a workspace set up and are on the Workspace page, you can create a Matrix.
Select the applicable tab for your edition of Responsive.
-
Creating a New Matrix
- In the Workspace page, click on the workspace for which you want to create the Matrix. The selected workspace's page appears.
-
Next, click the Create Matrix
icon in the Document Shredding section. The Generate Matrix page appears and an interactive, step-by-step configuration process is initiated.
- Specify a name for the matrix.
- Enter a description for the matrix (optional).
- Select the document you want to shred and generate the matrix for.
-
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.
-
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.
-
Mark Section(Optional): The system processes the
selected document and automatically identifies and marks the sections.
You can either accept the suggested marking or additionally customize them further by clicking on a heading and marking the selection as a section or sub-section using the floating toolbar. -
Click Next in the upper-right corner. A pop-up as
shown below appears. You can either select the content from the Table
of Contents on the left pane or from the Preview.
-
Click Got it. The Select Content
page appears.
-
Select Content: At this step, you can select the
content you wish to shred. You have the option to shred the entire
document or choose specific segments to shred.
- Entire Content: Selects the entire content of the document for shredding.
-
Partial Content: Allows you to manually select the document
segments you wish to shred.
-
To mark a segment for shredding, simply click on
the paragraph, click Mark End Point,
and select Mark Content.
-
To select multiple paragraphs at once, click and
drag over them, and select Mark Content.
-
To mark a segment for shredding, simply click on
the paragraph, click Mark End Point,
and select Mark Content.
-
Alternatively, you can select the sections from the Table of Contents.
If a parent section is selected, all child sections will be selected
by default. Similarly, when a parent section is removed, the child
sections are also removed.
-
Click Next in the upper-right corner. The Configuration
page appears.
Configuration: Select how you want the document to be shredded:
- Sentence: Breaks the document(s) down into sentences and each sentence is listed as a requirement on the matrix.
- Paragraph: Breaks the document(s) down into paragraphs and each paragraph is listed as a requirement on the matrix.
-
Optionally, you can specify a dictionary you wish to use to shred
the document.
- Additionally, you can leverage the Machine Learning feature that takes a second pass at the document for any additional requirements the dictionary may have missed.
-
Click the Preview icon to view the contents of the
dictionary.
-
Select a Compliance Matrix Structure from the list.
-
Click the Preview icon to display the details of
the selected Matrix Structure as shown.
-
Click Generate to initiate the matrix generation
process. The matrix will be generated and displayed as shown below:
Note: 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.
-
Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.
Creating a New Matrix
- In the Workspace page, click on the workspace for which you want to create the Matrix. The selected workspace's page appears.
-
Next, click the Create Matrix
- Specify a name for the matrix.
- Enter a description for the matrix (optional).
- Select the document you want to shred and generate the matrix for.
-
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.
-
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.
-
Mark Section(Optional): The system processes the
selected document and automatically identifies and marks the sections.
You can either accept the suggested marking or additionally customize them further by clicking on a heading and marking the selection as a section or sub-section using the floating toolbar. -
Click Next in the upper-right corner. A pop-up as
shown below appears. You can either select the content from the Table
of Contents on the left pane or from the Preview.
-
Click Got it. The Select Content
page appears.
-
Select Content: At this step, you can select the
content you wish to shred. You have the option to shred the entire
document or choose specific segments to shred.
- Entire Content: Selects the entire content of the document for shredding.
-
Partial Content: Allows you to manually select the document
segments you wish to shred.
-
To mark a segment for shredding, simply click on
the paragraph, click Mark End Point,
and select Mark Content.
-
To select multiple paragraphs at once, click and
drag over them, and select Mark Content.
-
To mark a segment for shredding, simply click on
the paragraph, click Mark End Point,
and select Mark Content.
-
Alternatively, you can select the sections from the Table of Contents.
If a parent section is selected, all child sections will be selected
by default. Similarly, when a parent section is removed, the child
sections are also removed.
-
Click Next in the upper-right corner. The Configuration
page appears.
Configuration: Select how you want the document to be shredded:
- Sentence: Breaks the document(s) down into sentences and each sentence is listed as a requirement on the matrix.
- Paragraph: Breaks the document(s) down into paragraphs and each paragraph is listed as a requirement on the matrix.
-
Optionally, you can specify a dictionary you wish to use to shred
the document.
- Additionally, you can leverage the Machine Learning feature that takes a second pass at the document for any additional requirements the dictionary may have missed.
-
Click the Preview icon to view the contents of the
dictionary.
-
Select a Compliance Matrix Structure from the list.
-
Click the Preview icon to display the details of
the selected Matrix Structure as shown.
-
Click Generate to initiate the matrix generation
process. The matrix will be generated and displayed as shown below:
Note: 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.