You can create a new request or base (prime) a new request on an existing request. If you prime from an existing request, the fields in the New Request Wizard are populated with information from that request. When you create a request, it is added to the repository and assigned to the initial lifecycle state. You can leave a request in your draft list if you don't have all the information when you create it.
To create a new request:
Do one of the following:
In Serena Explorer, under the project or stream where you want to add a request, right-click Requests and select New Request.
To prime a new request from an existing request, right-click a request in any open list tab and select New.
The first page of the Create New Request wizard appears.
From the Raise request against list select the product where the new request will be created.
From of type list select a request type.
Enter a title for the request.
To provide a description of the request do one of the following:
Select From file and enter the name of the file that contains a description of the request, or click Browse to search for the file.
Select Text and enter a description of the request.
Click Next. The Base Request On page appears.
To base the new request on an existing request, select Base request on and enter the request ID, or click Browse to search for a request.
To set a relationship between the new request and the request on which it is based, select a relationship type from the Relate as list.
Click Next. The Request Attributes page appears.
Enter or select attribute values as needed. Attributes in italics cannot be changed. Attributes in bold are required.
Click Next. The Related Objects page of the wizard appears.
To select the project or stream that the request affects, in the Related stream/project box do one of the following:
Start typing the ID. Streams and projects that contain any characters in the string are displayed. For example, to find ’QLARIUS:VS_BRANCHA’ type ’vs’.
Select a stream or project from the list. Favorites and recently used streams and projects are displayed at the top.
Enter the design part specification(s) that the request affects in the Related design parts field or click Browse to search. If you leave this field blank the root part for the product will be used.
Enter the baseline(s) that the request affects in the Related baselines field or click Browse and enter information such as the product, type, title, ID, originator, and status. You can then choose baselines that match your criteria.
Enter the item specification(s) that the request affects in the Related items field or click Browse and enter information such as the product, project, type, ID, originator, and status. You can then choose items that match your criteria.
To define the relationship between the request and the item(s), select a relationship type from the Relate as list.
Enter other request(s) that the new request affects in the Related requests field or click Browse and enter information such as the product, type, title, ID, originator, and status. You can then choose requests that match your criteria.
To define the relationship between the new request and the affected request(s), select a relationship type from the Relate as list.
Click Next. The Request Attachments page of the wizard appears.
To optionally add an attachment do the following:
Click Add. The New Attachment dialog box appears.
Enter the full path and name of the file in the Filename field or click Browse to search for one.
By default the attached file retains its original name. To assign a new name enter it in the Attach as field. This information is displayed in the ID column.
Enter a description of the file in the Description field. This information is displayed in the Description column.
Click OK. The information is displayed in the Attachments list.
TIP: You can also drag and drop files from Windows Explorer onto the attachments list.
Click Next. The Summary page of the wizard appears.
Review the list of operations that will be performed. To change any of the settings click Back.
Click Finish.