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User Manual - FIT Tracking Solutions

1. Figure 19 FIT Sample Email Notification for Issues Creating and Updating Issues 6 2 Viewing and Hiding Closed Issues You can view or hide Closed issues which are listed on the Main Menu page The link on the top left corner of the Main Menu page toggles to provide this functionality Please note that FIT s default behaviour is to hide closed issues However the system can be configured to toggle the display of more states as required For more information see FIT Administrator User Manual available at http www FitTrackingSolutions com support documentation html To hide closed issues Toggle the Issues Hidden link on the top left corner of the Filter Definition Ort Main Menu New Case Edit Profile Admin Menu Welcome admin 2 Ges o o o Filter ON Individual Foster o pworthing Peter Worthing Oct 18 2013 10 49 Investigation 1 Emergency Subject Give or get dental care for each resident Jerry Foster Biggar Saskatchewan K1Z 115 613 399 6122 1152 Rocky Anchor Trail Individual Jsimpson Jon Simpson Oct 18 2013 10 49 Commission Subject Make sure that the nursing home area is free of dangers that cause accidents Individual Jerry Foster Biggar Saskatchewan K12 115 613 399 6122 1152 Rocky Anchor Trail rlacasse Robert Lacasse Oct 18 2013 10 49 Inactive Subject Provide activities to meet the needs of each resident Jerry Foster B
2. Main Menu HN 4 1 3 Wide Blue Menu Style The Wide Blue Menu style is an older skin which is still used by many customers FIT ISSUETRACK Main Menu New Task Bulk Update Admin Menu Edit Profile 0 Filters Reports Charts Logout Help Filters Search Go To Task Context y he E El E O Filter ON Task Id gt 123 Clear Filter Closed Tasks Hidden 14 of 4 Task Id Subject Assigned To Date Last Modified Priority new image for mainMenu sdunbar Jul 26 2006 22 42 Open 3 Medium Broken links cjustus Jul 26 2006 10 39 Finished To Be Reviewed O Edit 125 hosting page cjustus Jul 25 2006 11 13 Open 3 Medium home page sdunbar Jul 25 2006 14 09 Finished To Be Reviewed 3 Medium Summary Assigned To Finished To Be Reviewed cjustus sdunbar Total View All Tasks Customize 6 Figure 11 FIT Main Menu Page WideBlueCells style Main Menu Table 3 FIT Wide Blue Options Defined Diagram no Title Description Lets you access other FIT menus using the corresponding links Note If you are a FIT administrator you can access the Admin Menu page and Bulk 1 Navigation Menu Update page in addition to the pages outlined below For more information see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Menu Items Main
3. High Priority Cases x June 2012 AMAS Case T Date Last Modified Priority Status Subject Adminis Mar 22 2012 03 12 KIA On Hok Food Services y Adminis Ape 25 2012 13 08 Waiting Winning bidder Adminis Mar 20 2012 17 47 KERS Compla Continual proble Infrastn Mar 08 2012 13 42 Waiting Supply of licenc 27 28 1 3 4 s 6 Be 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 No Cases on June 07 Home ld Name Province Rooms Status Case Allotment Closed General Complaint Inquiry Assigned Case To Addressed Open Verified On Hold Province Rooms Status Open International Retire Ontario 50 Figure 2 System Dashboard Toggle Example The dashboard allows several different component types The most common components can be added from the main menu options of any track while the user is viewing the data they are trying to configure for the dashboard Other components are also possible and will be listed as they become available ie see report component below Dashboard ai Welcome admin Help Logout Closed Cases Hidden Main Menu Options Sl gt Show Summary Assigned To Date LastModified Status it Customize Charlotte Apr 25 2012 13 11 Open 3 Export to MS Project View All Cases harl 12 13 1 aa pe 22 2012 1310 Open gt Add Case list to dashboard an Barry Apr 25 2012 13 12 Open 3 Add summary to dashboard istrati ur Charl
4. Figure 21 FIT New Issue Page Table 5 FIT New Issue Page Field Descriptions New Issue Page Field Description Subject Give a subject to your issue for easy recognition Assigned To Assign the issue to a FIT user Project Name the project to which the issue is associated Status Specify the status of the issue for example Open Ready for Retest or Closed Priority Specify the priority of the issue for example Emergency High or Low Detail the issue for assigned and notified individuals This information will be tracked in the issue s history once the issue is edited Comment Deseription Note this field can default as a plain or Rich Text Field RTF The right most icon after the label can be used as a toggle Notify List Specify the FIT users who are notified of changes to the issue Browse to add attachments of any type including documents and ZIP files Attachments can be viewed by selecting the filename and the comment may be edited by clicking Edit Attachments New in Version 9 Newer browsers also support dragging files into the attachment area These attachments will immediately upload to the server so that they are ready when the user finally saves the issue details Creating and Updating Issues E 6 4 Updating Issues You or any other FIT user can update an issue by accessing the issue from the Current Issue List on the Main Menu page The links under the Iss
5. FIT User Manual Version 9 00 Alcea Technologies Inc www FitTrackingSolutions com 1 0 Introducing FIT esrrrrrrrere rie ze serie zare renze cere nee renano nie orzo sio ee sezione se eee nin nooo non ezio nea zin nere nine eee nese eze nese cin ne se con ee ee renne se E Ei 4 LIWhat s New lrn a ila alain ae alal 4 1 2 Additional Documentation A RA A Un Ai 4 1 3 Accessing Customer Support a a a a a a a a a E Ae a a a 4 1 4 About Alcea Technologies Inc yonan oii a ii 4 2 0 Lo Seine Mto RIV ri e A A TN 6 SO Dash DO ar RR EI EROE 7 3 1 Configuring Components ii tes eer Ades ie E E E Ses Alione 8 FL TES Components guai o dt ten Lila lillo 8 3 1 2 CalendarComponent ii a Rat 9 5 ERAN A 10 3 2 Reports and Charts available in Dashboard cnn onn nn rnnnonn rn nono non nr nn non n ran non nran nan nannnns 11 EA NA 13 4 1 Viewing the M in Men iba 13 4 T E Black Curve Version A A AR ee A on a e ee 14 4 1 2 Drop down Version 8 Menu Style rase e 17 4133 Wide Blue Menu Style rinne Be T ee eee A ee 20 4 2 Customizing the Main Menu Page cnn n nn ron nnnn nan RR RR Ran RR RRE RR R RR RR RR RR RR RR R RR RR RR RR nn rara rra 22 4 2 1 Editing User Preferences a dis 22 AE I CERRO ASIA 23 oTa E ONYE cieli LA RL 23 5 2 A ees aches Bran Rit ERI IRR ina 23 5 3 User Preferences si Aa LEALE RARI aa ano 25 5 4 Column Preferentes wernei n A a ee ed ee ee ee
6. 12 17 Open Task Id 426 Elapsed Time 409 day s Entered By pworthing Date Entered Feb 05 2007 00 04 Last Modified By jsimpson Date Last Modified Nov 30 2007 09 58 Subject test spec ideas Assigned To O Select Project 0 Task o E Status Open Priority O 4 Low Comment al A Due Date OE 2008 11 14 Notify List Dey Project Management Attachments Add Attachment Browse Attachment Comment Add Attachment Browse Attachment Comment Save Figure 22 FIT Updating an Issue Color codes and Required Fields showing Creating and Updating Issues MEN 6 5 Cloning Issues A Create Clone of This Issue link is available at the top of the edit page to allow you to create new issues more quickly This allows users to create issues more quickly by giving them a template from an existing issue using the values of the parent issue as defaults for the fields of the new issue Additionally the Clone Issue page has the following options Start New History blanks out the history for the new cloned issue rather than keeping the parents entries Record Cloning Note simply places a cloned from note in the description Creating and Updating Issues edi 6 6 Email Notification Email Notification is the process of sending an email to a related party for the purpose of keeping them up to date on a current issue On any update to the system the defau
7. 2013 09 39 Give residents proper treatment to prevent new bed pressure sores or heal existing bed sores Aug 17 2013 00 31 Date Last Modified Give each resident care and services to get or keep the highest quality of life possible Aug 06 2013 13 43 Provide activities to meet the needs of each resident Sep 23 2013 20 44 Make sure that residents who cannot care for themselves receive help with eating drinking grooming and hygiene Jul 26 2013 22 31 Provide activities to meet the needs of each resident Sep 09 2013 01 35 Give residents proper treatment to prevent new bed pressure sores or heal existing bed sores Oct 05 2013 03 34 Subject Next Stage Figure 30 Sample Report Once you create a report you can send it as an email view it without a header or view it within Microsoft Word or Microsoft Excel When you choose to view the report in a Microsoft application the respective application launches and your report appears within the software You can then edit the report within the software application as required 8 1 Running Saved Reports FIT offers a set of default saved reports that are created on the first installation Additionally the administrator and individual users can create custom reports that can be added to this list The following figure shows you how to access these reports Simply choose a predefined report from the list of reports or choose Create Modify Report where you are presented w
8. 26 5 4 1 Additional Column Preferences nr nn non nro n nro n o tests te Stents Estet nana nn sestese eest es tetese ensenen ee 28 6 0 Creating and Updating ISSUES csccsssssssssscsssssccrsessesssessssssssssssssssseesssesessesssessnssessesnsessssnsesesscseseseassssssessessseseeseesees 29 6 1 Understanding Issue Tracking dia 29 Ole Issue Tracking DISTA A A neh re ae eer ai een ee ee ew 29 6 1 2 Tracking Issues within the Change Process non n nn nro ronnrrnno nn non nr nn nonnrann nn nr on nro nannnnns 29 6 1 3 Issue Tracking Scenarios ii a ie 30 6 2 Viewing and Hiding Closed Issues non nconnonnnonn corro tnst ett st nn nn non ttt ran nan ran nan ran stents esteos re ses seeee seene 32 IA a iaeh 33 OA Updating ISSUES A cea A ee eee et dd Re 35 625 ClOMING E i seth RIOT aa Duce LILIAN LR RAK Mee se este shee tata 37 6 6 Email Notification inal ee Rs es tee is Se E aaa nali 38 AIN AAA A natia ai iI rinite ria 39 AUN Preset Filters Lilli Lana 39 T2 Filter Definition orti a sorsi lite ii sione colli po perl ia rie direi iaia 40 13 Creating Custom Filters estes eri aaa aa 40 TA Filter Opt a aLaaa iaia 40 Toe Quick Filter Tab sane aa lalla ai dat ae 41 PAETI KO n n a AEEA E EA A E Dall e IA LOS LARA 42 LL Saying Custom td a ee 43 7 8 Editing and Deleting Custom Filters sc aaa A ii AIR REE 44 7 9 Relativo Dates sana AA A A A A e 45 AO
