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
  1. Go to the Registers identity card,
  2. Click on the “Add” icon inside the Reports table,
  3. Complete the Report's attributes and Save,
  4. The new Report has been added.
Edit a Report
  1. Go to the Registers identity card,
  2. Click on the “Edit” icon for the wished Report,
  3. Modify the Report's attributes and Save,
  4. The Report has been updated.
Delete a Report
  1. Go to the Registers identity card,
  2. Click on the “Delete” icon for the wished Report,
  3. 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.
  4. The Report is deleted.

Risk

Add a Risk
  1. Go to the Registers identity card,
  2. Click on the “Add” icon inside the Risks table,
  3. Complete the Risk's attributes and Save,
  4. The new Risk has been added.
Edit a Risk
  1. Go to the Registers identity card,
  2. Click on the “Edit” icon for the wished Risk,
  3. Modify the Risk's attributes and Save,
  4. The Risk has been updated.

The “Edit” icon is also available in the Risk identity card.

Issue

Add a Issue
  1. Go to the Registers identity card,
  2. Click on the “Add” icon inside the Issues table,
  3. Complete the Issue's attributes and Save,
  4. The new Issue has been added.
Edit a Issue
  1. Go to the Registers identity card,
  2. Click on the “Edit” icon for the wished Issue,
  3. Modify the Issue's attributes and Save,
  4. 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

  1. Go to the Events identity card,
  2. Click on the “Add” icon inside the Events table,
  3. Complete the Event's attributes and Save,
  4. The new Event is now available.

Edit an Event

  1. Go to the Events identity card,
  2. Click on the “Edit” icon for the wished Event,
  3. Modify the Event's attributes and Save,
  4. The Event data have been updated.

Delete an Event

  1. Go to the Events identity card,
  2. Click on the “Delete” icon for the wished Event,
  3. 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.
  4. The Event is deleted.

Timesheets

Table with all timesheeted jobs on the Initiative/Release with filtering capabilities.