Status reporting
The status reporting represents all relevant information about the evolution of the Initiative/Release.
Registers
The status registers are represented by 3 tables:
- Reports: a Report is a comment with a status (Green, Amber or Red)
- Risks: a Risk is a problem that could occur in the future
- Issues: an Issue is a problem that has been occurred
Attributes
Report
A Report has the following set of attributes:
Field | Description |
---|---|
Date | The creation date of the Report. This information is automatically computed. |
Author | The creator of the Report. It represents the Employee which created the Report. This information is automatically computed. |
Status | The status of the Report. Green if everything is OK, Amber if a small or medium problem affects the Initiative/Release, Red if a large a critical problem affects the Initiative/Release. |
Comment | Details of the Report. |
Documents | List of attached documents of the Report. When creating a new Report it's possible to attach a document. Then to manage the documents of an existing Report, simply go to its identity card. |
Risk
A Risk has the following set of attributes:
Field | Description |
---|---|
Active? | Checked if the Risk could still occur. |
Name | Short description of the Risk. |
Description | Full description of the Risk. |
Type | Type of the Risk. |
Target date | Date for which the Risk could occur. |
Mitigated? | Checked if some actions have been done to reduce the impact of the Risk. |
Mitigation action | Description of the mitigation actions. |
Issue
An Issue has the following set of attributes:
Field | Description |
---|---|
Active? | Checked if the Issue is currently not solved. |
Name | Short description of the Issue. |
Description | Full description of the Issue. |
Type | Type of the Issue. |
Due date | Date for which the Issue would be resolved. |
Owner | Employee which ensures the management of the Issue. |
Identity cards
→ The Initiative/Release's "view complete data" permission is needed to display the Registers' identity cards.
Dashboard
The Registers identity cart is represented by:
- The list of status Reports with management capabilities (add, edit and remove): by clicking on a row, the identity card of the selected Report is displayed
- The list of Risks with management capabilities (add and edit): by clicking on a row, the identity card of the selected Risk is displayed
- The list of Issues with management capabilities (add and edit): by clicking on a row, the identity card of the selected Issue is displayed
In the Risks and Issues tables, a red bell is displayed (in the date columns) if a Risk or Issue is late.
In the Risks and Issues tables, the inactive entries are not displayed. It's possible to have a full view by clicking on the “Full view” icon .
By clicking on the download icon in the Reports table, a PDF status report of the Initiative/Release is generated. A notification is sent when it is available to download.
Report
The Report's identity card is represented by:
- Report's attributes
- The list of attached documents with management capabilities (add, remove)
Risk
The Risk's identity card is represented by:
- Risk's attributes
Issue
The Issue's identity card is represented by:
- Issue's attributes
Data management
→ The Initiative/Release's update permission is needed to manage reports, risks and issues.
Report
Add a Report
- Go to the Registers identity card,
- Click on the “Add” icon
inside the Reports table,
- Complete the Report's attributes and Save,
- The new Report has been added.
Edit a Report
- Go to the Registers identity card,
- Click on the “Edit” icon
for the wished Report,
- Modify the Report's attributes and Save,
- The Report has been updated.
Delete a Report
- Go to the Registers identity card,
- Click on the “Delete” icon
for the wished Report,
- Confirm that you want to delete the Report. A Report can not be restored once deleted. If you delete one by error, you will have to re-create it.
- The Report is deleted.
Risk
Add a Risk
- Go to the Registers identity card,
- Click on the “Add” icon
inside the Risks table,
- Complete the Risk's attributes and Save,
- The new Risk has been added.
Edit a Risk
- Go to the Registers identity card,
- Click on the “Edit” icon
for the wished Risk,
- Modify the Risk's attributes and Save,
- The Risk has been updated.
The “Edit” icon is also available in the Risk identity card.
Issue
Add a Issue
- Go to the Registers identity card,
- Click on the “Add” icon
inside the Issues table,
- Complete the Issue's attributes and Save,
- The new Issue has been added.
Edit a Issue
- Go to the Registers identity card,
- Click on the “Edit” icon
for the wished Issue,
- Modify the Issue's attributes and Save,
- The Issue has been updated.
The “Edit” icon is also available in the Issue identity card.
Events
An Event is a comment with a type (Information, Decision…) which details something that happened about the Initiative/Release.
Attributes
An Event has the following set of attributes:
Field | Description |
---|---|
Type | The type of the Event. |
Creation date | The creation date of the Event. This information is automatically computed. |
Author | The creator of the Event. It represents the Employee which created the Event. This information is automatically computed. |
Message | The full explanation of the Event. |
Identity card
→ The Initiative/Release's "view complete data" permission is needed to display an Events' identity card.
The Events' identity card is represented by:
- The list of Events with management (add, edit and delete) and filtering capabilities
It's possible to export (Excel format) the list by clicking on the button .
Event management
→ The Initiative/Release's update permission is needed to manage events.
Add an Event
- Go to the Events identity card,
- Click on the “Add” icon
inside the Events table,
- Complete the Event's attributes and Save,
- The new Event is now available.
Edit an Event
- Go to the Events identity card,
- Click on the “Edit” icon
for the wished Event,
- Modify the Event's attributes and Save,
- The Event data have been updated.
Delete an Event
- Go to the Events identity card,
- Click on the “Delete” icon
for the wished Event,
- Confirm that you want to delete the Event. An Event can not be restored once deleted. If you delete one by error, you will have to re-create it.
- The Event is deleted.
Timesheets
Table with all timesheeted jobs on the Initiative/Release with filtering capabilities.