Copying a User’s Role

Need to Create a New User Similar to the Last?

When setting up a new project it is very likely that you will have a number of users who need the same access and privileges. Copying a user’s role you have set up for one user to use as a template is the easiest way to do this.

  • Create the first user and set up all their privileges. Save this user.
  • Choose ‘Save Role…” to create a template from this current user
  • Use ‘New…‘ to create a new user and give them a unique name.
  • Use ‘Select Role… ‘ to choose the role saved in the previous steps, choose how much of the template you want to apply.
Saving and applying a copy of a user role
Copy a User Role

Read the help for further information on setting up users, and roles.

May Day 2017 Madness. Win a copy of Cradle

Cradle Giveaway


WINNER!

@FPreobrazhensky

@baguetteio– Unclaimed prize by 07/06/2017

Congratulations on being selected to receive a copy of Cradle RM Desktop.


#FreebieFriday

#FreebieFriday to win £249* worth of Requirements Management Software

To enter:  Retweet this – 3SL giveaway Tweet and Follow @threesl on Twitter

3SL Cradle RM Desktop Box

The prize consists of one licence for the current version of Cradle RM Desktop. The features of which are defined on our products page. Support is 7 day installation assistance after download.

*The value of the prize is that defined on 01/05/2017 in the Cradle shop.

This is a free to enter draw. Entry is open between 9:00am 01/05/2017 GMT and 23:59 GMT on #FreebieFriday 05/05/2017

The draw will take place on Monday 08/05/2017 before 10:00 eligible entrants must have retweeted and followed @threesl

Terms and Conditions

 

  1. The promoter is: 3SL (Structured Software Systems Ltd.)  Suite 2, 22a Duke Street, Barrow-in-Furness, Cumbria, LA14 1HH UK Registered in England: 2153654
  2. Employees of Structured Software Systems Limited or their registered distributors, or their family members or anyone else connected in any way with the competition or helping to set up the competition shall not be permitted to enter the competition.
  3. Entrants must be 16 years or older.
  4. There is no entry fee and no purchase necessary to enter this competition.
  5. The cost of Tweeting to enter and communications for the winner and downloading software are not covered.
  6. Route to entry for the competition and details of how to enter are via Twitter.
  7. Closing date for entry will be 23:59 GMT on 05/05/2017.  After this date/time no further entries to the competition will be permitted.
  8. No responsibility can be accepted for entries not received for whatever reason. ‘Receipt of entry’ shall be classed entrants showing in the list of @threesl followers on Twitter at the time of the draw and a notification of retweet from Twitter. If there is a doubt as to the timing of these events, the time stamped notification email from Twitter shall be used to decide.
  9. The rules of the competition are described here on the 3SL website and the Tweet shall only be considered as an ‘invite to enter’.
  10. The promoter reserves the right to cancel or amend the competition and these terms and conditions without notice in the event of a catastrophe, war, civil or military disturbance, act of God or any actual or anticipated breach of any applicable law or regulation or any other event outside of the promoter’s control. Any changes to the competition will be notified to entrants as soon as possible by the promoter.
  11. No cash alternative to the prize will be offered. The prize is not transferable. Prize is subject to availability and we reserve the right to substitute any prize with another of equivalent value without giving notice.
  12. A winner will be chosen at random (based on a third party random number generation)  from all entries received and verified by staff of the promoter.
  13. The winner will be notified by a direct Twitter message within 28 days of the closing date. The winners details will be posted on the 3SL Website and via a Tweet and any other social media promotion chosen by the promoter. If the winner cannot be contacted or does not claim the prize within 7 days of notification, we reserve the right to withdraw the prize from the winner and pick a replacement winner.
  14. The promoter will notify the winner how the prize can be downloaded and activated.
  15. The promoter’s decision in respect of all matters to do with the competition will be final and no correspondence will be entered into.
  16. The competition and these terms and conditions will be governed by English law and any disputes will be subject to the exclusive jurisdiction of the courts of England.
  17. The winner agrees to the use of his/her name / (Twitter ID) and image in any publicity material. Any personal data relating to the winner or any other entrants will be used solely in accordance with current UK data protection legislation and will not be disclosed to a third party without the entrant’s prior consent.
  18. The winner’s name (chosen Twitter ID)  will be available 28 days after closing date by sending a stamped addressed envelope to the following address: 3SL (Structured Software Systems Ltd.)  Suite 2, 22a Duke Street, Barrow-in-Furness, Cumbria, LA14 1HH.
  19. Entry into the competition will be deemed as acceptance of these terms and conditions.
  20. This promotion is in no way sponsored, endorsed or administered by, or associated with, Twitter or any other Social Network. Interactions on Twitter are governed by their privacy rules. All other information supplied is to 3SL and not to any other party. The information provided will be used in conjunction with the standard 3SL Privacy Policy.