9. 4 Ascending A None Le Ascending Lal Use Filter Current Filter Relative 19 Generate Report Figure 32 Quick Report Tab 8 2 1 Quick Report Tab The Quick Report tab provides the primary options used to build a report These settings sort issues into separate groupings displaying details for a set of chosen fields 1 Choose one or more headings from the Heading 1 Heading 2 or Heading 3 drop down boxes These headings will be used to sort and group the data in hierarchical format 2 Optional Use the Sort By drop down box to sort data on a specific field column Reports NN 3 Optional Select Use Filter which will filter the dataset before executing the report You may want to create a new filter before running saving the report to be used here Here is a summary of the filter options available Current Filter Absolute will save the current filter to be used with the chart or report Current Filter Relative will cause the saved chart or report to use the filter that is currently set at the time it is run 4 None will clear the filter before the chart or report is run 8 2 2 Summary Report Tab Alternatively you can use the Summary Report tab to compare two drop down fields and display a matrix of totals Simply select the two drop down fields that you wish to use with values that you are interested in default is to use all Then a comparative matrix will be shown with totals for all selected
10. Menu Lets you access the Main Menu page as shown in Figure 11 Dashboard A set of useful components that you can customize Lets you access the New Issue page from which you can log a new issue If New Issue you are tracking additional items from another integrated system there can be more New ItemX menus here Lets you access the Edit Profile page from which you can change your Edit Profile current user profile This includes password user tag user preferences and default column settings Lets you access the Filters page from which you can create and edit filters to Filters help sort data Reports Lets you access the Reports page from which you can generate quick P preset or custom reports Charts Lets you access the Charts page from which you can generate quick preset or custom charts Logout Lets you log out of FIT 2 Filters and Search Bar Switch Track If you have integrated multiple systems you can use this drop down to switch between systems Lets you select filters Filters let you specify criteria in order to view only Filters issues that possess similar characteristics For example you can create a filter to view only software issues for a project you specify The search field is a full text search field of all issues within the system Search allowing users to quickly find a particular issue or related issues Goto Issue Lets you automatically navigate to a specific item using the ID 3 Filter Definition S
11. Period Save Options Left Margin Dt Chart Width 500 Right Margin 0 1 Chart Height 500 Top Margin 0 1 Legend Position Right vw Bottom Margin 0 1 Show Values Over Bars Columns v Set to Defaults Generate Chart 6 Several presentation options exist to allow you to control the appearance of your charts Left Right Top Bottom Margin allows users to control the margins around the charts Width Height allows users to control the size of the charts Legend Position allows users to place the legend as desired Show Values over Bars Columns determines if values are shown for the extremes of each bar column value Allows you to see exact values when shown 7 Ifyou are charting a date in fieldl and you want to restrict the time period for the displayed data you can use the options in the Date Period tab The Start End date control the period for which dates are relevant for the chart The Period will control the increments on the x axis Charts HN 8 Click Generate Chart Status vs Assigned To a pworthing sgnorton cjustus jsimpson Trlacasse Closed Ready For Retest Open Rejected Status Figure 42 FIT Sample Custom Chart 9 3 Saving Custom Charts You can save any of the custom charts you create For more information about creating a custom chart see the previous section To save a custom chart 1 Definea custom chart using the tabs in the report menus 2 Typea
12. Redundant Notifications This option will ensure that notifications are always sent to a user rather than being skipped if the user is actually the one making the change to the issue Please see the section on Email Notifications under Creating and Updating Issues for a complete understanding of how notification works Please note that a FIT administrator is required to set up email notification for this feature to work For more information contact your FIT administrator or see the SMTP settings in the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html To change email preferences 1 On the Main Menu page click the Edit Profile link 2 On the Edit Profile page locate the Email Preferences tab 3 Modify email options detailed above 4 Click Update Email Preferences Userinto EmublPreterences PaerPreferences Column Preferences Each User profile can designate teo emali notification mechanisms Generally the second one is used for an albemmate account where a different format may be required such as textonly notifications to a PDA Email Address Plain Taxt Email Disable Latest Change Disable Links El Disable Full Details Disable Full History Send Redundant Motibeations Update Email Preferences Figure 14 FIT Changing User Information on the Edit Profile Page User Profile MEN 5 3 User Preferences The User Preferences menu allows
13. Report Status Oct 22 2013 15 48 Waiting Estimated Actual Date Last Modified Hours Feature ID Feature Description Assigned To Priority Purchased 25 hours of configuration in advance jsimpson May 17 2011 13 44 3 Medium Estimated Feature Description Popup for new meeting choices hide field in history Setting up User Guide EEC Worldwide Custom Work Corner Custom Work Traderoot Custom Work LETN Custom Work ESAB Custom Work Knowledge Point Custom Work Add a Suppress Notification Assigned To Date Last Modified pworthing Jun 06 2012 15 32 May 16 2012 07 41 May 16 2012 08 54 credekopp Caroline Nov 09 2011 10 59 credekopp Caroline Nov 09 2011 10 59 pworthing Nov 09 2011 10 59 Nov 09 2011 10 59 Nov 09 2011 10 59 rlacasse Nov 09 2011 10 59 jsimpson Nov 09 2011 11 12 Priority 3 Medium 3 Medium 3 Medium 3 Medium 3 Medium 3 Medium 3 Medium 3 Medium 3 Medium 3 Medium option to workflow s Field Action settings Encana Custom Work Adding Soap Functionality to Workflow credekopp Caroline Nov 09 2011 10 59 jsimpson Nov 09 2011 11 12 3 Medium 3 Medium Figure 37 Totals Tab Reports os 8 2 6 Charts Tab The Show Chart option in the Charts Tab will take heading and heading2 from the quick report tab or selections from the summary tab if used instead as inputs for chart datasets These datasets are
14. The drop down menu style uses a javascript drop down menu for grouping similar menu options It is available in many different colors and can be further customized by your administrator Go To Bug HO Search J Bug Id lt 1237 AND gt 1233 Clear Filter Closed Bugs Hidden 1 5 of 5 Assigned To Date Last Modified Status Edit 1237 robert s crazy notification problem Jon jsimpson Jul 25 2006 Open 3 Medium Edit 1236 Dermo Issues cjustus Jul 23 2006 Open 3 Medium Edit 1235 mail rules aren t being read in cjustus Jul 21 2006 Open Edit 1234 key generator Jon jsimpson Jul 21 2006 Ready For Retest 3 Medium Edit 1233 testing blackberry idea Pete pworthing Jul 20 2006 Open 3 Medium Assigned To cjustus 6 Pete pworthing Jon jsimpson Figure 10 FIT Drop down Menu style Main Menu N Table 2 FIT Drop down Skin Options Defined Diagram no Title Description Lets you access other FIT menus using the corresponding links Note If you are a FIT administrator you can access the Admin Menu page and Bulk 1 Navigation Menu Update page in addition to the pages outlined below For more information see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Menu Items Main Menu Lets you access the Main Menu page as shown in Figure 11 Dashboard A set of
15. clear it and the Hide Show Closed Issues toggle Or Main Menu New Case Edit Profile Admin Menu Welcome admin a a FC Summary Assigned To Investigation Total pworthing Peter Worthing 1 a Total 1 1 Figure 24 Filter Definition 7 3 Creating Custom Filters You can specify a unique set of values criteria to create a custom filter which will search for the data you are after The filter menu is composed of three tabs that work together to define the type of filter that you want to create There are save options above the tabs giving you the option of saving the filter with a name which will then be added to the filters drop down in the menu To create a custom filter 1 On the Main Menu page click the Filters drop down and select the first option called Create Modify Filter 2 OntheFilter Issues page click the Define Filter tab then specify the custom filter criteria relevant to each filter tab which you may be concerned with See options below 3 Click Run No Save or enter a name in the save options and click Save And Run 7 4 Filter Options Filters NN Filter Options are grouped into three tabs These three tabs work together to build a filter definition for retrieving data from the system In addition save options are located conveniently on the top of the options area Filter Name System Filter Save And Run Define Filter Quick Filter Sort Options
16. control the width of the data appearing in that column The Width is specified in pixels while the Length is specified in character length Any data which is longer than the given character length is removed and replaced with the string The Wrapping option allows you to wrap data in the specified column rather than having the data scroll off to the right of the browser window The Full Row option displays the field on its own row in the main menu This allows you to make a particular field stand out or just gives you the whole width of the screen to show the data for this field It is particularly useful for descriptions or comments which are generally too large for a column User Profile NN The Historical H option concatenates all values from the history entries into one field The Separator option allows you to display the history data with Date Entered By separators which are useful for readability The Child Columns indicate which fields will be displayed for child issues if the Show Child Issue List For Each Parent option is selected This feature is described below The values for the field will be blank for the children if the child column checkbox is not checked 5 4 1 Additional Column Preferences Showing Child Issue List For Each Parent This option will create a hierarchy of child issues in the Main Menu using highlighted color for each child level Make sure to check off the child column fields th
