Broner Issue Tracking System User Guide

Transcription

1 Broner Issue Tracking System User Guide

2 Preliminary Pages Address Copyright 2015, Broner Metals Solutions Ltd. All rights reserved Broner product names which are mentioned in this document and the Broner Metals Solutions logo are trademarks or registered trademarks of Broner Metals Solutions Ltd. All other brand and product names are trademarks of their respective companies. This documentation contains Broner Metals Solutions proprietary and confidential information and may not be disclosed, used, or copied without prior consent of Broner Metals Solutions. Broner Metals Solutions Ltd 1, Century Court Tolpits Lane Watford, Hertfordshire WD18 9RS United Kingdom Telephone: +44 (0) Fax: +44 (0) Website: About This Document Document Revision History: Version Date Issued Author Description June 2005 Richard Wightman First draft March 2009 Tim McAlpine Updated format 2 1 September November 2011 Richard Wightman May 2012 Robert Norledge R33.4/V 1 18/04/2013 Robert Norledge V2 31/10/2014 Robert Norledge V3 15/10/2015 Robert Norledge V4 29/10/2015 Robert Norledge Added text in section 2 How to find a product in the list Tim McAlpine Reviewed for Release 33.4 Final checks and generate PDF for 33.4 Changes to describe use of FTP site, remove outdated references, provide information on issue status and the query page. Changes for revision of software. Changes for revision of the software. Minor text changes. Broner Issue Tracking System User Guide 2

3 Preliminary Pages Tips and Warnings Through the pages of this manual you may see two icons used: This icon highlights a procedure that will save time or make a procedure easier to perform. It may also indicate a procedure that can be used to escape from a difficulty. Your Comments on this Document Contacting the Broner Customer Support Centre This icon highlights important advice that must be followed to avoid unwanted results. It is particularly used to warn of actions that will cause the application to fail later or to produce unintended results. We would very much like to hear any comments that you would like to make about the content or accuracy of this manual. Comments about this manual or any problems relating to the use of this or any other Broner products should be made to the Broner Customer Support Centre. To contact the Support Centre: Telephone: +44 (0) Fax: +44 (0) support@bronermetals.com Customers who have signed up for a support account can report and track support issues, via the Broner Issue Tracking System: Open the Broner Website Home page ( and click the Broner Issue Tracking System button. To apply for an account, send an to support@bronermetals.com the support centre and tell us your: Name Company name Job or role in your company address Telephone number Broner Issue Tracking System User Guide 3

4 Preliminary Pages Contents 1 Security and Log-In Displaying the Main Screen Logging in Entering a New Issue Displaying the Enter Issue Window Selecting the Correct Product from the Product List Entering the Details The Main Fields Attaching a File Creating the New Issue Updating Issues Using the Bugzilla Number to Retrieve an Issue Updating a Single Issue The Main Fields Attaching a File Amending an Attachment Amending the Attachment File Amending the Attachment Comments ing the Person Who Set Up the Attachment Displaying the Dependency Tree Adding and Replying to Free Text Comments Using a Query to Retrieve an Issue Displaying the Query Screen Using a Simple Search Using an Advanced Search Introduction String Search Options Summary Products and Components Status Resolution Detailed Issue Information Search By People Search by Change History Custom Search Browsing Search Results When a Search Finds Issues When a Search Does not Find Issues Using Browsing to Retrieve an Issue Broner Issue Tracking System User Guide 4

5 Preliminary Pages 6 User Preferences Displaying the User Preferences Window General Preferences Tab Preferences Tab Saved Searches Tab Deleting a Saved Search Account Information Tab Permissions Tab Generating and Printing Reports Displaying the Reports Window Current State Reports Search Report Tabular Reports Displaying the Tabular Reports Window Entering Report Criteria Entering Search Criteria Generating the Report The Fields at the Bottom of the Window Graphical Reports Displaying the Graphical Reports Window Entering Report Criteria Entering Search Criteria Generating the Report The Fields at the Bottom of the Window Duplicates Reports Displaying the Duplicates Reports Window The Duplicates Table Change Parameters Change Over Time Reports Old Charts Displaying the Old Charts Window Entering Report Criteria Displaying the Report Using the FTP Site Broner Issue Tracking System User Guide 5

6 Preliminary Pages Broner Issue Tracking System User Guide 6

7 Chapter 1: Security and Log-In 1 Security and Log-In 1.1 Displaying the Main Screen In order to use the Broner Issue Tracking System, you will need a user account. If you do not already have a user account, please contact the Customer Support Centre to obtain usernames and passwords for the people who will need to access the Issue Tracking System. To access the Issue Tracking System, go to the Broner web site and select the Support Login button on the left of the page. This will display Welcome to Broner Incident Tracking: You can now do the following: Log in. Resolve a forgotten password. Broner Issue Tracking System User Guide 7

