This document outlines Best Practices in using Integration X Jira system for issue tracking.
Overview
Jira usage
Integration X’s Jira is a tool to facilitate communication around issues relating to ADPOINT and PLANPOINT systems.
Our customers have access to Jira to track issues that are relevant to their system. These can be individual issues that apply to our customers specific installation or issues that are general to all ADPOINT and PLANPOINT systems.
What belongs in Jira
Issues in Jira are used to manage all communications in relation to configuration- and development tasks requested through a specific change request or development agreement.
Support cases do not belong in Jira.
Instead support cases should be handled in accordance with the support procedure described in our customers Service Level Agreements. Here you will find the procedure to report critical and non-critical support tickets.
User documentation
As mentioned, Jira is intended for issue tracking. Support cases are handled according to the above. Please note that general user documentation for Integration X solutions is available here:
https://integration-x.atlassian.net/wiki/spaces/UD
How Jira works
Jira keeps track of all details needed to describe and solve a ticket.
But more correctly, tickets are called Issues in Jira.
From the moment an issue is created it gets a status to reflect its current stage. When something happens, the status updates to reflect the latest action.
The stages reflected by the status spans from “Open” to “Closed”. Any stage in between is where the action takes place. For an overview of statuses, please see the explanation of statuses below.
Issues are assigned to one or more agents depending on the nature and agents as well as the creator receives email updates (may be suppressed) whenever a ticket changes status.
Jira users can access filtered dashboards to track issue progress.
Using Jira
Logging in
URL: https://integration-x.atlassian.net
Username: Enter the username assigned to you or your team.
Password: Enter the corresponding password.
Default dashboard
By default, the opening screen will be a dashboard showing all open issues, issues that require input and issues that have recently been updated.
Issues can be opened simply by clicking on the issue key or the summary. The ··· menu to the right of the issue may also have other options relevant to the current status of the issue
Finding an issue
To quickly find an Issue, use the search box in the upper right-hand corner of the screen.
Here, simply type the Issue number (you do not need to enter preceding letters). If you don’t know the Issue number, just write a key-word from the Issue. A list of found Issues will be displayed.
Filters
It is also possible to use filters to find Issues. There are some default filters in Jira and you can create your own.
From the Filters menu, select one of the recent filters or try the Advanced issue search to set up complex filters. Filters can be saved for later use.
Creating a new issue
To create a new issue click the CREATE button in the top menu.
Unless otherwise agreed, all information should be entered in English.
Fields
The following field description cover all fields, regardless of where they appear in Jira.
Description of default fields
Field name | Description |
|---|---|
Project | Select the product to which you want the Issue to apply:
|
Issue type | Select the type that is closest to the purpose of the Issue:
|
Status | By default this should be set to Open when creating a new Issue |
Components | Not used |
Priority | Indicate the priority of the Issue. Please remember that support issues should be reported in handled in accordance with the support procedure described in our customers Service Level Agreements. Here you will find the procedure to report critical and non-critical support issues. |
IX Prio | Integration X’s internal priority. |
Summary | Write a summary of the Issue. Please make it short, descriptive and distinguishable from other issues. For issues of the type “invoiceable tasks” it is not possible to edit the Summary field. If you want to change the content of the field, please get in touch with Integration X project or sales teams. |
Description | Enter a detailed description of the issue here. Please be as precise as possible and consider adding references to examples that can be tracked by the Integration X support teams. For issues of the type “invoiceable tasks” it is not possible to edit the Description field. If you want to change the content of the field, please get in touch with Integration X project or sales teams. |
CREATE | Creates the current issue. |
Please note some fields may not be available or have different appearance or different selectable options according to individual agreement.
Other fields
Most of these fields cannot be edited. They are merely available for information and filtering purposes.
Field name | Description |
|---|---|
Assignee | The Integration X agent(s) assigned to the Issue. |
Group share | The group that can view and edit the Issue. |
Labels | Integration X may from time to time add new labels in order to tag individual Issues to create virtual groups. |
Time tracking | A summary of the time spend on an Issue - typically used for Issue that are billable. |
Due date | The date for which a solution is expected to be available. |
Adding comments
When an issue is being worked on, it is possible to add comments. Comments are similar to the Description field in terms of options for formatting, adding attachments etc. When a comment is entered, it can be modified only by the user who entered it.
Comments are visible to the user who created it, to any other user in the same group (group share) and to members of the Integration X staff.
Comments are by default listed in chronological order.
Issue workflow
Explanation of statuses
Below find an explanation of the most important statuses.
Status | Next action expected by | Description |
|---|---|---|
Open | CUSTOMER INTEGRATION X | The Issue is open for modifications. |
In progress | INTEGRATION X | The Issue is being worked on. |
Resolved | INTEGRATION X | The Issue is resolved, but not closed. It will be closed by Integration X. |
Reopened | CUSTOMER INTEGRATION X | The Issue was resolved, but reopened by Integration X. |
Awaiting approval | CUSTOMER | The issue is awaiting approval by the customer. |
Closed | - | The Issue is closed. Not further changes can be made. |
Approved | INTEGRATION X | The solution to the Issue is approved by customer. |
Pending | INTEGRATION X | The Issue is pending - likely waiting for more information or internal review. |
Rejected | INTEGRATION X | The Issue is rejected by Integration X. A work-around is typically indicated. |
Awaiting customer input | CUSTOMER | The Issue is waiting for the customer to provide input. |
Customer input provided | INTEGRATION X | The customer has provided input. Now waiting on Integration X to continue. |
Changing statuses
As an Issue appears in a certain status, there will be actions to progress. These actions vary depending on the actual status.
To change the status, click the Status button and select one of the options available.