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Quickstart Start Guide

Get up and running with Pidima in just 15 minutes! This guide will walk you through the essential steps to start managing your engineering documentation.

Step 1: Access Pidima​

  1. Open your web browser and navigate to your Pidima instance
  2. You'll see the login page

Step 2: Log In​

  1. Enter your email address
  2. Enter your password
  3. Click "Sign In"

💡 First time user? Your administrator will provide your initial credentials. You'll be prompted to change your password on first login.

Step 3: Explore the Dashboard​

After logging in, you'll see the main dashboard with key metrics:

  • Total Requirements
  • Total Test Cases
  • Coverage Rate
  • Recent Activity

Step 4: Create Your First Project​

  1. Click "Projects" in the navigation menu
  2. Click "New Project"
  3. Fill in the project details:
    1. Project Name: Give your project a descriptive name
    2. Prefix: A short code (e.g., "MDV" for Medical Device)
    3. Description: Brief overview of the project
    4. Account: Select the account this project belongs to
  4. Click "Create Project"

Step 5: Add Requirements

  1. Navigate to your new project
  2. Click "Requirements" tab
  3. Choose how to add requirements:
    1. Manual Entry: Click "New Requirement"
    2. Import: Click "Import" to upload Excel/CSV files
    3. AI Generate: Use AI to generate requirements from documents

Step 6: Generate Test Cases

  1. Select one or more requirements
  2. Click "Generate Test Cases"
  3. Review the AI-generated test cases
  4. Approve or modify as needed

Step 7: View Traceability

  1. Click "Traceability" in the navigation
  2. See the automatic links between requirements and test cases
  3. Ensure complete coverage for compliance

What's Next?