8 Chapter 1: Security and Log-In 1.2 Logging in At the top or bottom of the window, click Log In. In login, enter your address. Enter your password. Click Log In. Broner Issue Tracking System User Guide 8

9 Chapter 2: Entering a New Issue 2 Entering a New Issue 2.1 Displaying the Enter Issue Window Do one of the following: In Welcome to Broner Incident Tracking, click this icon: : Select New at the top or bottom of the screen. 2.2 Selecting the Correct Product from the Product List Enter Issue is displayed. You will be presented with a product list which shows all of the Broner Planning, Scheduling and MES Applications products. Select one of the products. Broner Issue Tracking System User Guide 9

10 Chapter 2: Entering a New Issue 2.3 Entering the Details The Main Fields Enter the following information: Version Category OS Priority Data Location FTP User FTP Directory File Name(s) Issue Occurred in Status Assignee QA Contact CC The software version. If you do not know the version, select Unspecified. Select one of the following: Bug. An error in the software. Enhancement. An improvement to the software. Question. A question relating to the software. The operating system. The priority of the issue. To the right is an explanation of each priority option. If there is a URL associated with this issue (e.g. a website where the problem can be seen) it should be entered here. For details of the Broner FTP site, see chapter 7. The user name used to connect to the FTP site. A folder on the FTP server that will be used to store files for this issue. The names of the files stored on the FTP site. Enter a list, separated by commas or semi-colons. The environment where the issue was first noticed. Select one of the following: Development. A development environment. QA. A quality assurance (testing) environment. Production. A live production environment. This will be set to New. When the issue has been saved, it can be changed to Assigned and Resolved. Explanations are given below: New. A new issue that has not yet been assigned to anyone. Assigned. An issue which has been assigned, but not yet resolved. Resolved. An issue which has been resolved. The person this issues is assigned to. The person who will ensure that the issue is fixed. An address to which notifications will be sent when any changes are made Broner Issue Tracking System User Guide 10

11 Chapter 2: Entering a New Issue to this issue Summary Description Make description and Add and attachment Keywords Depends on Blocks Select 1 group. Submit Issue Remember value as bookmarkable template Submit Issue A brief description of the issue. Preferably using just one sentence. A fuller description of the issue. Include all known information that may be useful to whoever will be dealing with this issue. Check this option to only display this description for people in the PR-Broner group. Click this button to attach a file (such as a screen image, or a test plan) to the issue. See section Keywords used when searching for issues. Any issues which must be resolved before this issue can be resolved. If there is more than one, enter a list separated by commas or semi-colons. Any issues which can only be resolved after this issue has been resolved. If there is more than one, enter a list separated by commas or semi-colons. Check the one of the boxes to determine which user group can view this issue Create a new issue. Click this button to save your new issue as a bookmarkable template for future issues. This will save you time and effort when creating new issues which are similar to this one. Click this button to create the new issue (see section below) Attaching a File In the main fields (section 2.3.1) click Add an Attachment. Use the following fields as required: Make description and any new attachment private Don t add an attachment File Description Content Type Otherwise Check this field to only allow users of the same user group to view and amend this attachment. Click this to cancel the new attachment. Click Browse and browse to the file to be attached. Enter a brief description for the attachment. This will be displayed against the attachment in the main window for the issue. Select patch if the attached file is a software patch. If this file is NOT a software patch, select one of the following: Auto-detect. The file type will be detected Broner Issue Tracking System User Guide 11

12 Chapter 2: Entering a New Issue automatically. This is normally the easiest way of selecting the file type. Select from list: If you select this option, you must select the file type from the pull-down. This should be used if Auto-detect does not work. Enter manually. If Auto-detect does not work, and Select from list does not display the file type, then select this option and enter the file type manually. Enter the file suffix (e.g. docx for Word 10 documents) Creating the New Issue In the main fields (section 2.3.1) click Submit Issue. This will generate a new issue number. Issue NNNNN sent to The following information is now displayed, above the issue details: The issue number, which has just been generated automatically. All people that s have been sent to. Who receives an when an issue is created is determined by the Assignee, QA Contact and CC fields, and also by the Preferences tab (see section 6.3). Excluding Anyone excluded from the s (see section 6.3). Issue Details These are displayed in full, and can be modified on this screen. See chapter 3 for full details of how to update issues. Broner Issue Tracking System User Guide 12

13 Chapter 3: Updating Issues 3 Updating Issues There are three ways in which an existing issue can be retrieved: Using the Bugzilla number (the best method if you have this number). Using a query. By browsing. See chapter 4 for how to use queries to retrieve an issue. See chapter 5 for how to use browsing to retrieve an issue. 3.1 Using the Bugzilla Number to Retrieve an Issue At the top and bottom of each window, you will see the Search field: If the first screen (Welcome to Broner Incident Tracking), you will also see the Quick Search field. In either of these fields, enter the Bugzilla number and click Search/Quick Search (or press <return>). 3.2 Updating a Single Issue The Main Fields When an issue has been selected, the following screen will be displayed: Broner Issue Tracking System User Guide 13

