8 Working With Issues

Issues keep track of functionality that did not work as expected. Once entered, issues can be associated with the test that resulted in the issue and other related issues.

8.1 Adding Issues

Note:

The fields and options available to you may be different than those shown in the following examples if your system has been customized by your system administrator.

When you add an issue, it is automatically assigned the next available number in the database and is added at the bottom of the list. This number cannot be changed. You can group issues by clicking Sort on the toolbar.

To add an issue:

  1. Click the Issues tab.

  2. Click Add.

    This dialog box has the following options.

    Summary - enter the title of the issue.

    Component - select the component associated with the issue. Components are entered by your system administrator using the Administrator.

    Version - select or enter the version of the software that was being tested.

    Assigned To - select the person responsible for the issue. Only users with read permission for this project are listed. These options can be changed by your system administrator.

    Status - select the issue's status. These options can be changed by your system administrator.

    Priority - select the issue's priority. These options can be changed by your system administrator.

    Severity - select the severity of the issue. These options can be changed by your system administrator.

    Platform - select or enter the platform on which the issue occurred. These options can be changed by your system administrator.

    Description - enter a new description.

    Solution - enter a new resolution.

    Reset - sets all fields back to their original values.

    Attachment - lets you add an attachment or link to this issue.

    File - lets you add an attachment to the Attachments section.

    • Browse - displays the Choose File dialog box for selecting the file to attach.

    • Capture - starts the Screen Capture utility for capturing a screen, saving it as either a .JPG or .BMP file, and populating the Attachment field. Refer to Appendix A for instructions on using the utility or select Contents from the Help menu in the utility.

      Note:

      The utility must be running in your system tray to use this option. If it is not running, a dialog box is displayed saying that the program could not be found. Click on the ScreenCaptureInstall.exe link to download the utility.

    Link - lets you add a link to the Links section.

    • Title - enter a descriptive title for the link. This will be displayed in the Links section.

    • Link - enter the URL. For example, http://www.company.com. If a title is not entered, the URL is displayed in the links section.

  3. Enter the issue details.

  4. Click OK.

8.2 Deleting Issues

To delete one issue:

  1. Select the issue you want to delete.

  2. Click Delete.

  3. Click Yes when asked to confirm the deletion.

To delete multiple issues:

  1. Select the issues you want to delete using SHIFT-click and CTRL click.

  2. Click Delete. The Delete Issues dialog box is displayed showing the selected issues.

    Selected nodes - lists the nodes that you selected. Uncheck any nodes that you do not want to delete.

    OK - deletes the selected nodes.

    Reset - checks all of the nodes.

  3. Deselect any nodes that you do not want to delete.

  4. Click OK.

8.3 Editing Issues

Note:

The fields and options available to you may be different than those shown in the following examples if your system has been customized by your system administrator.

To edit an issue:

  1. Select the issue you want to edit.

    This dialog box has the following options.

    Summary - enter the title of the issue.

    Component - select the component associated with the issue. Components are entered by your system administrator using The Administrator.

    Version - select or enter the version of the software that was being tested.

    Assigned To - select the person responsible for the issue. Only users with read permission for this project are listed. These options can be changed by your system administrator.

    Status - select the issue's status. These options can be changed by your system administrator.

    Priority - select the issue's priority. These options can be changed by your system administrator.

    Severity - select the severity of the issue. These options can be changed by your system administrator.

    Platform - select or enter the platform on which the issue occurred. These options can be changed by your system administrator.

    Description - enter a new description.

    Edit Text - select this option to edit previously entered description text. The text is displayed when the box is checked.

    Solution - enter a new resolution.

    Edit Text - select this option to edit previously entered solution text. The text is displayed when the box is checked.

    Reset - sets all fields back to their original values.

  2. Click Edit.

  3. Make any changes.

  4. Click OK.

8.4 Editing Multiple Issues

You can edit several issues at the same time if you want to make the same change to them all. To edit multiple issues:

  1. Select the issues you want to edit.

  2. Select Edit Issue from the right-click menu.

    Selected nodes - lists the selected nodes. Deselect nodes that you do not want to edit.

    Fields - the fields listed are determined by the type of node and whether there are any custom fields.

    Check Box - select the check box to change the field's value. The change will be applied to all of the selected nodes.

  3. Deselect any nodes that you do not want to change.

  4. Select a field that you want to change.

  5. Select or enter the new value. The change will be made to all of the selected nodes.

  6. Repeat for all fields that you want to change.

  7. Click Save.

8.5 Associating Issues With Issues

There are two ways to associate issues with issues. You can search for issues that contain designated values in one or more fields or you can select issues from a tree view.

To associate issues with an issue using search:

  1. Select the issue with which you want to associate issues.

  2. Select Add/Edit from the Associated Issues section of the right pane.

    Saved filters - lists the saved filter configurations. Select a saved filter to edit or delete it.

    Save - displays the Save Criteria dialog box for saving the settings. Filters do not have to be saved.

    Delete - deletes the selected saved filter.

    Search for - displays whether you are searching requirements, tests, or issues.

    that match - select how to apply the filtering criteria.

    • all - match all of the configured criteria. This setting places an AND between the criteria. For example, if you wanted to view all issues with a high-priority that are assigned to you, use this option.

    • any - match any of the configured criteria. This setting places and OR between the criteria. For example, if you wanted to view all issues with either a high priority or a high severity, use this option.

    • a combination - this setting lets you combine AND and OR. For example, if you wanted to view all issues assigned to Mary or Caren with a high priority, use this option. This option lets you select how to group the criteria, using parenthesis as required. For example:

      (((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR Severity = High)
      

    <left parenthesis> - select the left parenthesis up to three.

