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Scenario
Suppose you want to track the hours spent on Help Desk enquiries within a quarter
Setup
- Create a Support Tracker Project – Helpdesk Support Hours Tracker (HSHT)
- Go to the Support Tracker Mapping to edit the mapping for HSHT and set:
- Reference Number: Hours
- This is assuming that the number of hours spent on Help Desk enquiries is recorded in the JIRA number field "Hours"
- Reference Date: Created Date
- Optional: you can leave the rest of the settings as it is
- Reference Number: Hours
- Save the mapping configuration
- Create HSHT issue with the following settings for each quarter:
- 1st quarter
- Summary – Helpdesk hours for Q1 2016
- ST: Linked Project(s) – List of the Help Desk projects to be tracked (e.g. Technical Helpdesk, Support Helpdesk)
- ST: Contract Start Date – 1/Jan/16
- ST: Contract End Date – 31/Mar/16
- ST: Total Credit – 512 (average 8 hour per day)
- 2nd quarter
- Summary – Helpdesk hours for Q2 2016
- ST: Linked Project(s) – List of the Help Desk projects to be tracked (e.g. Technical Helpdesk, Support Helpdesk)
- ST: Contract Start Date – 1/Apr/16
- ST: Contract End Date – 30/Jun/16
- ST: Total Credit – 520 (average 8 hours per day)
- Repeat the issue creation for the 3rd and 4th quarter of the year
- 1st quarter
- View the Support Tracker Report from the Helpdesk project itself (e.g. Support Helpdesk)
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Scenario
Suppose you want to track the number of webpages/design collaterals delivered within your project timeline
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Within the JIRA project WDCA, some of the issues will record the number of webpages/design collaterals delivered to your customer in the Number field called "Deliverables" and the Date field called "Date Delivered" when your team transit the issue to "Send to Customer" status
You only wish to track the total number of Deliverables not rejected by the customer; if the customer rejects the design, the issue will transit to "Rejected" status with the issue's resolution set to "Rejected"
You hope to get notified when the number of deliverables hits 90% of the estimated deliverables so that you can feedback to your customer for extension to your project timeline
You also wish to get notified and stop your project team from continuing if the number of deliverables exceeds the estimated 100 designs
Setup
- Create a Support Tracker Project – Deliverable Tracker (DT)
- Go to the Support Tracker Mapping to edit the mapping for DT and set:
- Reference Number: Deliverables
- Reference Date: Date Delivered
- Warning Level: 90
- JQL Query: "resolution != Rejected"
- Optional: you can leave the rest of the settings as it is
- Save the mapping configuration
- Create the DT issue with the following:
- Summary – WDCA Deliverables
- ST: Linked Project(s) – WDCA
- ST: Contract Start Date – 18/Apr/16
- ST: Contract End Date – 3/Jun/16
- ST: Total Credit – 100
- View the Support Tracker Report from the WDCA project itself
- Edit the workflow for the project WDCA (ensure the workflow is not shared with other projects)
- Add Support Tracker workflow validator for the transition to "Send to Customer" status
- Set the validator to:
- Support Tracker Project: WDCA
- Validation Response for Warning: Continue transition and comment on Support Tracker issue
- Validation Response for Exceed: Stop transition and comment on Support Tracker issue
- Include current issue?: Include
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Scenario
Suppose you want to track the total number of man days utilised for Change Requests within a fiscal year
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You hope to get notified when the number of change request exceeds 480 (96%) so that you can make provisions to increment the total number of man days allowed and justify for the change if required
Setup
- Create a Support Tracker Project – CR Tracker (CRT)
- Go to the Support Tracker Mapping to edit the mapping for CRT and set:
- Reference Number: Days
- Reference Date: Approval Date
- Warning Level: 96
- Notification Level: Warning
- Notification Frequency: Daily
- Optional: you can leave the rest of the settings as it is
- Save the mapping configuration
- Create the CRT issue with the following:
- Summary – CR Man Days for FY 2016
- ST: Linked Project(s) – select all your projects (e.g. Team A, Team B, Team C)
- ST: Contract Start Date – 1/Jan/16
- ST: Contract End Date – 31/Dec/16
- ST: Total Credit – 500
- View the Support Tracker Report from each project, e.g. Team E, Team H
- Edit the workflow for your Change Request issue type (e.g. Change Request Workflow)
- Add Support Tracker workflow validator for the transition to "Approved" status
- Set the validator to:
- Support Tracker Project: CRT
- Validation Response for Warning: None
- Validation Response for Exceed: Stop transition and comment on Support Tracker issue
- Include current issue?: Include
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