Documentation for QC Traceability

The QC Traceability app is designed to help you track and manage relationships between various items within your Confluence Cloud environment. This documentation will guide you through the key features and functionalities of the app.

Settings tab

Manage your Relationship Types to define how your items will be related to each other. Relationship types form the foundation of your traceability structure.

By default, the QC Traceability app will give you the following types:

Create a new Relationship Type

To create a new Relationship Type, all you have to do is:

1. Click the “Create” button

2. In the dialog that pops up, add your relationship type for upstream and downstream traceability

3. Click the “Add” button to save your newly created entry.

Edit a Relationship Type

You can edit a Relationship Type by selecting it and clicking the “Edit” button. Once you are done with the changes, simply click “Save”.

Delete a Relationship Type

Select a Relationship Type and click the “Delete” button to completely remove it from the QC Traceability app.

Items tab

Manage your items.

Create an Item

With the QC Traceability app, you can create Items from Jira links to include in your Projects. To create a new Item, follow the steps below:

1. Click the “Create” button

2. In the dialog that pops up, paste your ticket’s URL and give your Item a unique title that best describes it

3. Click the “Add” button to save your newly created entry.

Edit an Item

You can edit an Item by selecting it and clicking the “Edit” button. Once you are done with the changes, simply click “Save”.

Here is what you can change while editing an Item:

• Link Item

  • Title

  • Status

• Page Item

  • Status.

Delete an Item

Select an Item and click the “Delete” button to completely remove it from the QC Traceability app.

Collections tab

Organize your items into collections. Collections help in managing and linking related items together.

Create a Collection

You can create your own Collections by clicking the “Create” button in the Collections Overview tab. Give your Collection a unique title and abbreviation to make it easier to identify what items are within it. Providing a short description of the Collection will also help your users.

Import Items to Collection

To import an Item to a Collection:

1. Click the “Import” button under the “Items” section

2. Select the Item that you want to include in the Collection

3. Click “Add” to import the Item.

Delete an Item

To delete an Item from a Collection, select the Item and click the “Delete” button. This will remove the Item from the Collection, but it will still be available under the Items Overview.

Edit a Collection

You can edit a Collection by clicking on its title. All changes will be automatically saved.

Delete a Collection

Select a Collection and click the “Delete” button to completely remove it from the QC Traceability app.

Projects tab

Build traceability projects

Create a Project

Projects with traceability ensure that every step, decision, and action taken can be traced back to specific elements. Creating a Project is easy and can be done by following the steps below:

1. Click on the “Create” button

2. Give your Project a unique title and short description

3. Add Rules to your Project to define how each collection relates to another.

Edit a Project

You can edit a Project by clicking on its title. All changes will be automatically saved.

Delete a Project

Select a Project and click the “Delete” button to completely remove it from the QC Traceability app.

Page Overview

Easily link your pages with other Items by going to the QC Traceability Page Overview and adding Upstream and Downstream links.

Add Upstream Link

Add Upstream links and trace the origin of the page. Upstream links are displayed on the Page Overview Diagram in orange.

Add Downstream Link

Add Downstream links and trace how the page influences subsequent stages in the project lifecycle. Upstream links are displayed on the Page Overview Diagram in blue.

Edit an Upstream or Downstream Link

You can edit a link by selecting it and clicking the “Edit” button. Once you are done with the changes, simply click “Save”.

Delete an Upstream or Downstream Link

Select a link and click the “Delete” button to completely remove it from the QC Traceability Page Overview.

Export Traceability Table

You can export the QC Traceability Page Overview to Word, Excel, and CSV.