14 Chapter 3: Updating Issues Amend the following fields as required: Status Component Version OS Importance Assigned To QA Contact Data Location Whiteboard Keywords Depends on Blocks Shoe dependency tree Reported Click edit to change the status. You will be taken to the Status field at the bottom of the window. See Status below. This can be one of the following: New. A new issue that has not yet been assigned to anyone. You cannot change the status back to New once the issue has been assigned or resolved. Assigned. An issue which has been assigned, but not yet resolved. Resolved. An issue which has been resolved. If you select this option, you must enter. The software component. Note that if you select a component, a description will be displayed to the right of your selection. The software version. If you do not know the version, select Unspecified. The operating system. The Priority can be one of the following: P1: A production system failure. The plant is not able to function and this issue must be fixed to prevent delays. P2. A production system failure, but the plant is still able to function with work arounds or additional manual effort. P3. An issue that needs to be resolved, but is not urgent. P4. An issue that needs to be resolved, but it can wait until the next release. P5. An issue for consideration by Broner, or on hold. This issue is to be discussed between the customer and Broner. The Category can be one of the following: Bug. An error in the software. Enhancement. An improvement to the software. Question. A question relating to the software. The person the issue is current assigned to. If the Status is New, this will be set to Support. Click Edit to assign this issue. You will then be able to enter the address of the assignee in a text field. Click Take to assign the issue to yourself. The person who will ensure that the issue is fixed. Click Edit to assign the QA contact for this issue. You will then be able to enter the address of the QA contact in a text field. Click Take to assign yourself the QA contact. If there is a URL associated with this issue (e.g. a website where the problem can be seen) it should be entered here. For details of the Broner FTP site, see chapter 7. A single line of text, used for tags and status information. This can only be added once the issue has been created. Keywords used when searching for issues. Any issues which must be resolved before this issue can be resolved. Any issues which can only be resolved after this issue has been resolved. Display all the issues that this one depends on, and all the issues that depend on it, in a separate panel. See section The date and time this issue was first created, and the person who created it. Broner Issue Tracking System User Guide 14

15 Chapter 3: Updating Issues Modified CC List FTP User FTP Directory File Name(s) Payment Status Issue Occurred in Customer Root Cause Analysis Attachments Only users in all of the selected groups can view this issue Comments Status Resolution The date and time this issue was last updated, and the person who updated it. A list of addresses to which notifications will be sent when any changes are made to this issue. The user name used to connect to the FTP site. A folder on the FTP server that will be used to store files for this issue. The names of the files stored on the FTP site. Enter a list, separated by commas or semi-colons. The current payment status. This can be one of the following: ---. No payment is required for this issue. Unauthorised. Payment is required, and the customer has not authorised payment yet. Authorised. Payment is required, and the customer has authorised payment. Invoiced. The customer has been invoiced for this issue. Paid. The customer has paid for this issue. The environment where the issue was first noticed. Development. A development environment. QA. A quality assurance (testing) environment. Production. A live production environment. The customer name will be displayed automatically in this field. The root cause of the issue. This can be one of the following: Code. The software code. Configuration. The software configuration. Documentation. The software documentation. Environment. The software environment (e.g. network drive, space remaining on disk etc.). Flow. A flow created using the MES Flow Configurator. Schema. A database schema. Screen Configuration. The configuration of a screen. Any files that have been attached to this issue are listed here. You can do the following: Create a new attachment (see section 3.2.2). Amend an attachment (see section 3.2.3). Check the boxes to determine which user groups can view this issue. See section for how to update comments. This can be one of the following: New. A new issue that has not yet been assigned to anyone. You cannot change the status back to New once the issue has been assigned or resolved. Assigned. An issue which has been assigned, but not yet resolved. Resolved. An issue which has been resolved. If you select this option, you must enter a Resolution (see below). If Status is set to Resolved, you must select a Resolution. This can be one of the following: Broner Issue Tracking System User Guide 15

16 Chapter 3: Updating Issues Save Changes FIXED. A Broner person has fixed the issue. TESTED. This issues has been tested by the Broner Metals Solutions Test Team. RELEASED. This issue has been included in a software release to the customer. WONTFIX. The software was meant to work this way. REMIND. Waiting for information from the customer. DUPLICATE. This is a duplicate of another issue. If you select this option, you must enter the number of the issue that it duplicates. WORKSFORME. The Broner person has been unable to repeat the error. Click this button to save any changes made Attaching a File In the Main Fields (section 3.2.1) click Add an attachment. Enter the following information: File Description Content Type Patch Otherwise, choose a method Click Browse and browse to the file to be attached. Enter a brief description for the attachment. This will be displayed against the attachment in the main window for the issue. Select patch if the attached file is a software patch. If this file is NOT a software patch, select one of the following: Auto-detect. The file type will be detected automatically. This is normally the easiest way of selecting the file type. Select from list: If you select this option, you must select the file type from the pull-down. This should be used if Autodetect does not work. Enter manually. If Auto-detect does not work, and Select from list does not display the file type, then select this option and enter the file type manually. Enter the file suffix Broner Issue Tracking System User Guide 16

