The Reporting SIG is tracking reports in two areas: the Folio JIRA ticket system and the Reporting SIG Master Spreadsheet. The details of the report will remain in the Reporting SIG Master Spreadsheet. The testing and project progress will be tracked in the FOLIO JIRA Ticket system. If you identify a new report to add to our reporting requirements, please follow these short steps to make sure these tracking systems are synchronized:
- Add your report to the appropriate tab (functional area) in the Reporting SIG Master Spreadsheet on the bottom of the list. It MUST be added to the bottom of the list.
- Add the next sequential ID number for your report.
- If the report doesn't currently exist at your institution (i.e.it is on your "wishlist"), please type the word "Wishlist" in the "Link to Sample" column of the Reporting SIG Master Spreadsheet.
- At this point a JIRA issue needs to be created in the Reporting JIRA project for the new report. You have two options:
- If you are uncomfortable with JIRA, send an email message with the new ID number and worksheet tab (functional area) to Holly Mistlebauer and she will add a new FOLIO JIRA ticket for your new report.
- If you are comfortable with JIRA, create the JIRA issue yourself following these strict guidelines to the letter:
- Go to JIRA and login with your credentials (your wiki and JIRA login is the same).
- Select the Create option from the dark blue navigation bar on the top of the JIRA page, which will open the Create Issue window.
- Enter the report information in the Create Issue window as shown in the image below and press the Create button.
...
ANY LOGGED IN USER (you, if you remember to login)
- Browse Projects
- Assignable User
- Assign Issues
- Create Issues
- Edit Issues
- Link Issues
- Add Comments
- Delete Own Comments
- Edit Own Comments
- Create Attachments
- Delete Own Attachments
- View Voters and Watchers
ASSIGNEE, REPORTER, SHARON, HOLLY
- Resolve Issues (last step before Closing issue)
- Transition Issues (from Open to In-Progress to…)
- Manage Watchers
REPORTER, SHARON, HOLLY
- Close Issues
- Delete Issues (if mistake made only)
- Edit All Comments
- Delete All Attachments
SHARON & HOLLY
- Administer Projects
- Manage Sprints
- Move Issues
- Set Issue Security
- Delete All Comments