The verification table (also referred to as compliance matrix) is an overview that contains all the model’s verification data (i.e. verification phases, methods, outcomes, demonstration documents, assessments) in a tabular form.
The verification table is located in the verification section of the main navigation bar.
On the verification table page, you can either choose a predefined table definition (earlier created by either yourself or another project participant) or create a new table definition. Selecting one applies the saved filters and column configurations. Click on show to see the table with the current selection applied.
In this article, we’ll focus on how you can create a new table definition. If you want to know more about saving and modifying predefined table definitions, click here.
Good to know: the verification table can also be accessed directly from an object’s detail view. Each block and each table features a More options menu ( ) where you’ll find the option Show in verification table. See screenshot below.
TIP: for a visual summary of the verification progress, check out the verification dashboard.
TIP: are you planning to do a lot of work in the verification table? Check out the article on our bulk action feature that allows you to modify large amounts of verification data with just a few clicks.
Creating a new table definition
To create a new definition, click on the button New . When doing so, you will see various selection possibilities for the verification data you wish to include in your table.
- Requirement selections (e.g. for selecting a particular requirements tree or requirement subject)
- Verification selections (e.g. for selecting a particular verification phase or outcome)
- Show options (e.g. for showing/hiding particular table columns)
Good to know: making selections is highly recommended because otherwise you’ll get all the verification data which makes the table heavy to load. So better to be specific.
Below, we will explain each of the possible selections.
Requirement selections
You can use the requirement selections to select the requirements for which you want to see or edit verification data, e.g. all system requirements or all process requirements. The selection possibilities are:
Tree(part)
Use this selection to select a particular tree (e.g. spaces tree or systems & elements tree). In addition, you can use the Select tree part button to select a particular part of the selected tree (e.g. particular part of the building or a particular type of systems).
Object type
Use this selection to focus on one particular type of object (e.g. buildings, spaces, systems)
Label
Objects may be ‘tagged’ with labels. Use this filter if you only want to see objects with a particular label.
Instance of
This selection is only available when working with typicals. It allows you to select spaces or segments that are the instances of a particular typical object.
Requirement subject
With this selection you can refine your search results by choosing a specific requirement subject. For example, for the spaces tree, you can find requirement types like visual or acoustic comfort.
Aggregate on requirement selection
When this option is selected, the table shows an aggregated view, based on the selected requirement information. See the example below for a more detailed explanation.
Good to know: the aggregate option can be an enormous help when working with large amounts of verification data, in particular when making verification plans.
An example:
Say, there 500 spaces in a project, each with 2 requirements concerning temperature (a minimum and a maximum temperature). That makes 1000 requirements for which you can define a verification plan.
This also means 1000 rows in your verification table, which isn’t very practical assuming that all these requirements will have the same verification plan (e.g. same verification method, same verification phase, same responsible firm).
In that case, it is way easier to click on the aggregate option. When doing so, you won’t get 1000 rows, but only 2: one for each selected requirement.
In that overview, you can then easily add a verification method, which is then applied to all the associated 1000 requirements.
Verification selections
There are also various selection possibilities concerning the verification data.
Phase
Verifications can take place in different phases (e.g concept design, detail design, execution, …). You use this selection to select the phase that is relevant for you (NB verification phases can be added via the verification settings menu).
Verify?
Not every requirement needs to be verified, at least not in every phase. Use this selection for selecting requirements that should, or should not, be verified for compliance.
TIP: When you are developing the verification plan, this filter can be very useful: when selecting empty you will get all the requirements for which you have not (yet) defined a verification plan.
Responsible
Use this selection to see the verifications that are assigned to a particular person, role or organization.
TIP: If you are responsible for adding verification outcomes, and you want to know which verifications you still have to do, use this selection (select your own name/role), combined with the outcome selection (select ’empty’)
Outcome
Use this selection to find verifications with a particular outcome or verifications that lack an outcome (which means that they still have to be done).
Assessment (if activated)
Verification assessments are reviews or evaluations of the verification outcomes. Use this selection to find verification outcomes that have been accepted or rejected, or outcomes that are still lacking an assessment [Empty].