17 Chapter 3: Updating Issues Reassignment Comment Add me to the CC list Privacy (.e.g. docx for Word 10 files). Check the box to re-assign the issue to yourself. You can also change the status at this point. Enter any information here that someone viewing to amending the attachment may need to know. Check this to add your own address to the CC list for this issue. Check the box to restrict use of this attachment to the group the issue is assigned to. Click Submit to attach the file to the issue Amending an Attachment In the Main Fields (section 3.2.1) see the Attachments box. You can do three things: Amend the attachment file. See section Amend the comments for the attachment. See section Send an to the person who created the attachment. See section Amending the Attachment File To amend the attachment details, click the attachment name (demo attachment in the illustration below). If possible, the file will be displayed in the appropriate editor. If it is not readonly, it can be edited and the changes saved Amending the Attachment Comments To amend the attachment comments, click date and time they were made ( :29 BST in the illustration above). You will now be taken to where the comments are, at the bottom of the window for the issue. The following information is displayed for each comment: The person who made the comment. The date and time the comment was last updated. Broner Issue Tracking System User Guide 17

18 Chapter 3: Updating Issues Change the following information as required: Comment <nn> Click this to amend the actual comment text. Private Reply Check this field to make the comment private (i.e. it can only be viewed by people belonging to the PR-Broner group). This option will only be available to members of the PR-Broner group. Click this to add extra comments, in reply to the original comments ing the Person Who Set Up the Attachment Click the name of the person (in the above illustration Robert Norledge) to create an which can be sent to that person Displaying the Dependency Tree In the Main Fields (section 3.2.1) see the Show dependency tree. You can show in a tree form: All the bugs which have to be resolved before this one can be resolved. All the bugs which can only be resolved when this one has been resolved. Note the buttons at the bottom of the window: Show Resolved Hide Resolved Display resolved issues (as well as open issues). This is displayed if Show Resolved is clicked. Broner Issue Tracking System User Guide 18

19 Chapter 3: Updating Issues Max Depth Arrows Unlimited and Note the fields near the centre of the screen: View as issue list Change several Hide resolved issues and display open issues only. The maximum level to display in each tree. For example, if you select 1, only issues being directly blocked by, or directly blocking, the current issue are displayed. Click these to move up or down one level in each of the two trees. Display all entries in each tree. For example, if there is a chain of 10 issues, each blocking the next in the chain, then all issues in this chain will be displayed. Display the issues in a list format. The window displayed is the same as with section Display all the issues in the tree on a screen which allows more than one issue to be changed at the same time. See section Adding and Replying to Free Text Comments In the Main Fields (section 3.2.1) you can see the Comments fields. Adding Free Text Comments Replying to Free Text Comments Type in your comments in the box provided. If you want these to be only visible to people in your own group, check Make comments private. When complete, click Save Changes. These comments will now be added to the displayed comments for the issue. Free text comments are displayed, each set of comments in its own box. Broner Issue Tracking System User Guide 19

20 Chapter 3: Updating Issues Click reply. Type in the text as required. Click Save Changes when finished. These comments will now be displayed after the original comments: Broner Issue Tracking System User Guide 20

21 Chapter 4: Using a Query to Retrieve an Issue 4 Using a Query to Retrieve an Issue 4.1 Displaying the Query Screen In all main screens, you will see the following fields top and bottom left: Click Search. The following screen is displayed: There are two types of search available: Simple Search Advanced Search A simple search, using only four fields, to retrieve matching queries. A more complex search, allowing for a many more fields to be used to retrieve matching criteria. 4.2 Using a Simple Search Make sure the Simple Search tab is selected. Broner Issue Tracking System User Guide 21

22 Chapter 4: Using a Query to Retrieve an Issue Change the following search fields as required. Note that only issue matching all the specified criteria will be retrieved: Status Products Customer Words Click Search. There are three options: Open. Open issues (i.e. ones not resolved). Closed. Closed issues (i.e. ones that are resolved). All. Open and closed issues. Select a product name or All, for all products. Select a customer name or All, for all products. Note that PR-Broner can be selected for internal Broner issues. Enter one or more search words, each separated by a single space. These words will be searched for, either in the Summary and the Comments, or just in the Comments (see Include comments when performing quick searches (slower) in section 6.2). A list of matching issues is displayed: Note that the specified search criteria are displayed in the top left of the main panel. If necessary, click Hide Search Criteria to hide this information. In the ID column, click an issue to view it in detail. Broner Issue Tracking System User Guide 22

