Working With Effectivity

Effectivity defines the criteria by which an object is valid within its parent group. For example, a particular specification may only be valid between certains days in a requirement group. Or a requirement may be valid only for certain product revisions.

You work with effectivity in the Structure View or Content & Structure Editor: When viewing specification or requirement objects you can filter them by effectivity; in edit mode you can edit their effectivity. Effectivity can be edited for any child object of a requirement group, but it cannot be edited for the root requirement group.

This task shows you how to:

Before you begin: Work in the Structure View or the Structure & Content Editor to edit or filter effectivity.

Edit the Effectivity

You define effectivity by dates and/or product revisions. Effectivity is defined for specification and sub group objects under the root requirement group.

  1. Click Enable Edit on the toolbar.

  2. In the Structure Effectivity column, for the object for which you want to edit effectivity, click the button.

    The Edit Effectivity Definition page displays.

  3. Select the Type of effectivity you want to edit:


    • Date. This allows you to define criteria for objects using a date or date range. The page looks like this:



    • Product Revision. This allows you to define criteria for objects applicable to a given product revision. The page looks like this:



  4. To create effectivity for one or more individual dates:

    1. In the Date 1 field, click the icon and select the date from the popup calendar.
    2. In the Effectivity Expression section, click . The date displays in the Completed Expression.
    3. Optionally build a date expression by first specifying the date, moving it into the expression area by clicking and then clicking one of the expression buttons: . Repeat the process until you are finished. Click to make sure your expression is valid.

  5. To create effectivity within a date range:

    1. Click Insert as Range.
    2. In the Date 1 field, click the icon and select the start date from the popup calendar.
    3. In the Date 2 field, click the icon and select the end date from the popup calendar.
    4. In the Effectivity Expression section, click . The date range displays in the Completed Expression.
    5. Click to make sure your expression is valid.

  6. To create effectivity for a product revision, click the button to search for one or more models.

    1. On the Search page, search for and select a model (a parent of a product revision).
    2. In the tree view, click to expand the model to see its product revision.
    3. Select the product revision you want to work with.
    4. In the Effectivity Expression section, click . The product revision displays in the Completed Expression.
    5. Optionally build an expression by using one of these expression buttons: . Repeat the process until you are finished. Click to make sure your expression is valid.

  7. When finished editing effectivity by date and/or product revision, click Done.

    Note: You can edit effectivity for both Date and Product Revision types before clicking the "Done" button.

Filter Effectivity for Display

When viewing objects in the Structure View or Structure & Content Editor you can filter the object display by effectivity.

  1. Click the button for the Effectivity filter on the toolbar.

    The following page displays:



  2. Define the effectivity for the display. To work with the fields, see Edit the Effectivity.

  3. Click Done.

    The date expression you specified displays in the Effectivity field on the page toolbar.



    You can clear the effectivity for the display by clicking the button .

  4. Click the Filter button.

The viewing page displays objects based on the effectivity filter.