Demonstration documents (if activated)
This selection can be used to view verifications that are linked to a specific demonstration document.
Column selection
The Column selection option in the selection menu allows users to choose which columns will be visible in the verification table and what data to show in them.
Good to know: mandatory columns are marked with an asterisk, such as the requirement ID. These cannot be hidden from view.
Being able to show and hide columns is an important feature because the verification table can contain quite a large number of columns and you’re probably not interested in all of them at the same time.
For example: when developing a verification plan, you’re probably not yet interested in the outcome columns. Alternatively, when reviewing verification outcomes, you probably are not interested in analysis columns.
Good to know: just like all other selections on this page, the show options can be saved as a part of a table definition so you can easily access the same table at a later stage. See also below.
View the table
Once you have made your selections, you can click on the Show button to get to the table.
If you expect that you will need to use this table set-up more than once, then save it by clicking on the Save table definition button.
More explanation about saving table definitions can be found here.
Table columns
In the table itself, you will potentially see quite a number of columns. These columns are grouped in the following way:
Requirements
The first set of columns concern requirements information: what needs to be verified? It features the following columns:
- Object: the object to which a requirement belongs.
- Requirement type: a particular type of requirement, i.e. a particular property or relation.
- Related object: objects that are related to the objects in the first column.
- Value/quantity: the value or quantity of a requirement.
- ID: the unique identifier of a requirement.
- Deviation (only when working with typicals): an indication whether a requirement is deviating from a typical’s requirement or not. This column is useful when you want to focus on deviations in your verification plan.
Additional requirement information
Depending on which modules have been activated in your model, you may also see additional requirements information:
- Comments (possible comments that have made for a requirement)
- RFC (possible change requests concerning a requirement)
- Risk (risks that have been linked to a requirement)
In the context of verification, these columns can be useful to filter on e.g. requirements that have change requests (which are often triggered by a non-compliant verification result) or on requirements that are related to risks (which will typically require extra scrutiny in terms of verification).
Verification data per phase
The verification data is presented per verification phase. For each phase, you see the following information:
- Verification plan: how and by whom should the verification be executed?
- Verification result: what is the outcome of the verification?
- Verification assessment (if activated): have the verification results been accepted or rejected?
Please note: as explained earlier, you can use the selections menu to (un)select the columns that you want to see in your verification table.
For more information about setting up the different verification phases click here
Tips & tricks
Doing bulk actions
When not using the aggregated option, you may have to do a lot of repetitive data edits (e.g. setting the mechanical engineer as responsible for verifying all ventilation requirements) you can best use our bulk edit feature. Use the more options menu ( ) at the top of the table to access these features.
Read more here on how to use the bulk edit feature.
Bulk add to RFC or Risk
The requirements that are part of your selection can be added in bulk to an RFC or a Risk. Use the More actions menu ( ) at the top of the table to find these options.
Read more about bulk RFC and bulk risk here.
Filtering and sorting
In the not-aggregated view, you can also filter and sort using the icons at the top of each column in the verification table. With these, you can filter and sort both requirements and verification data.
Increasing column width
For columns that have a lot of info in them (e.g. text values), it can be useful to increase the column width. This can be done in the column header by grabbing and moving the column’s border.
Increasing the display range
The display range concerns the number of rows that are being displayed on a page. This setting is located at the bottom of the page. You can choose between 10, 25, 50 or 100 rows per page.
Please note: Increasing the display range might make the table a bit slower, since more information will be shown on each page.
Dragging values
Within the verification table you are able to drag cells. If all spatial requirements, for example, need to be verified by the architect, you can select it once and then drag it down to quickly assign architect to all these requirements, as shown below.
Exporting the table to excel
For the purpose of communication, it is sometimes easy to have data in Excel. To get an Excel export of your table, just click on the icon, right next to the overview’s name.
Depending on the size of the overview, it may take some time to download the file. When completed, you can find the file in the downloads folder on your PC.