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Installing TRUEreq

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TRUEreq Tools

TRUEreq Web Tools

Working with multiple Workspaces

Glossary

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TRUEreq Web Tools

TRUEreq has two tools which allow you to utilize the internet to gather information. Anyone with internet access (not just TRUEreq users) can input data into surveys and Webforms.

Surveys
TRUEreq's Survey Manager™ allows you to create and administer surveys to anyone who can get on the web.

To create a survey:

  1. Select the location in the Tree where you want to place the survey, then click on the Insert Survey icon in the icon bar. A new survey will be added to your Tree.
  2. Click on the new survey to edit it. In the Overview tab card for the survey, you can enter a name for your survey and add questions. To add a question, select the type of field from the type dropdown menu at the bottom of the detail view (Checkbox, Multi-select List, Radio Button, Text Area, Text Field, or Web Image), then click on the Add Question button to add it to the Questions list.
  3. In the Question list, double-click in the cell in the Question Text column. An Edit Question dialog box will come up, and you can enter your question here. If you choose to add a Multi-select List or Radio Button type of question, you will see a window in which you can add a list of items. If you choose to add a Checkbox type of question, you will see a window in which you can select whether the box default is on (checked) or off (unchecked). If you choose to add a Text Area or Text Field, you can choose the dimensions of the text window. If you choose to add a Web Image, you can enter a URL from which the survey will pull that image.
    Once you start working with the survey, a URL will be generated and appear in the address field at the top of the survey.
  4. When you are done, click Preview to see what your survey will look like on the web.
  5. Make whatever changes are necessary. Once you are done, you are ready to administer the survey.

To administer a survey:

  1. Click on the Copy URL button to copy the URL to your clipboard.
  2. Using your standard mail program, prepare and send an email to the people you want to take the survey. Paste the URL in your email.
  3. When the survey subjects go to the URL in their web browser, they will see your survey. After they fill it out and click on the Submit button, their answers will be added to your Workspace in the form of a report for that survey.
    Participants will see a confirmation web page after they click Submit. The confirmation page will include the email address of the owner of the survey.



  4. View your survey results by clicking Survey Results on the Overview tab card for the survey.


Webforms
A Webform lets you creates a web page where anyone can fill in product or requirement information. This information will be automatically forwarded and imported into the Webform folder in your Workspace.

Setting up a Webform

  1. Select the location in the Tree where you want to place the Webform, then click on the Insert Webform icon in the icon bar. A new Webform will be added to your Tree.


  2. Choose either Product or Requirement, depending on whether you want your participants to add products or requirements to the Webform folder.
  3. Enter a name for your Webform and any introductory text that you would like people to read before they fill out the Webform. This text will appear at the top of your Webform.
  4. Click the Copy button to the right of the URL to copy the Webform URL. You can paste the URL into an email, or include it as a link on a web page.

Entering information into a Webform

  1. Enter the Webform URL into the address field of a web browser, and go to that page. You will see your Webform, a simple web page with the name of your Workspace at the top, your introductory comments, and a series of name and description fields.
  2. Enter the product or requirement name into the name field, and a description into the description field.
  3. Click Submit at the bottom of the page and the products or requirements will be sent to your Workspace, inside the Webform folder.
    Note: Anyone who knows the URL of your Webform can fill it out; they do not need to be Named Users in your Workspace.


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