17. notice its definition at the top of the Charts page Once you create a chart you can quickly change its type pie bar etc by clicking the links on the right side of the Chart page Assigned To 2 66 6 Figure 41 FIT Sample Saved Chart Charts 9 2 Creating Custom Charts You can create custom charts to access specific summary details of the FIT data The chart options are laid out into a tab format where common controls are grouped All tabs work together and are detailed below To create custom charts 1 On the Main Menu page click the Charts link under the Tools tab 2 The Quick Chart tab options provide the basic chart options Select Field 1 and the Select Field 2 drop down boxes allow you to define the data that will be plotted x and y axis if applicable 3 Choose an option from the Select a Chart Type drop down box If you want the chart to appear as a 3D image select the 3D check box 4 Optionally choose Use Filter which will be run prior to creating the report You may want to create a new filter before running the report QuickChart Chart Presentation Date Period Save Options Select Field 1 Assigned To Mi Select Field 2 None Ni Select a Chart Type Pje Chart v M3D Use Filter Current Filter Relative v Generate Chart 5 The Chart Presentation tab allows you to optionally format the chart presentation options as desired QuickChart Chart Presentation Date
18. the Navigation Bar System wide filters are created by an administrator and are denoted by an asterisk NOTE The Notify List allows you to list a number of users emails which need to be notified any time an issue is modified to match this filter criteria This feature is now obsolete as a proper workflow rule can be set up as a better solution Filters MEN Save Options Filter Name 0 SE Save And Run Advanced Notify List 9 Show Users E zi ahealy E cjustus credekopp Caroline x Note Users in the Notify List wil receive email notification whenever any update meets this fiter criteria if saved Figure 28 FIT Saving Custom Filters 7 8 Editing and Deleting Custom Filters Saved custom filters can be edited or deleted from the system To edit a filter On the Main Menu page click the Filter link under the Tools tab On the Filter Issues s page click Edit beside the User Filter Definitions drop down box Change the custom filter settings under the Define Filter tab Type a new Filter Name in the Save Options box N A U N m Press the User Filter button to save the new filter 6 Delete the previous custom filter NOTE For information on deleting a filter see the following procedure User Filter Definitions Peters filter v Edit System Filter Definitions Entered by CURRENT_USER w Edit Figure 29 FIT Editing and Deleting Custom Filt
19. values The following is an example of a comparison between Status types and AssignedTo using two users similar to the summary on the Main Menu Quick Report Summary Report Layout Column Preferences Totals Chart Options To generate a summary report select values for Top and Left Heading Selecting values will limit columns and rows that are displayed Not selecting any values will display all rows and columns Top Heading None ml Top Values NoHeading Selected Left Heading None Left Values No Heading Selected Use Filter The summary Report uses the filter defined on the Quick Report tab Generate Report Figure 33 Summary Tab 8 2 3 Layout Tab The Layout tab allows you to format several CSS options which control how a standard quick report is displayed View the info icons next to each individual option on this tab Reports Za Quick Report Summary Report Layout Column Preferences Totals Chart Options Title Defaut 0 Disable Color Coding ni Print Layout Note FIT relies on the browser to view pages and printing HTML is not ideal We have set up a deaner print format using CSS formatting This formatting will not display the same way in the browser so you must use print preview on the resulting page Color codes are disabled Default in Print Format J Use Page Breaks when Heading 1 printing Header Default gt d Footer Defaut 1 O Generate
20. 1 ARRESE 46 Running Saved Reports enie irachena lille 46 8 2 Generating Custom Reports ida 47 8 2 1 Quick Report Tab ia alan r n e a n o Cath a a i e e 47 8 2 2 Summary Report Tabona aan e tt ERN A T A ee aa 48 B22 3 Layout Tabni pee ane E E nea 48 8 2 4 Column Preferences Tab i DIE Leal a ea a Nah ee ale 49 S oT Totals R lo EEEE na E td EET dal 50 SAI Pap BIE E E E A A E T 51 8 3 Saving Custom Reports sii A see aD Ton N as 51 4 Changing the Report Format A A A SD 52 O O NN 53 Ol Running Saved Charts e ale 53 9 2 Creating C stom Charts ta 54 93 Saving Custom Charts ice a 55 10 0 Logging Out E E E T E A E rene seeinneneeene 56 2013 Alcea Technologies Inc All rights reserved Revision 9 0 Information in this document is subject to change without notice Alcea Technologies Inc and the FIT logos are trademarks of Alcea Technologies Inc Windows is a registered trademark of Microsoft Corporation All other trademarks are the property of their respective owners The software described in this document is furnished under a license agreement or nondisclosure agreement The software may be used or copied only in accordance with the terms of those agreements The contents of this manual and accompanying software are protected by copyright No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical recording or otherwise without the wri
21. 8 Report with Chart Option Enabled 8 3 Saving Custom Reports You can save any of the custom reports you create For more information about creating a custom report see the previous section To save a custom report 1 Define a custom report using the tabs in the report menus 2 Type a name for the custom report in the Save As box on the Save Options tab 3 Press the Save and Run button to save the custom filter It is run at the same time Saved reports appear in the Reports drop down box on the Navigation Bar System wide reports are created by an administrator and are denoted by an asterisk Save Options Name a Save And Run Figure 39 FIT Saving Custom Report Reports HON 8 4 Changing the Report Format The resulting report has a list of additional options on the top right of the page The first option allows you to email the generated report You can also change the look of your reports by removing the header viewing the document in Microsoft Word or viewing the document in Microsoft Excel To change report views 1 Generate a report 2 Click one of the following options e Email Page e Export As CSV e View Report Without Header e View Report in MS Excel 2000 e View Report in MS Word 2000 3 Click Submit Reports MN 9 0 Charts This section describes the older default charting feature which remains accessible from the second item of the Report drop down We are now extending the reporting
22. Mon 10 21 4413 improvement to track admin screen so that it shows user limits 4414 missing checkbox labels Figure 5 Configurable Calendar Dashboard Component Filter The component filter is defined when the component is added to the dashboard and can not be modified Object Type The dashboard component type Track The track context which this component pertains to 3 1 3 Summary Component The summary component shows an Assigned To Status summary as shown on the main menu Title The title of the component Top Heading the field used for x axis headings Left Heading the field used for y axis headings Dashboard Bug Summary Open High Importance Bugs Title Bug Summary Open Hig Top Heading status gt Left Heading Assigned To Details Save Cancel Assigned To Status IN a a cjustus Caroline credekopp dev Jon Simpson jsimpson kgeddie Peter Worthing pworthing Total IA m 5 B ala a w 09 es Figure 6 Configurable Summary Dashboard Component Filter The component filter is defined when the component is added to the dashboard and can not be modified Object Type The dashboard component type Track The track context which this component pertains to 3 2 Reports and Charts available in Dashboard Once a report is configured and saved you can then add it to your dashboard from the report configuration menu as in the followi
23. Report Figure 34 Layout Tab Of particular interest is the Print Format option which will display the report in the cleanest printable format without the default Style sheet settings and colors You can add optional headers footers to control page numbers and titles See the Header Notes for examples Priori rt Priorit w Stage Oct 22 2013 14 53 1 Emergency Acknowledged A Date Last Case ID Subject Next Stage anes se Modified 277 Protect residents from mistreatment neglect and or theft of personal property Sep 08 2013 00 30 203 Provide activities to meet the needs of each resident Sep 14 2013 13 06 196 Give each resident care and services to get or keep the highest quality of life possible Sep 02 2013 18 50 Assigned Case ID Subject e Next Stage 212 Give each resident care and services to get or keep the highest quality of life possible Aug 17 2013 09 39 181 Give residents proper treatment to prevent new bed pressure sores or heal existing bed sores Aug 17 2013 00 31 Open a Date Last Subject Model Next Stage Case ID Subj Next Stage 1972 Give each resident care and services to get or keep the highest quality of life possible Aug 06 2013 13 43 268 Provide activities to meet the needs of each resident Sep 23 2013 20 44 207 Make sure that residents who cannot care for themselves receive help with eating drinking grooming and hygiene Jul 26 2013 22 31 178 Provide activities to meet th
24. This menu allows you to build a Filter Definition located on the bottom right Change to Classic Format O To do so you must select a field from the Flekis dropdown which lists all fields for the chosen section tab Once a field is chosen you can then modify it s attributes You will not see it in the Filter Definition until attributes have been modified Next Stage 3 remote Reoress retomen Closed Sections Tabs Fields 1 All Flekis 2 Choose sl 4 Next Stage Conciliation x Figure 25 Filter Menu To create a custom filter 1 On the Main Menu page select the Filters drop down and select the first option called Create Modify Filter 2 On the Filter Issues page select the Define Filter tab and follow following steps corresponding to the above image for each field you wish to filter on Step 1 Select the Section or tab that the field is located in All fields is the default option Step 2 Select the Field which is desired fields for the selected section appear alphabetically Step 3 Define the search criteria desired for the given field adding it to the filter definition Step 4 View the Filter Definition for the current filter There are links here to modify remove fields from the filter 3 The Quick Filter and Sort Options tabs work have additional options for the filter and can be used for generic cross field searches and sorting the filter results 4 Se
