Overview
Contact support@responsive.io to access this feature or request enablement.
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.
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.
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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.
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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.