User Guide Contents
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3. Using BugAware
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3.1
Login
Open your internet web browser and navigate to your Companie's
BugAware Intranet page.
Enter your email address and password and click the Login
button.
Once you have logged into BugAware you will only need to login
again if you logout of BugAware. BugAware uses cookies to remember
who you are, so you will be automatically logged in the next time
you visit the BugAware home page.
3.2 Tasks
a. Creating Tasks
Click on the [New Task] menu option. Read the inline instructions
carefully and follow the steps to create a new task. When a system
or component is selected, the screen is refreshed with the versions
and any custom fields that are associated. The version list is
sorted and based on the versions of existing tasks in the database.
The custom fields are displayed dynamically in the order
defined in the System Administration screen against the selected
system or component that the task is being created under.
If you wish to
attach files to a task, click on the save and edit button to save
the task, then add the file attachments from the edit task
screen.
b. Editing Tasks
The Edit Task screen allows you to update the details of a given
task. You can modify the "task urgency" if you created the
task, status if you are the task owner, add stakeholders, reassign
the task, and add to or view the attached discussion thread. Users
can attach files by clicking on the Add button under File
Attachments. Tasks can also be copied from the task edit screen,
the "Clone Task" button prepopulates the New Task screen with the
current task details.
Task owners can record their time spent in
the effort column. The time recorded can be reported on and
even totaled in the reporting system. The Effort column is an
optional field and can be disabled by editing the default fields
against a given system or component.
Tasks can also be linked to
other tasks by simply typing in the task number and adding it as a
related link.
Administrators are be able to unlock and edit fields
against any task in the system by clicking on the padlock icon in
the top right hand corner of the task edit screen. The padlock
feature is only available to users with administration
privileges.
c. My Tasks
The tasks in our Bug Tracking Software can be displayed in two main views. My Tasks
displays the tasks assigned to you, and Assigned Tasks displays the tasks
you have created or those in which you are a stakeholder. Tasks can be sorted by clicking on the headings
above each column. The sort order alternates between
ascending to descending each time you click on the column heading.
Clicking on the Default Sort label resets the sort order
to the system default, which is most critical, most recent
tasks.
To edit or view the details of a task, click on the name of the
task in the Issue column. You can view the details of the users
related to the task by hovering over the name of that user. Click
on the user name to send an email to that user. If you are a
stakeholder of a task, the status list box is disabled.
Stakeholders can only contribute to the discussion thread of a
task.
#: The unique task identifier.
Issue: Name of the task and a hyperlink to the task
detail.
Status: Current status of the task. The task status can be
quickly changed from this screen by selecting the status from the
drop down list.
Type: The system, component, type and time the task was
created.
From: The user who created the task.
For: The user responsible for the task. The For column is
only displayed when searching tasks, or viewing tasks in the Team
Task view.
d. Task
Search
The task search screen gives users the option to display task
results based on several search criteria.
Users with the search all tasks flag set on their user record can
search across the entire database. For users without that
option selected, Task Search allows them to search through tasks
allocated to their 'team'. That is, any task that is assigned to
any other user sharing the same Manager. Users can also search
on any task assigned to a system that they
are the 'owner' of and tasks that belong to any Knowledge
Base system. To display your current search click on the search
radio button. To view and modify your Search attributes, click on
the [Search Tasks] hyperlink.
The task search screen allows you to search on
each attribute of a task including any custom fields defined for
the systems or components of a task. To multi select items in the
drop down lists, simply hold down the Ctrl key when selecting
items.
Users are treated as stakeholders for any task that they do
not have direct control over. For example a task assigned to a team
member from another team. Users can view and add comments
to these types of tasks, but cannot alter any other
attributes.
The bug tracking software search screen is tightly integrated with the reporting
system. Reports are simply just a render of the current list of
tasks displayed. By saving your search parameters, you can easily
generate any dynamic report that you wish by simply executing the
search, and clicking on the report radio button.