25. Understanding Issue Tracking The concept of issue tracking is outlined below 6 1 1 Issue Tracking Definition Effective change management requires a team to effectively monitor issues that impact its team members Because teams work on many issues at once each issue can pass through numerous states for example Open and Closed until the issue is successfully resolved FIT lets you track the states of outstanding issues and provides the ability to filter common issues 6 1 2 Tracking Issues within the Change Process A change process is the set of rules that exist to control workflow These rules define a set of states and determine how an issue can pass from one state to another This includes the path that an issue can take as well as the states that you can assign to an issue for example Open or Closed FIT is designed to allow you to follow your own change process When FIT is installed a default change process lets the product function immediately This default functionality includes a common set of states which are outlined in the Figure on the following page These states can be configured to meet your organization s needs For more information about configuring these states see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Creating and Updating Issues 6 1 3 Issue Tracking Scenarios General Information Our default process begins in the Open state and p
26. ained in the profiles for any users in the Notify Lists This list is automatically stripped of duplicates and or a matching assignee email address which avoids the redundancy problem outlined above All notification is accomplished using a SMTP server as configured in the Server Configuration menu of the Admin section 66 99 1962 Email lists can include multiple addresses which are delimited by semi colons or commas Each address is then sent a notification The Notify List exists as a field for every bug so that a list of users can be notified about all updates to a specific bug This list can contain usernames or email addresses and there is a drop down list with add button for quick additions This list is configurable in the Admin menu The Automatically add creator to notify list option in the Server Configuration menu will add the creator to the notify list so that they are kept informed throughout the life of an issue A Suppress Notification option exists on edit pages to allow users to enter minor changes without having the system generate notifications TIP Your FIT administrator is responsible for ensuring proper email notification is set up For more information about email notification talk to your FIT administrator or see the FIT Administrator Manual at http www FitTrackingSolutions com support documentation html Creating and Updating Issues E 7 0 Filters FIT uses a pow
27. at you want to see If they are not checked off the value will not be shown This can help you clean up the page and identify data faster Assigned To Date Last Mojej Status Feb 22 2008 13 15 Open admin Feb192008 10 26 Open Figure 17 Show Child Issues Profile Option NOTE The number of issues at the top of the Main Menu list indicates the number of issues listed that currently match the specified filter However all children will be listed under a parent for this option assuming permissions If the child issue does not match the current filter the issue will be listed in a lighter gray font rather than the normal black Add space between details for each row This checkbox simply allows you to display a space between each row on the Main Menu User Profile EN 6 0 Creating and Updating Issues Before you create an issue you may want to familiarize yourself with the concept of issue tracking If you are comfortable with your knowledge of issue tracking you can create issues by navigating to the New Issue page On the New Issue page you can enter a variety of details to effectively track the issue including the current issue s subject priority level and the FIT users who are to be notified of the issue You can also add project management details to the issue for tracking purposes After creating an issue you and other FIT users can update its status for example from Open or Closed for tracking purposes 6 1
28. d box If you want FIT to remember your password each time you log in select the Remember this password check box must be enabled by admin NOTES Email New Password allows users to change their password without admin assistance This option must be turned on in Security settings Create New Login allows new users to create an account must also be enabled In order to log in a FIT administrator must configure your login name and password If you do not know your login name or password contact your FIT administrator or see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html INDUSTRY LEADING WEB BASED ISSUE TRACKING SOFT WARE Figure 1 FIT Login Page Logging In to FIT HO 3 0 Dashboard The dashboard feature provides a snapshot of separate components together in one location These components can represent multiple sets of data in different formats and from different tracks Each user has access to both a system dashboard and personal dashboard The system dashboard is set up by the administrator of the system for a common set of components The personal dashboard can be configured separately by each user Users can toggle between the two dashboards using the Dashboard Options drop down displayed in the image below Dashboard Options 710 System Dashboard Personal Dashboard Set Current as Default Edit System Dashboard
29. d that if he Description remembers correctly the WSDL file does not o utput buglD properly Thanks Jodie Note attached C Documents a nd Settings jmorley Desktop Jodie Alcea 15_User_Documentation 06_FBT_Admin_ Manual FBT_Admin_Manual pdf Assigned To jmorley Entered By lt td gt isimpson Status Open Date Entered Mon May 10 13 42 42 EDT 2004 It looks good to me but at the bottom of page 74 think the descript ion of getld is mixed up with the description of getBugList Should be sim ilar to the description of getld from table 12 on the same page Also in table 12 make sure the command names arent capitalized getld rather tha n Getld and so on But other than Description that it looks fine Pete Im not sure what you mean by the WSDL file not outputting buglD properly ca n you elaborate Assigned To simpson Entered By morley Status Open Date Entered Tue May 11 18 20 31 EDT 2004 none ll review in the a m and make these changes Are you sure my find a nd replace of bug versus issue didn t impact these instructions didn t know if you were Description aware that did that Jodie Assigned To Limorley Entered By lt td gt isimpson Status Open Date Entered Wed May 12 11 02 05 EDT 2004 Issue and bug are pretty much interchangeable so there s no problems there One more change to make though At the top of page 75 it says
30. e Edit Profile link 2 Select the check boxes corresponding to the columns you want to display 3 Click Update Column Preferences User Profile MEN Profile for admin nt mal ren user preferences column Preferences Selected columns determine the field columns shown on the main menu They also act as the default fields selected for field selection menus Enable Column Max Width px Max Length ch Wrapping Historical Child Columns I Wrap Issue ID 3 I Wrap Row H I Sep KI l Wrap Row H T Sep T Wrap un KI T Wrap Row H I Sep Row H I sep M gt T Date Entered Issue ID Subject Assigned To Date Last Modified Status Priority Deleting the FAQ items Jul 21 2006 10 01 1 Emergency Getting more help Jul 21 2006 10 01 1 Emergency Changing columns displayed on the main menu Jul 21 2006 10 01 3 Medium Edit 6 gt Changing skins Ron Jul 21 2006 10 01 Open 4 Low Figure 16 FIT Selecting Columns to Display on the Main Menu Page The Position entry on the far left allows you to change the column order of the items appearing in the menu columns on the main menu The columns appear from left to right in the main menu The Enable Column option determines if the field is going to be displayed If it is not displayed it is moved up in position The Maximum Width and Maximum Length options allow you to
31. e Password Update User Into User Tag Update Use Info Figure 13 FIT User Info Tab 5 2 Email Preferences Email notification is a vital feature within FIT and the Email Preferences tab allows you to define your email address and formatting options for configuring email notifications Additionally you can User Profile ES define a second email address if you wish to send additional notifications in a different format This can be useful for a handheld device Please see the section on Email Notifications under Creating and Updating Issues to understand exactly when an email is sent from FIT gt Email Address Lets you specify the email address where all email notification is sent This can include a list of email addresses separated by commas or semi colons gt Plain Text Email Lets you ensure any email notification of an issue is sent as a text only message This alters the product s default functionality which is to send email notification in HTML format gt Disable Latest Change Removes the Latest Change section from the top of email notifications gt Disable Links Removes the direct system links from the top of email notifications These links are used for quick access to the FIT system gt Disable Full Details Removes the main Details section from email notifications V Disable Full History Removes the History section from the top of email notifications gt Send
32. e at http www FitTrackingSolutions com support documentation html for more details The appearance of your Main Menu will differ depending on your profile settings and the customizations which are made by your administrator In addition there are several skin choices which have been released For your convenience the following three sections define the three most popular skin choices and the layout of the screen you are looking at In each case the Logo and color scheme can be customized to match your organization The header section of the page areas 1 3 is visible from every menu within the system making most features immediately accessible For more information about customizing FIT see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Main Menu NA 4 1 1 Black Curve Version 9 Skin The black curve skin was added in Version 9 of the software and makes use of CSS drop down menus which do not rely on javascript or any additional libraries making the display quick and consistent It is available in a number of different default colors and can be further customized by the administrator Or Edit Profile Admin Menu I TT o Main Menu New Case Welcome admin 6 Goa TE Filter ON Individual Foster Closed Cases Hidden 1 3 of 3 Main Menu Options 0 Priority pworthing Peter Worthing Oct 18 2013 10 49 Investigation 1 Emerge