    Field - select the field that you want to use to select the items to display.

    Operator

    • Equals - causes only items that match the value for the selected field to be displayed.

    • Not Equal to - causes only items that do not match the value for the selected field to be displayed.

    Value - enter or select the value of the field that you want to use to select the items to display.

    <right parenthesis> - select the right parenthesis up to three.

    <operator> - select the operator to use, AND or OR.

    <delete> - deletes the corresponding criteria.

    <expression> - shows the filtering expression you are creating as you select criteria.

    Results - displays the nodes that match the search criteria.

    • Select - places the selected nodes in the Associated Nodes field.

    • Select All - places all nodes in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Enter the search criteria or select a saved filter and click Search.

  4. Select the issues you want associated with this issue and click Select or click Select All to associate all issues that matched the search criteria.

  5. Click OK. The issues will be listed in the right pane under the associated issues.

To associate issues with an issue using the tree view:

  1. Select the issue with which you want to associate issues.

  2. Select Add/Edit from the Associated Issues section of the right pane.

    <test list> - double click tests to add and delete them from the list of associated tests or select the tests you want to add and click Select.

    • Select - places the selected test in the Associated Nodes field.

    • Select All - places all tests in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Select the issues you want associated with this issue and click Select or click Select All to associate all issues that matched the search criteria.

  4. To remove nodes from the Associated Nodes field, select the nodes and click Remove or click Remove All to remove all nodes.

  5. Click OK. The issues will be listed in the right pane under the associated issues.

8.6 Associating Tests With Issues

There are two ways to associate tests with issues. You can search for tests that contain designated values in one or more fields or you can select tests from a tree view.

To associate tests with an issue using search:

  1. Select the issue with which you want to associate tests.

  2. Select Add/Edit from the Associated Tests section of the right pane.

    Saved filters - lists the saved filter configurations. Select a saved filter to edit or delete it.

    Save - displays the Save Criteria dialog box for saving the settings. Filters do not have to be saved.

    Delete - deletes the selected saved filter.

    Search for - displays whether you are searching requirements, tests, or issues.

    that match - select how to apply the filtering criteria.

    • all - match all of the configured criteria. This setting places an AND between the criteria. For example, if you wanted to view all issues with a high-priority that are assigned to you, use this option.

    • any - match any of the configured criteria. This setting places and OR between the criteria. For example, if you wanted to view all issues with either a high priority or a high severity, use this option.

    • a combination - this setting lets you combine AND and OR. For example, if you wanted to view all issues assigned to Mary or Caren with a high priority, use this option. This option lets you select how to group the criteria, using parenthesis as required. For example:

      (((Assigned to = Mary OR Assigned to = Caren) AND Priority = High) OR Severity = High)
      

    <left parenthesis> - select the left parenthesis up to three.

    Field - select the field that you want to use to select the items to display.

    Operator

    • Equals - causes only items that match the value for the selected field to be displayed.

    • Not Equal to - causes only items that do not match the value for the selected field to be displayed.

    Value - enter or select the value of the field that you want to use to select the items to display.

    <right parenthesis> - select the right parenthesis up to three.

    <operator> - select the operator to use, AND or OR.

    <delete> - deletes the corresponding criteria.

    <expression> - shows the filtering expression you are creating as you select criteria.

    Results - displays the nodes that match the search criteria.

    • Select - places the selected nodes in the Associated Nodes field.

    • Select All - places all nodes in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Enter the search criteria or select a saved filter and click Search.

  4. Select the tests you want associated with the issue and click Select or click Select All to associate all tests that matched the search criteria.

  5. Click OK. The tests will be listed in the right pane under associated tests.

To associate tests with an issue using the tree view:

  1. Select the issue with which you want to associate tests.

  2. Select Add/Edit from the Associated Tests section of the right pane.

    <test list> - double click tests to add and delete them from the list of associated tests or select the tests you want to add and click Select.

    • Select - places the selected test in the Associated Nodes field.

    • Select All - places all tests in the Results field in the Associated Nodes field.

    Associated Nodes - displays the selected nodes.

    • Remove - removes the selected nodes from the Associated Nodes field.

    • Remove All - removes all nodes from the Associated Nodes field.

    OK - closes the dialog box and saves changes.

    Cancel - closes the dialog box without saving changes.

  3. Select the tests you want associated with the issue and click Select or click Select All to associate all tests that matched the search criteria.

  4. To remove nodes from the Associated Nodes field, select the nodes and click Remove or click Remove All to remove all nodes.

  5. Click OK. The tests will be listed in the right pane under associated tests.

8.7 Emailing Issues

You can email a issue to one or more people. For email to work, the SMTP server must be configured using the Administrator. To email a issue:

  1. Click the Issues tab.

  2. Select the issue that you want to email and click Email.

    Send to - enter the email addresses of the people to whom you want to email this issue. Separate email addresses by a comma.

    To - displays the Select Email recipients dialog box for selecting recipients from a list.

    Subject - enter the text that you want to appear in the subject of the email. The default includes the name and id of the issue.

    Message - enter the text that you want to appear in the message.

  3. Enter the recipient email addresses separated by a comma or click To to display the Select Email Recipients dialog box.

    <recipient list> - lists users in you database that have email notification enabled.

    Select - adds the selected recipients to the To field.

    To - displays the selected recipients separated by a comma.

  4. Select the recipients that you want to receive the issue and click Select. Note that only users in your database that have email notification enabled are listed in the dialog box.

  5. Click Done when you are finished.

  6. Change the subject if necessary.

  7. Enter a message if necessary.

  8. Click OK.