Issue Tracking Database

– User Guidelines –

Accessing the System

The Issue Tracking Database can be accessed at the following URL:

http://dev.intelliquip.com

To login to the system, click on the Login button shown on the start-up page, and enter Username and Password provided. Typically, the Username is the user’s e-mail address. A default password is typically assigned, which can be changed after logging in.

Changing Password

After logging into the system, the user can change his password by clicking on the “Change Password” link in the lower left corner of the page. Overwrite the value shown in the Password field with the desired new password and click on Submit.

Purpose of the Issue Tracking Database

The purpose of the Issue Tracking Database is to provide a collaborative environment where Intelliquip and its clients can interact on various issues which arise during a project’s implementation. The database provides a common point where users can access documents, provide information to define the requirements for an issue, document governing information for knowledge engineering efforts, and ultimately review and track the progress of the issues as they are completed.

Creating Issue Documents

Issue documents are created by clicking on the New Issue button found on any of the issue document views.

Mandatory Fields

The following fields are needed to effectively react to any new issue.



Issue The title of the issue document shall provide a one line summary of the issue.


Priority Set the priority as appropriate to ensure resources are focused accordingly.


Next action individual The individual responsible for the next action. Unless the issue is for the purposes of internal discussion, then this will generally be your IQ assigned Project Manager.


Send eMail notification Check this box so that the next action individual(s) and copy to individual(s) receive an e-mail notification upon saving the document.


Comments Always prefix your comments with the date and your initials by clicking the Append Date/Initials button. Then provide a full and accurate description of the issue. Attachments ca be uploaded by using the Browse button.

The left-hand pane of the Issue Tracking Database provides a large number of views available to access sorted lists of issues. To access any view, simply click on the view name. To open an issue from any view, simply click on the Issue name. The following views are available.

All Open Issues

The All Open Issues view shows a list of all issues open (those not marked as verified or completed) sorted by Priority.


Issues by Last Modified

The Issues by Last Modified view shows a list of all issues open (those not marked as verified or completed) sorted in decreasing last modified date order.


Issue by Next Action

The Issues by Next Action view shows a list of all issues open (those not marked as verified or completed) sorted by Next Action individual. When first opened, this view shows a list of individuals followed by the number of issues for which they are listed as next action individual. By clicking on the character next to the individual’s name, a complete list of those issues will be shown.


Issues by Priority

The Issues by Priority view shows a list of all issues open (those not marked as verified or completed) sorted by priority. When first opened, this view shows a list of priorities followed by the number of issues with that priority. By clicking on the character next to the priority, a complete list of those issues will be shown.


Issues by Category

The Issues by Category view shows a list of all issues open (those not marked as verified or completed) sorted by category. When first opened, this view shows a list of categories followed by the number of issues with that category. By clicking on the character next to the category, a complete list of those issues will be shown.


Governing Documents

The Governing Documents view shows a list of all issues which are marked as “Governing Documents”. An issue should be marked as a governing document when it contains source Knowledge Engineering data for a project. When testing an implementation, these documents are used to determine whether or not the results are as expected.


Status Reports

A collection of Status Reports views are available to show all issues filtered based on their status, as follows:

Discussion: An issue is initiated in Discussion status. During this phase of the issue, the information required to schedule it for action is acquired from the appropriate individuals. Any user can create an Issue and mark it’s status as Discussion.

To Be Scheduled: An issue is moved to the To Be Scheduled status when all the information required to action it is available and stored in that issue document. Any user can determine that an issue’s information is complete and assign it to the To Be Scheduled status. When done, the Next Action Individual should typically be set to the Intelliquip Project Manager’s name.

Scheduled: An issue is moved to the Scheduled status when Intelliquip has completed an internal document (Intelliquip Development Document – IDD) and assigned it to the appropriate application developer or knowledge engineer. Typically, only an Intelliquip user should move an issue to the Scheduled status.

Ready for Test: When an issue is completed and deployed to the Beta test server, the issue is moved to the Ready for Test status. This notifies the appropriate tester(s) that the issue can be tested to determine if it adequately meets the requirements defined in the issue.

Verified on Beta: When an issue has been successfully tested, it is moved to the Verified on Beta status. This status communicates to Intelliquip that the functionality is ready to be moved to the production environment. The exact time the issue will be moved to production (and marked as Completed) depends on various factors, including its type (Application Development vs. Knowledge Engineering) and any release cycles previously defined (e.g., typically application development changes are released in a carefully planned strategy to ensure only a fully tested and reliable system is ever released to production).

Completed: An issue is moved to Completed status when it has been deployed to the production environment.



All Issues

The All Issues view is provided for a user who wishes to look through a complete list of all issues, sorted by descending Issue Number.


Feedback

The Feedback view shows a list of feedback documents (not Issues) created by end users while running the Intelliquip Solutions software. These feedback documents can be created by accessing the Feedback button in the global menu of any Intelliquip application.

At the present time, new users for the Issues Tracking Database can only be created by Intelliquip. Please notify the Intelliquip Project Manager of your wish to add additional users and they will be added in a timely fashion.