33. e needs of each resident Sep 09 2013 01 35 155 Give residents proper treatment to prevent new bed pressure sores or heal existing bed sores Oct 05 2013 03 34 Figure 35 Report displayed in Print Format 8 2 4 Column Preferences Tab The Column Preferences tab allows you to select the columns corresponding to the details you want to display in the custom report The options are explained further in the Edit Profile section and work similar to the columns in the main menu You are not currently able to order the columns for a specific Reports MEN report unless you first change the columns in the main menu and then use the Copy Main Menu Defaults option which will set the report column ordering Quick Report Summary Report Layout Column Preferences Totals Chart Options Enable Column Child Columns M Case ID M M subject 50 th Cl se M IV Assigned To O h C HI se M Date Last Modified oh iv W Current Stage dh Fui se M M Priority ch CS se M T Date Entered dh C HT sep C T Entered By dh Cui sep T Project dh C H C sep C T Last Modified By d a Figure 36 Report Column Preferences 8 2 5 Totals Tab The Totals tab allows you to pick a numeric field and calculate totals for every selected header You can choose to display the total next to the header see item 1 in screenshot below or at the bottom of the set of rows for that header see item 2 in screenshot below Total
34. er Quick link to clear the current filter Lets you toggle between viewing and hiding Closed issues For more information about Open and Closed issues see Creating and Updating Closed Issues Hidden Issues on page 29 The criteria for hiding issues can be configured by the Visible Toggle Link administrator For more information see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Lets you view a listing of all the issues matching the current filter 4 Issue Menu setting All columns are sortable The date format can be configured to match the date format used within your organization Main Menu Diagram no Title Description Lets you view a summary of the issues Open Closed and Total currently assigned to each FIT user You can create similar summary reports using the reporting feature Current Issue Summary Box Lets you access a variety of customization options which include Customize the ability to edit user preferences and change the columns that display on the Main Menu page This is simply a subset of the Edit Profile menu 6 Main Menu Options Export to MS Project Export current issues to MS Project View All Issues Show all issues with details matching the main filter in one long list may take time to display Add to Dashboard Options allows you to add what you are currently viewing as a component to the main dashboard
35. erful filtering engine that lets you manage issues by sorting through common data sets Filters allow you to narrow down the list of relevant issues which are to be used for the current feature you are using For example use a filter to display only issues logged against a specific project or user Then run a report which outputs data based on that filter The following figure shows the filter drop down that is available at the top of any menu This list consists of all the predefined filters that are available to the user FIT MT Menu New Case Edit Profile Admin Menu tes Wei TS o 1837 1996 1975 specific fields Hidd Recen Create Modify Filter Clear f Investigation Stage Cases January 2013 Closed Cases 1 3 O Tom s 2013 Closed Cases 2012 Closed Cases 2012 Open Issues Edit 19 2013 Closed Cases Assigned to admin Date Last Modified Oct 18 2013 10 49 Make sure that the nursina home area is free of danners that Figure 23 Filter Drop down This list consists of two types of filters system filters and custom filters System filters are defined by the administrator and denoted with an asterisk in the drop down list Common default examples are Assigned to user Shows issues assigned to the user who is logged in to the system Entered by user Shows issues entered by the user who is logged in to the system Open Shows Open issues Custom fi
36. ers To delete a custom filter 1 On the Main Menu page click the Filter link under the Tools tab 2 On the Filter Issues page click Delete beside the User Filter Definitions drop down box after selecting the appropriate filter Filters NN 7 9 Relative Dates Relative Dates allow you to save a filter that uses a date relative to the time that the filter is used rather than using an absolute date Relative Dates Format m D 1 N where mis the multiplier and Dis the displacement Year Month Week Day Hour Minute Second Example 1 Y 13days 44 Min NOTES now today yesterday also work Filters NES 8 0 Reports The report feature lets you define the layout and grouping of fields for the data which is returned by the current filter Custom reports can be created and saved for future use They let you get creative by choosing any fields to appear within the report you generate Priority Current St Oct 22 2013 14 00 1 Emergency Acknowledged Date Last Modified Protect residents from mistreatment neglect and or theft of personal property Sep 08 2013 00 30 Provide activities to meet the needs of each resident Sep 14 2013 13 06 Give each resident care and services to get or keep the highest quality of life possible Sep 02 2013 18 50 Case ID Next Stage Date Last Modified Next Stage Give each resident care and services to get or keep the highest quality of life possible Aug 17
37. for an issue for example emergency or high gt Assign the issue to the appropriate individual within your organization gt Fill in an appropriate description for the issue gt If you do not want to create a new issue navigate to another FIT page without submitting an issue To create an issue 1 On the Main Menu page click the New Issue link 2 On the New Issue page specify issue details in the required fields Figure 21 and Table 5 describe the available fields 3 Click Submit Issue The Current Issue Summary on the Main Menu page displays the issue ID associated with the issue NOTE Your user status administrator normal read only and the administration settings impact your access to the various fields For more information consult your FIT administrator or see the FIT Administrator User Manual available at http www FitTrackingSolutions com support documentation html Creating and Updating Issues EN New Case I Suppress Notificaton Submit Case Cancel 2 Subject Assigned To check Dtko 12039124 Project Projecti zi Status Open Priority 3 Medum Comment DI O B Z y a rose gt A Y x x M b22 40 QARaog Notify List gt Show Users check Dtko 12039124 gustus comma testing testComma2 To upload attachments drag fies here or choose fies _Browse_ No fies selected T Suppress Notification Submit Case Cancel
38. functionality to include a newer charting package which will produce higher quality charts see chart tab in reports section Figure 40 Accessing Charting Feature FIT Main Menu New Case Edit Profile Investigation Stage Cases Filter ON Current Stage Create Modify Report Clear Filter Edit Filter A ARANA A Priority Report Current Stage Report 2 Due In Next 7 days by Assigned To Assigned To Overdue by Assigned To pworthing Peter Worthing C Priority Status Assigned To obs er Drniart Drinrihs Accianad Ta Admin Menu 1 1 of 1 Edit 1837 FIT lets you create charts to visually review data You can output the following types of charts stack pie line bar and column 2D or 3D Custom charts can be saved and let you get creative by choosing any fields to appear within the chart 9 1 Running Saved Charts FIT offers a set of default saved charts that are created on the first installation Additionally the administrator and individual users can create custom charts that can be added to this list To use a saved Chart 1 On the Main Menu page click the Charts link under the Tools tab 2 Choose a preset filter from a System User Chart Definitions drop down box on the top right 3 Click the Run button next to your current choice NOTES If you are missing information about specific issues in your output a filter has likely been set If a filter is active you will
39. iggar Saskatchewan K1Z 115 613 399 6122 1152 Rocky Anchor Trail Summary Assigned To Commission Inactive Investigation Total jsimpson Jon Simpson a o o a pworthing Peter Worthing o o a a rlacasse Robert Lacasse o a o a Total ES 1 a 3 Figure 20 Filter Definition Hide Closed Issues Toggle Link To view closed issues Ensure the Hidden Issues link in the Filter Definition displays Closed Issues Displayed Creating and Updating Issues MEN 6 3 Creating Issues You can create a new issue by navigating to the New Issue page and entering the issue details After you create the issue the assigned user is notified by email This section shows you how to create an issue and outlines a description of the corresponding fields that appear on the New Issue page Note the following when creating issues gt Fields with exclamation points next to them are mandatory You must enter data in these fields in order to create an issue gt While drop down boxes allow you to select preset information it is helpful to provide as much information in the description field as possible for the purpose of reproducing issues gt The initial state of a new issue is Open by default unless configured in a different manner by your administrator gt Subjects appear in the Current Issue Summary on the Main Menu page making it worthwhile to provide a succinct description gt Always set an appropriate priority level
40. iority Current Stage Dashboard 4 0 Main Menu Once you log in to FIT you can view the Main Menu of any track and customize the information that displays on this page 4 1 Viewing the Main Menu After a successful login to FIT the user is presented with either the Dashboard or the Main Menu depending on their user profile settings The Main Menu provides you with an organized list of system information defined by a configurable filter It also provides navigational links that let you move through the system and view data These options also provide access to other FIT menus with extended functionality and the ability to quickly hide Open or Closed issues For information about issues see Creating and Updating Issues on page 29 Please note that if you have normal privileges the Main Menu page appears as outlined in one of the following three figures depending on the skin being used If you have read only privileges you will not have access to the New Issue or Edit Profile menus If you have administrator privileges you have access to the features for normal users plus access to the Bulk Update page and Admin page which are not shown Note The links to all pages are in the Navigation Bar at the top of the page marked 1 in the figures below Your FIT administrator can inform you of your privilege level administrator normal or read only or you can see the FIT Administrator Manual availabl