23 Chapter 4: Using a Query to Retrieve an Issue 4.3 Using an Advanced Search Make sure the Advanced Search tab is selected Introduction Enter the required criteria. Issues will only be retrieved if they match ALL your specified search criteria. If you want to search using one field only, do not select any entries from any other field. If you want the selected search options to be saved as default, select and remember these as my default search options. When the criteria are correct, click Search at the top or bottom of the window. Search results are now displayed. See section 4.2. Broner Issue Tracking System User Guide 23

24 Chapter 4: Using a Query to Retrieve an Issue String Search Options In a number of places, there is a standard set of string search options. You select the option from a pulldown, and in the field on the right enter the value to match by. Each of the string search options is described below: Contains all of the strings Enter one or more character strings, separated by spaces. If all of these strings (which can be whole words, parts of words, or combinations of words) are found in the relevant field, the issue will be retrieved. e.g. Enter: Manual alloc screen Will retrieve: Piece details not displayed on Manual Allocation screen But will not retrieve: Piece details not displayed on Allocation screen Contains any of the strings Contains the string Enter one or more character strings, separated by spaces. If any of these strings (which can be whole words, parts of words, or combinations of words) are found in the relevant field, the issue will be retrieved. e.g. Enter: Manual alloc screen Will retrieve: Piece details not displayed on Allocation screen Enter a series of characters, which can contain spaces. If this set of characters is found in the summary, the issue will be retrieved. e.g. Enter: Manual allocation screen Will retrieve: Piece details not displayed on Manual Allocation screen But will not retrieve: Piece details not displayed on Allocation screen Contains the string (exact Enter a series of characters, which can contain spaces. If this set of characters is found in the Broner Issue Tracking System User Guide 24

25 Chapter 4: Using a Query to Retrieve an Issue case) Contains all of the words Contains any of the words Matches regular expression summary (matched on case), the issue will be retrieved. e.g. Enter: Manual Allocation screen Will retrieve: Piece details not displayed on Manual Allocation screen But will not retrieve: Piece details not displayed on manual allocation screen Enter a list of one or more words, separated by spaces. If all of these words are found in the summary (not necessarily in the same order) the issue will be retrieved. e.g. Enter: Allocation screen cutting Will retrieve: Cutting Allocation screen But will not retrieve: Allocation screen Enter a list of one or more words, separated by spaces. If all of these words are found in the summary (not necessarily in the same order) the issue will be retrieved. e.g. Enter: Allocation screen cutting Will retrieve: Allocation screen Regular expressions are a standard set of wildcards used for string searches. For details, see Enter a string containing regular expressions. If this string equates to a summary, the issue will be retrieved. Does not match regular expression Regular expressions are a standard set of wildcards used for string searches. For details, see Enter a string containing regular expressions. An issue will only be retrieve if the string does not equate to the summary Summary Select a value from the pulldown (see section above). Enter the string value in the field. Broner Issue Tracking System User Guide 25

26 Chapter 4: Using a Query to Retrieve an Issue Products and Components Status Select a Product from the list. All Broner products are listed here. If you select a product, the components for this product are listed in the Component list. If necessary, select a component. If you do not select a component, then the search will retrieve issues for all components for the selected product. Select a Status from the list. The following options are available: NEW ASSIGNED REOPENED RESOLVED DELIVERED CLOSED A new issue that has just been created by a Broner person. The issue has been assigned to a Broner person. The issue had been closed, but has been reopened for some reason. The issue has been resolved. When this happens, a Resolution is selected. The amended software has been delivered to and verified by the customer. The customer has accepted the issue is resolved. Broner Issue Tracking System User Guide 26

27 Chapter 4: Using a Query to Retrieve an Issue Resolution Select a Resolution from the list. The following options are available: FIXED TESTED RELEASED INVALID WONTFIX REMIND DUPLICATE CANNOT REPRODUCE A Broner person has fixed the issue. This issues has been tested by the Broner Metals Solutions Test Team. This issue has been included in a software release to the customer. The problem described is not an issue. The software was meant to work this way. Waiting for information from the customer. This is a duplicate of another issue. The Broner person has been unable to repeat the error Detailed Issue Information Comment Data Location Click Detailed Issue Information to reveal the search fields. This uses the Comment field for the issue (see section for details). Select a value from the pulldown (see section above). Enter the string value in the field. This uses the Data Location field for the issue (see section 3.2.1). Select a value from the pulldown (see section above). Broner Issue Tracking System User Guide 27