 

Can I disconnect users and free up their licences?

Disconnect Users and Release Licences

Users can be disconnected and their licences released by another user from Project Manager without the need of restarting the CDS.

This could be useful in the following circumstances:

  • A user has left a login dialog open locking a RW connection
  • A user has locked a licence and cannot manually release it
  • You have locked a project for maintenance and need to remove users while the maintenance is carried out
screenshot of user management screen
Disconnect Users and freeup their Licences.

Solution

Disconnect your users through Cradle’s Project Manager. To disconnect a user select User Management… from the System pulldown menu which produces a User Management dialog, from here you can see details of all connections to the CDS, select a user and then choose Log Off. This will kill the connection and free up any licences they had in use.

Querying on Dates

Filter Query Results Based On Date

When running a basic item query all items of that type that the user is allowed to see are returned. As a project grows this number may become quite large, it therefore becomes necessary to add additional filtering criteria, such as the date.  Querying on dates allows you to filter by the modification or creation date of an item.

Screenshot showing querying on dates providing creation date filtering
Querying on Dates

Relative and Absolute Dates

You may have a good enough memory to remember it is the item you created on the 24th that you want to return. Choosing ‘Specify:‘ from the drop-down will enable a date picker. However, it is much more likely that you’ll want a range of dates, as you want to run a query each Thursday to find the new ‘issues’ raised in the last week. Relative dates allow you to do this, choosing ‘Start of last week’ and ‘Today‘ would give the data required. The benefit of the relative date specification is that the query can be saved. It can then be run next week to give a new set of values.

Specific Dates

An item’s creation or modification date may not be something that you can directly control. It certainly can not be set in the future. If a data entry clerk enters all emails as items on a Friday they’ll all have the same creation date. Equally updates will change the modification date making an old item appear more recent. Categories can be set to hold abstract data of type Date, this would allow a value such as “Review Date” to be set, and then queried upon. This data is based on a user input value and not the automatic dates recorded by Cradle.

Availability

This filtering functionality is available wherever queries can be run. This includes WorkBench, Web Access, C_IO command line tool and the Cradle API.

Show Me the Item to Review

Opening a Review Item

When you have items to review in Cradle you are presented with a list. Your review process is meant to be more than just a tick box exercise. You’ll want to see the item to review. Selecting an item from the list will give a summary of the current review status in the bottom of the dialog. Clicking the ‘View’ button will open the item in a form so its full details can be seen.

Shows how to open an item to review from a list of items
Open a Review Item

Approve or Reject

The next stage is to Approve or Reject the item. When the ‘Approve’ or ‘Reject’ buttons are pressed users are given an option to add a review comment. Your project can also be set to enforce comments, see Mandatory Comments in the project Miscellaneous section. If there are a number of reviewers, and possibly a review acceptance meeting, it is possible to change this decision up to the point that the item is Registered. That means there is no problem if you initially reject something, but after clarification need to alter your decision to approve, or visa-versa.

More Detailed Comments

Whilst each Cradle item is ideally fairly atomic, a requirement that  says ‘shall do this and this and this’, is much harder to verify or alter,  some can be quite complex. A single comment as a reason to reject an item may not be enough, it may also be that you would welcome further debate from the other reviewers. Discussions can be used to add annotations to an item and can build a conversation trail.

Using discussions to add complex review comments
Complex Review Comments as Discussions

Requirements Management for Windows and Doors?

Requirements Management Isn’t Just For The Big Players.

Your boss says “Don’t be ridiculous you don’t need, requirements management for windows and doors!”…

Your client has asked that the new Town-Lodge is fitted with UPVC doors, windows and fascias throughout. All fire regulations for a medium occupancy building must be adhered to. Locks must have master key and single key access. Glass must meet the company’s privacy specification.  And so on….. Whether you are building a spacecraft with millions of parts with hundreds of engineers, or you’re a firm of three fitters running a building service, you have requirements to manage. The HID (Hierarchy Diagram below) shows that a large number of interdependencies, even for the supply of simple items, quickly builds. Consequently the complexity of managing those requirements becomes more of a task. The requirements for windows and doors to a 20 room Town-Lodge involves glass specifications and safety constraints. These may differ depending on the location and size of the window/door. Planning, using a tool can simplify the traceability of any job.

HID showing how complex even a requirement for a few windows and doors can be complex
Even Windows and Doors Can Benefit from Requirements Management

Managing Change

The quotation has been accepted by the Town-Lodge. However, you were careful enough to note that the price was ‘subject to regulatory change’. When Ref 125-ere-2008 comes up for review and an amendment is raised, it is easy to trace what this impacts. Running a query on the Safety Regulations and showing the linked items, furthermore,  it can be seen these refer to the Emergency Access Windows. The trace shows these are linked to Customer Requirement CR6 and CR8. Finally it is a simple case of writing the email to the Town-Lodge and explaining regulatory change requires thicker glass and this will change the price for these two windows. Then await their approval. Therefore, in answer to your boss, “I can see the future for a tool to give us requirements management for windows and doors – can we buy a copy of Cradle ?”

