Generate Risk Management File

OVERVIEW

In this tutorial we will do the followings:

  1. Embed View as dynamic filter in Risk management File
  2. Download and install Document Generator
  3. Generate risk management file to MSWord
DESCRIPTION

Open risk management file in Product Tree

Select the FMEA paragraph, in which you are going to put your FMEA table (in our example its FMEA Risk Table)

Click on “Edit” button of the paragraph description in order to open description in edit mode

Click “Embed Views” button on the description editor toolbar

In the pop-up screen, “Risk” and “FMEA Risk Summary Report” filter

Now you can see the view name in the description area.

Note: this filter contains the attributes that you ssh to include in the FMEA table to be generated on your risk management file.

See how to create filters

Click Save

GENERATING DOCUMENT

First, review and understand Orcanos Document Generator. You need to first install it on your client machine

Open Docgen, and login

Uncheck the “Select all” checkbox, and then select the “Paragraph” work item in the list. This si because we dont want to see the risks as headings in the document, but show the dynamic filter instead

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Select the document you want to generate, using the “Source”.

Click OK.

Click “Yes” for the pop-up screen asking about document name

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Select “Document Properties” tab and check the “Landscape” option

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Click “Generate” button at the bottom of the screen

The document is generated

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Scroll to the FMEA table:

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