28 Chapter 4: Using a Query to Retrieve an Issue Enter the string value in the field. Whiteboard This uses the Whiteboard field for the issue (see section 3.2.1). Select a value from the pulldown (see section above). Enter the string value in the field. Keywords This uses the Keywords field for the issue (see section 3.2.1). Select a value from the pulldown (see section above). Enter the string value in the field. Issues numbered You can include or exclude issues by issue number. Enter one or more issue numbers in the field, separated by commas. e.g. Then select one of the following options: (should be) only included in (the results) (should be) excluded from (the results) Retrieve only issues with these issue numbers. Retrieve issues without these issue numbers. Version This uses the Version field for the issue (see section 3.2.1). Select a Version from the list. If a Product has been selected, then only versions of this product will be displayed. If no Product has been selected, then all versions of all products will be displayed. Category This uses the Category field for the issue (see section 3.2.1). Select a Category from the list. Priority This uses the Priority field for the issue (see Importance field section 3.2.1). Select a Priority from the list. OS This uses the OS (operating system) field for the issue (see section 2.3.1). Select the OS from the list. Broner Issue Tracking System User Guide 28

29 Chapter 4: Using a Query to Retrieve an Issue Search By People Click Search By People to reveal the search fields. Note that people s names are held on the system as addresses. Also please note that searches for people s names as NOT case sensitive. Select one or more of the listed roles: the Issue Assignee the Reporter the Tester a CC list member a Commenter The person an issue is assigned to. The person who created the issue. The person who has been assigned to test the issue. A person who is on the defined cc list (i.e. they will be informed by of any changes to the issue).l Any person who has added comments, or replied to comments for the issue. Select an option from the pulldown: contains doesn t contain is Is not matches regexp doesn t match regexp This will retrieve an issue if the address of the person contains the search string. e.g. John would return john.smith@bronermetals.com. This will retrieve an issue if the address of the person does NOT contain the search string. e.g. John would exclude john.smith@bronermetals.com. This will retrieve an issue if the search string matches the address of the person. It must be an exact match. This will retrieve an issue if the search string is not the exact match for an address of a person. Regular expressions are a standard set of wildcards used for string searches. For details, see Enter a string containing regular expressions. If this string equates to the person s address, the issue will be retrieved. Enter a string containing regular expressions. If this string does NOT equate to the person s address, the issue will be retrieved. Enter a string to search by. Broner Issue Tracking System User Guide 29

30 Chapter 4: Using a Query to Retrieve an Issue Search by Change History Click Search By Change History to reveal the search fields. In where ANY of the fields, all issue fields which can be changed are listed. Select one of these fields. In changed to, enter the value the field was changed to. In between, enter the first date on which the field may have been changed (in format YYYY-MM-DD. e.g ). If necessary, click this button and use the date browser. In the second date field, enter the last date on which the field may have been changed (in format YYYY-MM-DD, use if necessary). Note that the second date field defaults to Now, which is the current date Custom Search The Main Fields You can create more complex custom searches. Click Custom Search to reveal the search fields. You will be creating one or more sets of custom search criteria. The following options determine how these are used: Match ALL of the following separately Match ANY of the following separately Match ALL of the following against the same field An issue will only be retrieved if it matches all of the specified custom searches. An issue will be retrieved if it matches any of the specified custom searches. An issue will only be retrieved if it matches all of the specified custom searches, which are all applied to the same field. Click Show Advanced Features to give the option of: Brackets, and The Not option. Use the following options, as required, to build up custom searches: ( Brackets are used to establish priority in processing. Not Check this to select issues if the specified criteria do NOT apply. See the example below. Broner Issue Tracking System User Guide 30

31 Chapter 4: Using a Query to Retrieve an Issue <Field> <Search type> Value Select a field name from the list. All fields which can be edited are in this list. Select the type of search to perform from the list. Type in the value (to be used with the Field and Search Type + Add another line to the search. For example: Search Types The search types are described below: --- is equal to is not equal to is equal to any of the strings contains the string contains the string (exact case) does not contain the string contains any of the strings contains all of the strings contains none of the strings matches regular expression does not match regular expression is less than is less than or equal to The value must exactly match the value of the field. The value must not exactly match the value of the field. Enter a list of strings, separated by spaces. The field must match one of these strings. Enter a string of characters. The field must contain this string. Enter a string of characters. The field must contain this string, matching the case exactly. Enter a string of characters. The field must not contain this string. Enter a list of strings, separated by spaces. The field must contain any of these strings. Enter a list of strings, separated by spaces. The field must contain all of these strings. Enter a list of strings, separated by spaces. The field must contain none of these strings. Regular expressions are a standard set of wildcards used for string searches. For details, see The value of the field must equate to the regular expression. Regular expressions are a standard set of wildcards used for string searches. For details, see The value of the field must NOT equate to the regular expression. For numeric values only. The value of the field must be less than the specified value. For numeric values only. The value of Broner Issue Tracking System User Guide 31

