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.
- When the report is added, an email notification will be sent to the individuals who requested to be included in the reporting-notifications JIRA group. (If you would like to be added or removed, please contact Holly Mistlebauer.)