41. ith a list for running or editing Reports MEN FT Main Menu New Case Edit Profile Investigation Stage Cases Filter ON Current Stage Clear Filter Edit Filter Admin Menu Create Modify Report Create Modify Charts Priority Report Current Stage Report 3 Due In Next 7 days by Assigned To Case ID Assigned To Overdue by Assigned To Edit 1837 pworthing Peter Worthing C Priority Status Assigned To tum es a i a 1 1 of 1 Investic Figure 31 Report Drop down 8 2 Generating Custom Reports You can also create custom reports to access specific summary details of the FIT data Choose the Create Modify Report option from the Report drop down In older skins simply click the Reports link under the Tools tab This gives you the report tabs which work together to define your report Reports are created using the 6 option tabs which make up the report menu under the Save Options User Report Definitions Priority Report L Run Edit Delete Add to Dashboard Reports System Report Definitions Current Stage Report 2z Run Edit Delete Add to Dashboard Save Options Reportiame a Save And Run Advanced Quick Report Summary Report Layout Column Preferences Totals Chart Options Heading 1 Current Stage L Ascending Lal A None El Ascending El BREST none Tel ascending ml A None
42. lect Run No Save or enter a name in the save options and click Save And Run 7 5 Quick Filter Tab The Quick Filter tab is the fastest way to define a simple filter This tab allows you to simply type a string to search for and then select the fields which you would like searched Simply hold down the control key to select multiple fields to search for This tab is also useful for searching drop down fields for strings where the classic filter tab only has a drop down selection Filters N This tab can be used in conjunction with the other tabs Define Filter Quick Filter Sort Options Search For Select specific fields to search in Actual Completion Date Case Senstive I Actual Completion Date Historical And Or And y Actual Hours vs al Actual Hours Historical Assigned To Assigned To Historical Attachments Attachments Historical Bug ID y Run No Save Figure 26 Quick Filter Tab 7 6 Classic Format The Define Filter tab has an alternate format for creating filters which is left for users used to legacy systems It allows you to define a complex filter which searches the system for values in more than one field Each field has a set of controls which allow you to define the search criteria for it If none of the controls are used the field will not be used in the filtering process The controls to the left of the field names consist of an attribute drop down that allows you to
43. lt behaviour of FIT is to send a notification to the user who is currently assigned to the modified issue The one exception to this rule is if the person who is making the changes is actually also the assignee In this case there is no need to send a redundant email about information just entered by the same individual In addition several notify lists can be used to direct notifications Each issue includes a separate Notify List which contains additional email addresses and or users who would like to remain informed as to any changes to a given issue The contents of this list remain intact throughout the life of an issue until they are manually removed Filters can be saved with a Notify List which directs a notification to users any time an issue is saved and matches the associated saved filter Mail Rules can contain notify lists for bug creation when using anonymous email retrieval Workflow Actions have a notify list option if using workflow rules The system keeps track of where to send an issue using the email address associated with that user in their configurable profile This address can actually include multiple addresses if they are separated by a comma or semi colon When a bug is modified the system creates an email notification and directs it to a list which contains the following A All email addresses in the assignee profile B Any addresses in the Notify Lists defined above C Any addresses cont
44. lters are filters that have been created and saved in the past for future use using the Save tab in the Filter menu If you have administrator privileges you can create system wide filters that can be used by all FIT users For information on the creation of system wide filters see the FIT Administrator Manual at http www FitTrackingSolutions com support documentation html 7 1 Using Preset Filters FIT offers a variety of preset filters which can be used to filter common data Additionally the administrators have the option of saving system filters which all users will see To use a preset filter 1 Choose a preset filter from the Filter drop down option 2 The Main Menu list updates automatically to show only issues that match the selected filter Filters MEN NOTE Selecting a preset filter should automatically execute the filter However if javascript is disabled you will also need to click on the arrow to the right of the list For more information contact your FIT administrator 7 2 Filter Definition Once a filter is selected and used the system uses it s filter definition to narrow down the set of relevant issues which are searched through for any features which may be used by the user All results from the system reflect the filter that is active when each operation is performed You will notice a filter definition listed at the top of every menu It gives a quick summary of the filter definition a quick control to
45. name for the custom report in the Chart Name input on the Save Options tab 3 Press the Save and Run button to save the custom filter It is run at the same time Saved charts are available at the top of the Create Modify Chart menu which can be accessed from the second item in the Reports drop down box on the Navigation Bar Save Options Name a Save And Run Figure 43 FIT Saving Custom Chart Charts ss 10 0 Logging Out After completing work within FIT you can log out To log out of FIT On the Main Menu page click the Logout link on the Navigation Bar or Logout under the Actions tab FIT logs you out and the Login page displays NOTE Logging out will remove any password cookies if you are trying to use the save password option from the Login page FIT ISSUETRACK Alcea Internal Server Login Password Remember this password FBT Version 4 0 Figure 44 FIT Login Page After Logging Out Logging Out se Logging Out
46. ncy Subject Give or get dental care for each resident Individual Jerry Foster Biggar Saskatchewan K1Z 115 613 399 6122 1152 Rocky Anchor Trail O Jsimpson Jon Simpson Oct 18 2013 10 49 Commission Subject Make sure that the nursing home area is free of dangers that cause accidents Individual Jerry Foster Biggar Saskatchewan K1Z 1L5 613 399 6122 1152 Rocky Anchor Trail rlacasse Robert Lacasse Oct 18 2013 10 49 Inactive Subject Provide activities to meet the needs of each resident Individual Jerry Foster Biggar Saskatchewan K1Z 115 613 399 6122 1152 Rocky Anchor Trail Assigned To Commission Inactive Investigation Total jsimpson Jon Simpson 6 pworthing Peter Worthing rlacasse Robert Lacasse Total Figure 9 FIT Black Curve Menu style Main Menu MIN Table 1 FIT Black Curve Skin Options Defined Diagram no Title Description Lets you access other FIT menus using the corresponding links Note If you are a FIT administrator you can access the Admin Menu page and Bulk 1 Navigation Menu Items Update page in addition to the pages outlined below For more information see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Main Menu Lets you access the Main Menu page from other menus Lets you access the New Issue page from which you can log a new issue If New Issue you are tracking additional item
47. ng image Reports User Report Definitions Priority Report gt Run Edit Delete Add to Dashboard eS RETE System Report Definitions Current Stage Report 5 i Run Edit Delete Add to Dashboard p cia hat Save Options ReportName Priority Report 3a I System Report Save And Run Advanced Quick Report Summary Report Layout Column Preferences Totals Chart Options Figure 7 Adding reports to the dashboard If the report is configured to show a chart then you will see a report chart toggle option on the dashboard giving you access to both Dashboard ea Figure 8 Report Components in Dashboard IT Dashboard Mozilla Firefox Ele Edit View History Bookmarks Tools Help FIT Dashboard a E Googe KA My Yahoo K Kiji ottawa Gatinea is OVAS For Sale E FIT BugTrack E Google Bookmarks bugserver Personal Dashboard n pi Last Month s Opened Cases Risk Assessment DEE 1 50 525 gt gt gt Allegation Case ID Priority 933 Other Union Member 2012 6 Change Request Case of the missing cookie Almost Certain 924 Services Denial Of S 2011 Potential Complaint Racism absolutely 927 Denial Of Residentia 1437 Acknowledged Give each resident care and services to get or ke Likely 935 Services Policy Or P 1935 Acknowledged 5 Very Low Give professional services that meet a professioni 933 Other Union Member 113 Open E Make sure that each resident who enter
48. olor coding attributes used to format the Disable Color Coding man eni Allows the user to hide the summary box on the bottom of the main Disable Menu Summary menu page Allows the user to hide the time summary box on the bottom of the Disable Time Summary main menu page Allows users to show all issues in one list in the main menu default size is 100 Warning this can slow down your system if it has a large number of issues in it Generally you should keep this below 100 Disable Main Menu Grouping Set Main Menu Grouping Size Allows users to control the grouping size in the main menu Time Zone Adjustment Adjust all dates to a specific time zone Language Allows user to default to another language Default Filter Allows user to control the default filter that is set when they log in Allows user to immediately display a saved report when they first Show report after login p 3 login 5 4 Column Preferences You can select the columns that you want to display on the Main Menu page as outlined in Figure 16 using the Column Preferences tab on the Edit Profile menu The columns you select correspond to the fields shown in the Current Issue Summary on the Main Menu page These fields are also used as the default setting for any reports you generate For more information about reports see Reports on page 46 To select the columns to display 1 On the Main Menu navigation bar click th
49. option from Main Menu Options drop down The Edit Profile link is found as an Action on the main menu navigation bar 2 Specify the appropriate user preferences tab 3 Click the associated Update button Main Menu ES 5 0 User Profile The Edit Profile menu lets you customize user options These options are divided up into 4 tabs User Info Email Preferences User Preferences and Column Preferences 5 1 User Info The User Info tab is mainly used to change the password you use to access FIT Depending on the format of your userid you may also choose to create a User Tag This tag is displayed in brackets wherever your userid is shown in our system This can help identify your userid to other users in the system Please note that your FIT administrator is initially responsible for setting up these options For more information contact your FIT administrator or see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html To change your password On the Main Menu page click the Edit Profile link on the main menu navigation bar On the Edit Profile page locate the User Info tab Type a new password in the Enter New Password box Retype the password in the Confirm New Password box Click Update Password n Aa LU N Profile for normal Weer info Email Preferences User Preferences Colame Preferences Update Password normal Enter Now Password Cantera Mew Password Lipdat