32 Chapter 4: Using a Query to Retrieve an Issue is greater than is greater than or equal to contains any of the words contains all of the words contains none of the words changed before changed after changed from changed by matches does not match the field must be less or equal to the specified value. For numeric values only. The value of the field must be greater than the specified value. For numeric values only. The value of the field must be greater than or equal to the specified value. In the Value, enter one or more words, each separated by a single space. The value of the field must contain at least one of these words. In the Value, enter one or more words, each separated by a single space. The value of the field must contain all of these words. In the Value, enter one or more words, each separated by a single space. The value of the field must contain none of these words. In Value, enter a date in format YYY- MM-DD. The last time the value of the field was changed must be before this date. In Value, enter a date in format YYY- MM-DD. The last time the value of the field was changed must be after this date. In Value, enter a date in format YYY- MM-DD. The last time the value of the field was changed must be before this date. In Value, enter a date in format YYY- MM-DD. The last time the value of the field was changed must be after this date. The value of the field must match the entered string. The value of the field must not match the entered string. Examples To retrieve MES issues, specify the following: To retrieve MES issues, apart from those for the Flow Configurator, you can specify the following: Broner Issue Tracking System User Guide 32

33 Chapter 4: Using a Query to Retrieve an Issue Or, alternatively: 4.4 Browsing Search Results When a Search Finds Issues When the Search button is clicked, if issues have been found, a list of issues will be displayed: Click an issue number to edit an issue and view it in detail. Note the following options at the bottom of the screen: Long Format XML Remember Search Display full details for each issue (this will display the Short Format button, to revert to the list display). Display an XML file, containing details of each issue in the list. Save the search criteria. See section 6.4 for how to use and maintain saved searches. Broner Issue Tracking System User Guide 33

34 Chapter 4: Using a Query to Retrieve an Issue When a Search Does not Find Issues If no issues have been found, the following window is displayed: The following options are available: File a new issue Edit this search Start a new search Remember Search Display the New Issue screen to create a new issue. Display the Search screen with the same search criteria, allowing you to change them. Display the Search screen, cleared of all search criteria, allowing you to start a new search. Save the search criteria. See section 6.4 for how to use and maintain saved searches. Broner Issue Tracking System User Guide 34

35 Chapter 5: Using Browsing to Retrieve an Issue 5 Using Browsing to Retrieve an Issue At the top and bottom of each window, you will see the Browse option: Click Browse. The product categories are displayed: Select a product category. Broner Issue Tracking System User Guide 35

36 Chapter 5: Using Browsing to Retrieve an Issue Components for this product category are displayed. Issues for the product category and component are displayed: Click an issue number to select it. Broner Issue Tracking System User Guide 36

37 Chapter 6: User Preferences 6 User Preferences 6.1 Displaying the User Preferences Window In Welcome to Broner Incident Tracking, click this icon: Broner Incident Tacking User Preferences is displayed: 6.2 General Preferences Tab Broner Incident Tracking's general appearance (skin) Automatically add me to the CC list of issues I am requested to review Quote the associated comment when you click on its reply link Position of the Additional Comments box Timezone used to display dates and Amend the following options as required: The skin which determines the general appearance of the Broner Incident Tracking system. Your own address will be automatically added to the CC list of any issues you are requested to review. Enter a comment here. When you click on the reply value, this comment will be displayed. The position of the Additional Comments box on the main issue screen (see section 3.2.1). The time zone used to display dates and times. Broner Issue Tracking System User Guide 37

38 Chapter 6: User Preferences times Language used in After changing an issue Include comments when performing quick searches (slower) Zoom textareas large when in use (requires JavaScript) Field separator character for CSV files Automatically add me to the CC list of issues I change When viewing an issue, show comments in this order Show a quip at the top of each issue list Preferred format Add 'New:' to subject line of sent when a new issue is filed The language used for s. What will happen when the Save Changes button is clicked, after making updates to an issue. When performing a simple search to retrieve an issue, you can search on summary and on comments, or just on the summary. If you include the comments fields, the search may retrieve more issues but will take longer to run. Enable or disable the automatic expanding of text areas when text is being entered. Select either a comma, or a semi-colon ; to use in exported CSV issue lists.. If set to On, your address will automatically be added to the CC list for an issue if you make any changes to it. The order in which to display comments, when displaying an issue. If set to On, a (hopefully) amusing piece of text will be displayed at the top of the screen when browsing for issues. The format to use for notifications. If set to On, when an notification is sent about a new issue, the subject line is prefixed New:. Broner Issue Tracking System User Guide 38

39 Chapter 6: User Preferences 6.3 Preferences Tab Introduction When an issue is changed, if you are: Enable/Disable All Mail The assignee The reporter On the CC list A QA contact you can be sent an notification, automatically. Use this tab to determine when you will be sent notifications. These options allow you to enable s under all circumstances, and disable s under all circumstances. Enable All Mail Disable All Mail This will select all the options in the table below. This means that you will always be sent an when the issue changes. This will deselect all options in the table below. This means that will never be sent an notification when an issue changes. Global options Two global options are available: me when someone asks me to set a flag me when someone set a flag I asked for Broner Issue Tracking System User Guide 39