To save a search, simply enter a seach name into the Save Search
text field. Saved searches can be quickly loaded at any time by
selecting the search from the drop down list located at the top
left of the screen. You can delete a saved search by clicking on
the [Remove] link in the search screen.
You can also determine the order in which your search results are
displayed by choosing an option from the Sort by and Sort order
drop down lists. These options represent the same sorting achieved
by clicking on the column headers in task screen.
e. Team Tasks
Team tasks are available to users with the role of Manager. The
functionality of this screen is identical to My Tasks but displays
the tasks of the Manager's team members. Users associated with the
a Manager are separated by a line in the Team tasks screen. Team
Managers can also change the attributes of a task such as
status and urgency that are normally only modifiable by the task
owner/creator.
f. Task History
When a task's status is "closed" it is archived and stored in the
Task History. Tasks in this screen will only have a status of
closed, or a status with the TC (treat as closed) flag set. Task
scan be reopened or deleted from this screen. Tasks can only be
permanently deleted by changing the status to Delete from within
the Task History view. Files associated with a deleted task will
also be deleted from the data directory.
g. Sorting Tasks
The task column headings sort the tasks as follows:
My Tasks: urgency, timestamp
Assigned Tasks: first name, urgency, timestamp
Issue: task name
Status: status, timestamp
Type: system, type, timestamp
From/For: first name, urgency, timestamp
3.3 Generating
Reports
To display a report in a printable format simply click on the
Create Report button located above your task list. You can view
both the data and the statistics of your current task view and
toggle whether you want the report displayed in a tabulated grid.
Saved searches can also be loaded directly into the Report view by
selecting the saved search from the Load Search dropdown.
BugAware Reports are customizable. By Choosing the Customize radio
button, you can configure which columns are displayed,
define the label for that column, whether you want the result
in bold and whether or not statistics are generated. The
Effort and custom fields columns also have the option of being
totaled in the report. If the report is sorted by User, the totals
will be calcuated per user. You can associate the report
customization at the system level or with any existing saved
search.
Report data can be exported to a CSV file by clicking on the Export
button. You can then use this file in a spreadsheet software
package. Reports can be also be printed. By clicking on the Print
button the report will be rendered without a header making it
suitable to print.
System Administrators can quickly load the tasks for a given user,
or display the team associated with a manager by selecting the user
from a list box rendered at the top of the screen. Team managers
also have this functionality, restricted to their team members
only.
3.4 Account
Users can modify their own user Account record. The interface is
the same as the System Administration Manage User screen except for
a few differences. A user cannot change their role or manager,
and a password confirmation security feature is included,
forcing a user to verify their password when changing it.
Task Display: Your default display can show My Tasks, which are tasks assigned to you,
Assigned Tasks which are tasks assigned to others in which you are a creator/stakeholder, or both side by side.
Team Display: Same as Task Display, for your Team View
Default Search: You can select a saved search to run by default as your My Tasks display.
Saved Search Output: You can specify whether searches authomatically generate a report when run.
Default Report Output: You can specify whether reports include statistics by default.
Default to Support Queue: You can specify whether you want to display the support queue when clicking on My Tasks by default.
Site Index: You can specify whether the side navigation is displayed.
Receive BugAware Alerts: You can disable email alerts if you do not wish to receive them.
Receive Daily Alerts: You can disable daily summary alerts if you do not wish to receive them.
3.5 Email
Alerts
Email alerts are sent when new tasks are created or existing tasks
are modified. Related users and stakeholders are notified and
Managers are notified only of new tasks and changes to status or
urgency.
a. Daily Alerts
The Daily Alert is fired from a scheduled task that needs to be
created during installation. The dailymail.vbs sends all users a
summary of their most critical tasks. Managers also receive a
summary of the most import tasks currently allocated to their
team.
If you require additional
information or technical support please contact
us