50. ort helpDesk html Email support FitTrackingSolutions com 1 4 About Alcea Technologies Inc Established by IT professionals for IT professionals Alcea Technologies Inc has been providing premium information technology solutions since 1997 Our flagship product FIT is a market leader in issue management and tracking software Quick to install easy to use and simple to customize FIT includes a support package that is unprecedented in Introducing FIT a the industry FIT incorporates the use of templates that tailor to a specific tracking need and can be carefully configured to meet the exact needs of any organization Alcea s corporate mandate is to continue offering world class IT products and services to our global customers which include public and private organizations government departments and fortune 500 companies For more information about Alcea Technologies Inc visit www alceatech com For more information about FIT visit www FitTrackingSolutions com Introducing FIT EEN 2 0 Logging In to FIT Once the main FIT server is installed and started on an accessible machine server users are then able to connect with a browser and log in For information about installing and starting FIT see the F T Administrator Manual available at http www FitTrackingSolutions com support documentation html To log in to FIT 1 On the Login page type your login name in the Login box 2 Type your password in the Passwor
51. otte Mar 05 2012 17 25 Waiting 3 Add calendar to dashboard istrati Figure 3 Adding Dashboard Components 3 1 Configuring Components Once a component is added to the dashboard a set of control icons will appear in the top right of the component These controls allow you to configure y the component minimize it or remove it entirely X The configuration icon dy will open a set of configuration options which will allow you to configure the title of the component in addition to other settings that are relevant to the component type 3 1 1 List Component The List component is the most common dashboard component It shows a minimized list of issues matching a particular filter and is essentially a scaled down main menu listing Title The title of the component Items The maximum number of rows items which will show in the component Columns The columns which appear in the list component Make sure to hold the shift key down when selecting components as you may not see all that are selected There is limited space in the dashboard so you will need to experiment with this option and choose only the necessary fields Dashboard a Bug List Open High Importance Bugs gt Configure Columns Selected Columns Bug ID Assigned To Elapsed Time Bug ID Rank Date Last Modified Entered By Priority Date Entered Status Last Modified By Subject Date Last Modified Fi Remove De
52. ows you to add what you are currently viewing as a component to the main dashboard 4 2 Customizing the Main Menu Page From the Main Menu options drop down you can access customization options for the main menu Switch Track Dashboard Main Menu New Case Admin Menu Welcome admin i E Session Options Recent Activity Filter ON Search For 1837 1996 1975 specific fields Clear Filter Edit Filter Closed Cases Hidden L t 1 3 of 3 Main Menu Options Gua jsimpson Jon Simpson Oct 18 2013 10 49 Commission Subject Make sure that the nursing home area is free of dangers that cause accidents x pl Project Individual Jerry Foster Biggar Saskatchewan K1Z 1L5 613 399 6122 1152 Rocky Anchor Trail enni Add Case list to dashboard Edit 1975 riacasse Robert Lacasse Oct 18 2013 10 49 Inactive Add summary to dashboard Subject Provide activities to meet the needs of each resident Add calendar to dashboard Tnvefbaichaal lorry Factor Rinnar Sackatehowan K17 115 6111 2300 81271 1152 Rocky Anchor Trail Figure 12 FIT Accessing Customization Options 4 2 1 Editing User Preferences You can customize all user preferences through the Edit Profile feature In addition there is a customize main menu option in the main menu options which wilfigkeeyOu right to column preferences To edit user preferences 1 On the Main Menu click the Edit Profile link or choose applicable
53. rogresses to the Ready for Retest state and then on to the Closed state Closed issues are then hidden by default in the system If the issue is not tested successfully it is rejected and or sent back to the Open state to start the process again An issue can enter the Deferred state at any time and remains in that state until you are ready to address it Rejected Ready for Retest Figure 18 Bug Tracking Scenario Real Life Scenario Bug Tracking 1 A product issue is raised by a tester e The tester uses FIT to describe the issue including the environment product revision and instructions to reproduce the issue if possible The tester assigns the issue to a project manager The issue is marked as Open and the history trail begins 2 The project manager is notified that a new product issue is entered in FIT e The project manager identifies a developer to fix the product issue and reassigns the product issue to the developer 3 The developer reproduces the issue using the information provided by the users who directed the developer to the issue e The developer reproduces the issue using the information provided The developer fixes the product issue and changes the state to Ready for Retest The developer passes the fixed product issue back to the testing department for validation 4 The tester is notified of the product issue reassignment and tests the newest fix to the product to see if the fix works If the fi
54. s from another integrated system there can be more New ItemX menus here Lets you access the Edit Profile page from which you can change your Edit Profile current user profile This includes password user tag user preferences and default column settings Lets you access the Filters page from which you can create and edit filters to Filters help sort data Reports Lets you access the Reports page from which you can generate quick P preset or custom reports The search field is a full text search field of all issues within the system Search E f allowing users to quickly find a particular issue or related issues Goto ieee Optional Search Drop down Item Lets you automatically navigate to a specific item using the ID A gear drop down provides the following additional options Change Language if enabled Gear Options Edit Profile Logout 2 Change Display Switch Track If you have integrated multiple tracks you can use this drop down to switch between them and view other data sets that are also being tracked Dashboard A set of useful components that you can customize Explained further in the dashboard section of this manual 3 Filter Definition Summary Defines the active filter used to narrow down the issue data set Edit Filter Link to quickly edit the current filter Clear Filter Link to clear the current filter Lets you toggle between viewing and hiding Clo
55. s the nurs ne Possible My Risk Assessment Unlikely b sof 10 gt gt gt RiskID Sub Date Last Modified Status impact P Rare War Nov 10 2011 10 58 Open E z Recession Nov 132011 10 41 Open nt EI pain Flood Nov 122011 10 04 Open Fre Nov 15 2011 09 48 Open Earthquake tite Sep 12 2013 08 16 Open CINI Case Assignments Assigned To Status Assigned To Current Stage Stack Distribution o 500 100 macknowedged mM Waiting admin ET Assigned 1 commission ID Inactive Open Potential Complaint Rejected Show Report 2013 Closed Cases se ID Current Stage Priority Subject This Month s Opened Cases Ca 10 of 88 gt gt gt 5 ase ID Current Stage Priority 4 cal Provide activities to meet the needs of each resident Assigned Make sure that the nursing home area is free of dangers that cl Waiting Give residents proper treatment to prevent new bed pressure Assigned Give residents proper treatment to prevent new bed pressure Rejected Give residents proper treatment to prevent new bed pressure Rejected Make sure that the nursing home area is free of dangers that cl Acknowledged Harsh Treatment by superior Acknowledged Make sure that the nursing home area is free of dangers that Acknowledged Make sure that the nursing home area is free of dangers that cl 1 Emergency Give or get dental care for each resident Last Month s Closed Cases 25 of 150 gt gt gt CaselD Pr
56. search general terms such as Empty or Non Empty values for the given field On the right of the field name there are controls for selecting value constraints or entering a text string to search on depending on the field type This tab can be used in conjunction with the other tabs Filters MEN Define Filter Quick Filter Sort Options Run Fiter Change to Build Format tum EA mo El E Caf CIO CUE CE EA COME E m AND a gt Entered By ahealy 4 Developers E Caroline credekopp Master List Gustus Current Group dev Ej Ie Date Entered f y Gi Sl x Last Modified By 0 ahealy 2 Developers a Caroline credekopp ZI Master List Gustus Current Group dev Y pe y Date Last Modified jf AND y y Subject x Assigned To 9 ahealy Developers I Caroline credekopp Master List Gustus Current Group dev E Sa ct MA a Figure 27 Classic Filter Format 7 7 Saving Custom Filters You can save any of the custom filters you create For more information about creating a custom filter see the previous section To save a custom filter 1 Definea custom filter using the tabs in the filter menus 2 Typeaname for the custom filter in the Save As box on the Save Options tab 3 Press the Save and Run button to save the custom filter It is run at the same time Saved filters appear in the Filter drop down box on
57. sed issues For more information about Open and Closed issues see Creating and Updating Closed Issues Hidden Issues on page 29 The criteria for hiding issues can be configured by the Visible Toggle Link administrator For more information see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Lets you view a listing of all the issues matching the current filter 4 Issue Menu setting All columns are sortable The date format can be configured to match the date format used within your organization Main Menu as Diagram no Title Description Lets you view a summary of the issues Open Closed and Total currently assigned to each FIT user You can create similar summary reports using the reporting feature Current Issue Summary Box Lets you access a variety of customization options which include Customize the ability to edit user preferences and change the columns that display on the Main Menu page This is simply a subset of the Edit Profile menu 6 Main Menu Options Export to MS Project Export current issues to MS Project View All Issues Show all issues with details matching the main filter in one long list may take time to display Add to Dashboard Options allows you to add what you are currently viewing as a component to the main dashboard Main Menu 6 4 1 2 Drop down Version 8 Menu Style