40 Chapter 6: User Preferences Field/recipient specific options When my relationship to this issue is: Assignee Reporter The person the issue is assigned to. The person who created the issue. CCed Any person on the CC list (see section 3.2). QA Contact A person who ensures the issue is completed fixed. I want to receive mail when: A number of options are displayed. Check the boxes to determine when you will receive mail. But not when (overrides above): A number of options are displayed. Check the boxes to determine when you will NOT receive mail. User Watching You can set yourself up to watch a user. This means that if an issue changes that they are related to, you can be sent an notification of the change. When you will be sent a notification depends on how YOUR notifications are set up. For example: Peter Green has configured himself to watch Brian Black. Peter Green has configured himself to receive a notification for Assignee/A new issue is created. A new issue is created. It is assigned to Brian Black. Peter Green will now receive an notification of this. Add users to my watch list Enter a list of full addresses, separated by commas. These s will be added to your watch list. Users watching you A list of users configured to watch you is displayed here. Submit Changes Click this button to save your changes. Broner Issue Tracking System User Guide 40

41 Chapter 6: User Preferences 6.4 Saved Searches Tab Search criteria can be saved using the Remember Search button (see section and section 4.2.2). All searches saved for your logon ID are displayed. For each saved search, you can do the following: Run Action the search. See section 4.4. Edit Edit the search criteria. See section 3.2. Forget Delete the search. See below Deleting a Saved Search For the saved search, click Forget. Search is gone is displayed: To cancel the deletion, click Un-forget the search. Broner Issue Tracking System User Guide 41

42 Chapter 6: User Preferences 6.5 Account Information Tab Use this window to change your password, and enter your real name. Enter your existing Password. If required, enter a New Password. Re-enter the name text in Confirm new password. Enter Your real name (e.g. Peter Green). Click Submit Changes. 6.6 Permissions Tab Broner Issue Tracking System User Guide 42

43 Chapter 6: User Preferences This displays the current user s permissions. Broner Issue Tracking System User Guide 43

44 Chapter 7: Generating and Printing Reports 7 Generating and Printing Reports 7.1 Displaying the Reports Window In Welcome to Broner Incident Tracking, click Reports. If you are not logged on, you will see the following screen: In login, enter your address. Enter your password. Click Log In. 7.2 Current State Reports These reports show the current state of the issues. Broner Issue Tracking System User Guide 44

45 Chapter 7: Generating and Printing Reports 7.3 Search Report In the Reports Window, under Current State, click Search. The following window is displayed: 7.4 Tabular Reports See section 4.2 for how to use a Simple Search. See section 4.3 for how to use an Advanced Search Displaying the Tabular Reports Window In the Reports Window, under Current State, click Tabular Reports. The following is displayed: Entering Report Criteria Select the following as required: Vertical Axis The field that will form the vertical Broner Issue Tracking System User Guide 45

46 Chapter 7: Generating and Printing Reports axis of the report. Horizontal Axis Multiple Tables The field that will form the horizontal axis of the report. If this is left as <none>, then only one table will be displayed. If a field is selected here, then a separate table will be displayed for each value of this field Entering Search Criteria See section 4.1 for details of how to enter search criteria Generating the Report At the bottom left of the window, click Generate Report: The report is now displayed: In this particular case: The Vertical Axis field has been set to Category. The Horizontal Axis field has been set to Status. Multiple Tables has been set to Customer. This means there will be: One summary table for all customers (the upper table displayed above). A table for each customer (see lower table for customer Broner). Broner Issue Tracking System User Guide 46

47 Chapter 7: Generating and Printing Reports The Fields at the Bottom of the Window At the bottom of the screen, you will see the following: Bar Line Table CSV Edit this report Remember report Display the report as one or more bar charts. Display the report as one or more line charts. Display the report as one or more tables. This will only be selectable after you choose one of the other options on this line. Save the report information as a CSV (comma separated variable) file. Change the report and search criteria. Select this option and enter a report name in the text field. The report name will then be displayed at the bottom left of Welcome to Broner Incident Tracking. Clicking the name will then generate the report. 7.5 Graphical Reports Displaying the Graphical Reports Window In the Reports Window, under Current State, click Graphical Reports. The following is displayed: Broner Issue Tracking System User Guide 47

48 Chapter 7: Generating and Printing Reports Entering Report Criteria Select the following as required: Vertical Axis Plot Data Sets Multiple Images Format Horizontal Axis Vertical labels The field that will form the vertical axis of the report. Select either: Individually. Display each column in the graph separately. Stacked. Display columns stacked on top of each other. If this is left as <none>, then only one graph will be displayed. If a field is selected here, then a separate graph will be displayed for each value of this field. Select to display one of the following: Line Graph Bar Chart Pie Chart The field that will form the horizontal axis of the report. Check this to display labels on the horizontal axis vertically Entering Search Criteria Generating the Report See section 4.1 for details of how to enter search criteria. At the bottom left of the window, click Generate Report: Broner Issue Tracking System User Guide 48