Running a query to find the impact of a change, requirements management for windows and doors is necessary
Finding the Impact of a Change

Validation and Acceptance

The Lodge has agreed that they will pay when the work has been completed satisfactorily. Prior to starting work you have agreed a set of acceptance criteria. There could be endless tweaks or subjective “I don’t think that’s finished” conversations unless clear acceptance criteria and associated validation techniques have been agreed. Imagine you have a noise reduction requirement, “The noise reduction between the window open and window closed shall be 6dB”. Record the pre-agreed acceptance method as a Cradle item, and link this to each of the requirements with noise acceptance criteria. (This requirement in turn is linked to the rooms that it affects)

  • Noise Reduction Measurement. A white noise generator shall be sited at 1m from the window. The position will be adjusted until a measurement of 80db or more is detected inside the room with the window open at a distance of 1m inside the room. A second reading shall be taken with the window shut and this shall be subtracted from the first reading.

Running a query against the noise test will find all the rooms that this applies to. Now you can make your measurements and record your findings. You now have full traceability for each aspect of the product being delivered to The Lodge. “Dear Boss, Submit the invoice, Cradle aided demonstration to The Lodge site manager that all our acceptance criteria had been met. I think we’ve proved a use for requirements management for windows and doors.”

Happy Saint George’s Day 2017

Happy St George’s Day

Wishing all our customers, suppliers and followers a Happy Saint George’s Day 2017 from 3SL.

UML Activity Diagram

In a UML model, the static representation of the system is a set of Class Diagrams (CD). Each class may have an associated Activity Diagram (ACD) to show the internal behaviour and/or algorithm for the class.

ACDs can also be drawn at any level in the UML model, to represent time sequenced behaviour at any level. The activities in the ACDs are intrinsically shareable, such that any given activity can appear on more than one ACD.

Depicting the legend of St George in an ACD
St. George as a UML Activity Diagram (ACD)

OK, we accept there may be a bit of poetic licence going on in this diagram, but it still shows how activity within a class can be represented. If you ever want a reminder of the legend of St. George it may be handy. For more information see the Cradle help section for ACD

National Tea Day – 21st April 2017

Support a Charity While You Have a Cuppa.

There are a number of ways you can get involved with National Tea Day www.nationalteaday.co.uk/ least of all you can ensure you get a good brew on for elevenses. Maybe nip out at lunch time and get a packet of scones and share afternoon tea with your work colleagues. Ask for donations in a Tea Cup and pick a local charity!

There’s an awful lot of Tea drunk by engineers at 3SL towers…….

Large amounts of tea drunk at 3SL
3SL – Tea

Now the tricky bit, how on earth do we make this blog entry have something to do with Cradle? Ah! Multivalue Picklist Categories is how. If you have a set of premises that you manage, these can be set as items within Cradle. Each café could have a number of supplies that the café offers, and these could be recorded in a multiple value category.

If there was a shortage of Oolong, it would be simple to run a query to list each of the premises that need to be contacted. For further reading on categories, you could read ‘Multiple Value Categories’

Showing that multivalue categories can be used for everything, including tea
Multi Value Categories Representing Product Supplies

 

 

Configuration Management – Submit by Query

Too Many Items to Select and Submit?

At some points in a project’s lifecycle, a large number of items need to be submitted. These may be too numerous to ‘select‘ and ‘Submit‘, Cradle offers ‘Submit by Query‘ option. This allows submission of all the items (subject to access rights) that match a query to be moved to the review stage in the configuration management system.

Highlighting methods of submitting items for review
Submit Items

Check Before Submission

Using the ‘Show Items’ button allows the user to run a report that will detail which items the current settings will submit. In this way users can ensure that the correct items are going to be processed before creating all the approval records and changing the status of the items being submitted to that of ‘Under Review‘. For further information see the article  How to Submit Items for Review Based on a Query. Also see further information on Cradle’s Configuration Management System in this article.. Configuration Management features are also available in Web Access.

 

Depicts showing items that will be submitted by a query
Submit by Query – Show Items

Close Everything

WorkBench Cluttered?

Sometimes when you have been working away running queries, opening items, you just want to close everything. Start with a blank screen, clear mind, and start again.

So first go and have a cup of tea! Then either, open the Window menu, or use the Triangle pointing right arrow on the frame border menu. From there you have a couple of options, one to ‘Close All Tabs‘ The other to ‘Close Everything‘.

The first will close the tabs within the current pane, the second will return you to a clear WorkBench.

Annimation showing the Close Everything function in WorkBench
Close Everything