58. tails Save Cancel Assigned Bug ID Date Last Modified Priority Status Subject Dec 17 2006 22 53 Open Date Format fields Figure 4 Configurable Dashboard List Component Filter The component filter is defined when the component is added to the dashboard and can not be modified Object Type The dashboard component type Track The track context which this component pertains to 3 1 2 Calendar Component A calendar highlights any days with issues matching the component date field When a date is selected a list of issues matching that date or close to that date is given Title The title of the component Date Field The date field that is used by the calendar A list of issues with relevant values for this field will be listed under the calendar Also the calendar will highlight days which have any issues which match that date Max Events the maximum number of events that will show in the details below the calendar Dashboard HON Bug Recently Entered gt Configure Title Bug Recently Entered Date Field Date Entered Max Events 6 gt Details Save Cancel lt lt October 2013 gt gt S M T W T F s 22 23 24 25 26 27 28 30 1 2 3 4 BS 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Rod 21 22 24 25 26 27 28 29 30 31 Tue 10 15 No Bugs on October 15 October 201 Wed 10 16 4410 User limits exceeded warning 4411 Email Issue Details bug s Agi Thu 10 17 4412 priority default bug e
59. then used to construct pie bar and stacked bar charts for your report Priority Pare to Distribution Priority Current Stage Stack o 5 10 15 20 25 30 35 40 45 50 Distribution BCE BRE MELO Priority Pie Distribution 3 Medium 1 Emergency 5 Very Low i 4 Low o 25 50 75 100 2 Hib Percent 3 Medium 48 Emergency 38 Very Low 34 Low 31 2 2 High 20 Priority Report Priority Current Stage Oct 22 2013 14 00 1 Emergency Acknowledged Subject Protect residents from mistreatment neglect and or theft of personal property Provide activities to meet the needs of each resident Give each resident care and services to get or keep the highest quality of life possible Subject Subject Give each resident care and services to get or keep the highest quality of life possible Provide activities to meet the needs of each resident Make sure that residents who cannot care for themselves receive help with eating drinking grooming and hygiene Provide activities to meet the needs of each resident Date Last Modified Next Stage Sep 08 2013 00 30 Sep 14 2013 13 06 Sep 02 2013 18 50 Next Stage Date Last Modified Aug 06 2013 13 43 Sep 23 2013 20 44 Jul 26 2013 22 31 Sep 09 2013 01 35 Next Stage Oct 05 2013 03 34 Give residents proper treatment to prevent new bed pressure sores or heal existing bed sores Figure 3
60. tten consent of Alcea Technologies Inc 1 0 Introducing FIT FIT is an innovative and easy to use issue management solution providing you with the tools to track issues coordinate projects and effortlessly manage the change process within your organization This publication provides you with an overview of FIT s capabilities and also provides you with detailed steps for conducting typical tasks performed with this software A second publication the FIT Administrator Manual is also available The administrator manual provides FIT administrators with technical setup steps and configuration options For more information see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html 1 1 What s New Our latest free product upgrades are available at http www FitTrackingSolutions com support upgrades html Details about new and upcoming product releases are also available at http www FitTrackingSolutions com support upgrades html 1 2 Additional Documentation Additional documentation including the administrator manual Web Help product FAQs and troubleshooting tips is available at http www FitTrackingSolutions com support documentation html 1 3 Accessing Customer Support You can contact us at the following numbers and email address Telephone 1 613 563 9595 Toll free 1 877 321 4463 Fax 1 613 563 9494 HelpDesk http www FitTrackingSolutions com supp
61. ue Id column will take you to a View Edit Menu Please also note that if you click in any other column you will be presented with a Quick View feature which lets you view details without moving to the next menu Escape or the close icon will hide the quick view window so that you can keep scrolling through your issues To update an issue 1 On the Main Menu page navigate to the Current Issue Summary 2 On the Current Issue List navigate to the issue you want to edit 3 Click Edit within the issue description The issue details display 4 Update the issue and click Save Creating and Updating Issues NN Main Menu New Task Bulk Update Admin Menu Edit Profile Filters Reports Charts Logout Help Switch Track Filters Search co Go To Task Entered by pworthing Filter ON Entered By pworthing Clear Filter Closed Tasks Hidden 1 10 of 10 UST Subject Date Last Modified Status bad FAQ instructions for moveSystem simpson Mar 10 2008 15 10 Open Language strings jclapham Oct 22 2007 20 37 Open 3 Medium test spec ideas simpson Nov 30 2007 09 58 Open 4 Low Microsoft CRM Mar 03 2008 21 47 Open new line missing simpson Nov 30 2007 09 58 Open 4 Low invoicing changes simpson May 07 2007 15 43 Finished To Be Reviewed 3 Medium Merging Field Admin Menus jsimpson Jan 03 2008
62. ummary Defines the active filter used to narrow down the issue data set Clear Filter Quick link to clear the current filter Lets you toggle between viewing and hiding Closed issues For more information about Open and Closed issues see Creating and Updating Closed Issues Hidden Issues on page 29 The criteria for hiding issues can be configured by the Visible Toggle Link administrator For more information see the FIT Administrator Manual available at http www FitTrackingSolutions com support documentation html Lets you view a listing of all the issues matching the current filter 4 Issue Menu setting All columns are sortable The date format can be configured to match the date format used within your organization Main Menu E Diagram no Title Description Lets you view a summary of the issues Open Closed and Total currently assigned to each FIT user You can create similar summary reports using the reporting feature Current Issue Summary Box Lets you access a variety of customization options which include Customize the ability to edit user preferences and change the columns that display on the Main Menu page This is simply a subset of the Edit Profile menu 6 Main Menu Options Export to MS Project Export current issues to MS Project View All Issues Show all issues with details matching the main filter in one long list may take time to display Add to Dashboard Options all
63. useful components that you can customize Lets you access the New Issue page from which you can log a new issue If New Issue you are tracking additional items from another integrated system there can be more New ItemX menus here Lets you access the Edit Profile page from which you can change your Edit Profile current user profile This includes password user tag user preferences and default column settings Lets you access the Filters page from which you can create and edit filters to Filters help sort data Reports Lets you access the Reports page from which you can generate quick P preset or custom reports Charts Lets you access the Charts page from which you can generate quick preset or custom charts Logout Lets you log out of FIT 2 Filters and Search Bar Switch Track If you have integrated multiple systems you can use this drop down to switch between systems Lets you select filters Filters let you specify criteria in order to view only Filters issues that possess similar characteristics For example you can create a filter to view only software issues for a project you specify The search field is a full text search field of all issues within the system Search allowing users to quickly find a particular issue or related issues Goto Issue Lets you automatically navigate to a specific item using the ID 3 Filter Definition Summary Defines the active filter used to narrow down the issue data set Clear Filt
64. x works the tester changes the product issue status to Closed If the fix doesn t work the tester marks it as Rejected A Rejected product issue is reassigned back to the developer who must attempt to fix it again NOTE Throughout this process the exact status and history of the issue is available to all FIT users This information can also be used to generate reports There is also a full history trail and accountability record as illustrated in Figure 19 Figure 19 represents an actual email notification format that is passed to each individual as they are assigned the issue in sequence Creating and Updating Issues HN View Bug Edit Bug View All Headers Bug Id Entered By Last Modified By 219 Elapsed Time jmorley Date Entered simpson Date Modified 2 day s May 09 2004 16 09 May 12 2004 11 02 Subject Assigned To Status ChrisField Notify List R eview SOAP Section of Manual morley Project Op en Priority Item1 F BT4 0 3 Medium cjustus pworthing A ttachments May 09 2004 16 09 EBT_Admin_Manual pdf Save lt a gt 4443K jmorley o Old Assigned To simpson Entered By jmorley Status Open Date Entered Sun May 09 16 09 31 EDT 2004 Hi Jon Implementing Pete s edits and he would like you to revi ew the SOAP section of the attached manual last chapter and provide feedb ack to me He sai
65. you to edit a variety of user preferences as detailed in Figure 15 and Table 4 To edit user preferences 1 On the Main Menu page click the Edit Profile link 2 Specify the appropriate user preferences in the User Preferences tab 3 Click Update User Preferences Bserisfo Email Preferences Display Bug details meras first Show report a er login User Prelerencea Nome Coma Preferences History Type Traceback Font size for the Bug table 100 mm Disable Colour Coding Disable menu summary Disable time summary 7 Disable main menu grouping Sat main manu grouping size 100 Time zone adpistment Ex Language Eng Default Fitter Nore Update User Preferences Figure 15 FIT Edit User Preferences Table 4 FIT User Preferences List Preference Lets you Display Issue Details Newest First Displays the newest history entry fields first in the bug descriptions The default setting is to display the entries in chronological order but this can require a lot of scrolling if there are a lot of entries Controls the default history type that is used in the history section History Type eae i Story yP when viewing issue details Determines how large to display the information about bugs A Font Size smaller font size can allow you to see more bugs or fields on the screen at once User Profile MES Preference Lets you This options disables the c

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