resolve help doc

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Company Confidential Resolve Help Document

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Resolve Help Document

QSPACE module

Sharda Centre, Off Karve Road, Pune, India 411004

www.techmahindra.com


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Table of Contents

1. An Introduction ................................................................................................ 3 2. Scope of the document ..................................................................................... 3 3. Process Flow .................................................................................................... 4 4. How to access the Resolve ............................................................................... 5 5. Set Up .............................................................................................................. 7 5.1. Application & Release Configuration ............................................................. 7

5.2. Release Configuration ................................................................................. 10 6. Resolve .......................................................................................................... 11 6.1. Creating Review Items & Review Rounds. .................................................. 11 6.2. Deleting Review Items ................................................................................ 13 6.3. Editing Review Items & Review Rounds ...................................................... 14 6.4. Adding, Resolving and Closure of the Defects. ............................................ 17 6.5. Upload Defects facility for the Project Manager. ......................................... 21 7. Reports .......................................................................................................... 23 7.1. Reports for Project Manager and Quality Consultant (QC) .......................... 23 8. DP Activity (Defect Prevention Activity)......................................................... 29 8.1. Process Flow ............................................................................................... 29 8.2. Create DP Activity ....................................................................................... 30 8.3 Show DP Activity ......................................................................................... 32 8.4 Create “Root Cause” and “Action Plan” ....................................................... 33 8.5 Publish DP Activity ...................................................................................... 38


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THE RESOLVE MODULE

1. An Introduction

Defect Management Module is the functionality implemented by QSPACE to automate the

tracking of the Defect Management in the projects. The system has been developed under

the ownership of Qway and covers the following functions:

1.1 Creation of Application under the projects.

1.2 Creation of Release under the Application.

1.3 Creation of Review Items, Review Rounds1.4 Adding, Resolving and Closure of the Defects.1.5 Facility to Upload Defects.

1.6 Reports for Project Manager and Quality Consultant (QC).

As an additional module of QSPACE application, Resolve has its own set of business rules,roles and accesses.

2. Scope of the document

This document gives an insight about all the functionality of Resolve.


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3. Process Flow

No

Start

PM will create an Application under the project.

PM will create the Release under the Application

created in the above step.

PM will create a Review Item and Assign Author.

Stop

Reviewers will add the defects against the Rounds.

Author will resolve the defects added in the round by

the Reviewers.

Is Reviewer done

adding defects?

Reviewer will close/reopen the defects resolved in

the round by the Author.

Yes

PM will create Rounds and Assign Reviewers.

Closed

Reopened


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Note: The URL and data used in the screenshots are NOT of the live QSPACE

application. The data has been created for the purpose of this document. Please do

not use the URL in the screenshots to access QSPACE.

4. How to access the Resolve


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Select the role

from drop down

Click here to enter

into Resolve Module


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5. Set Up

5.1. Application & Release Configuration

A user entering the Resolve with the role of a Project Manager gets to view the ApplicationConfiguration screen by default. This page allows the user to create Applications under the

various projects of the Project Manager. To navigate to this screen under the menu Set Upselect the sub menu Application Configuration.

The screen contains two dropdowns for the Project and application status. The Project drop

down will have all of the Projects listed for which the user is the project manager. The

Application status will have the selection for the status values as Active and Inactive. TheProject Manager will have to select the Project and the Application and click on the Get Databutton to view the existing configured application.

Project

Application

Status


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To add a new application the user will have to click on the Add New Application. If there is

no application for a project, the User will have to click on the NA Application (depicting

Application Not Applicable) Button as shown in the above screen this will add an application

with the Name NA under the selected Project.

Note: Post adding the NA Application the system will not allow the addition of the

application under the project for which NA Application is added.

For adding a new application under the project the user will have to click on the Add New

button in the above screen post which the screen will look as shown in the below screenshot

Add New Application

Click to Add NA

Application


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Enter Application name (max 100 Characters) and select NA Release as Yes/ No and Click

on the Update link to Add the new Application to the System. For the selection of the NA

Release as Yes the System will add the NA Release (Please refer Sec 5.2 below for details)

under the Application created. Click on the Cancel link to cancel the action.

Update link

Edit link


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To Edit the Application already added, click on the Edit link besides the Application name.

The application will open in an editable mode. Click on the Update link to update the

changes and Cancel link to cancel the action.

Note: Application once added cannot be deleted, it can be only made inactive

5.2.

Release Configuration

The Project Manager can configure Releases under the Application/s created in the

Application Configuration. To navigate to this screen under the menu Set Up select the sub

menu Release Configuration. The Release configuration screen has three drop-downs, one

for the Project List, other for the Application and the last one for the Status of the Release.

The project drop down will list all of the projects of the Project Manager. Application List will

have the List of the Application under the selected project and the Release Status drop

down will have the values as Active and Inactive. Click on the Get Data button to view the

Releases that are configured.

In case there are no releases for an application, please click on the NA Release Button. Click on the Add

New Application to add a new Release. Post Click on the Add New button the screen will look like the

below screen. Enter the Release Name (max 100 characters) and click on the update button the update

the changes and on the cancel link to can the action.

Projects List

Application List

Release Status


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To edit the Release added click on the Edit link. Make the required changed and click on the update link

to update the changes and on the cancel link to cancel the action.

Note: Release once added cannot be deleted, it can only be made inactive

6. Resolve

6.1. Creating Review Items & Review Rounds.

Once Application and Releases are configured the Project Manager can create the Review

Items under the Releases. To navigate to this screen under the menu Resolve, select the

sub menu Manage Review.This screen will allow the users to create the Review Items, Rounds and Edit/Delete the

existing rounds. In this screen the default selection is on the View which is to view theReview Items added earlier.

Release Name here


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Select the Create Radio button for the Creation of a New Item

The screen has three dropdowns, one each for the selection of the Project,Application and Release

Select the Project Application and Release for which the Review Item has to be

created

Fill the form and click on the Save button

A new Item will get added under the selected Project-Application-Release.

Fill the form and click on Sav

to add the New Item


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If the Review Item is created successfully then the message indicating the same will be

displayed. To view the existing items select the radio button for the View. Select the Project

– Application – Release and click on Get Data button. The screen as below will be displayed.

6.2. Deleting Review Items

Click on the Delete link to delete the Item. Note that deleting the Item will delete all of the

corresponding rounds and defects registered under the Item.

Click on the Item Name to view the Details for the Item. The Item will be displayed as

follows:-

Click to delete the Item.

Click to view details of the

Item.


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6.3. Editing Review Items & Review Rounds

For Editing the Item Details click on the Edit Item link. Make the required changes and click

on the Update Button to update the changes. The changes will get saved and will be

reflected on the screen.

For viewing the details of the round select the required round number in the drop down for

the rounds as shown in the below in the screen shot.

Click to edit the Item.


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Click on the “Edit Round” link to edit the selected round. The screen will change as in the

below screenshot. Make the required changes and click on the Update button to update the

changes. Note that the Reviewers that have added the defects in the review cannot be de-

assigned.

Update Button to update the changes.


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Click on the Create New Round link to create a new round under the Review Item. The Screen for

creating the new round will be as follows

Select round here

to view round

Click to Edit the

selected round.

Click to Create a

New Round

Select Reviewers and

click on the Add button

to add reviewers to the

assigned list


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Select the Round Type and the Reviewers to be assigned and click on the Update button to update the

new round information. The new round will be created and also will be available in the round selection

dropdown for viewing the details.

Note: Author of the Item and Reviewer of the Round can be same for the Defect Detection Phases UT

Planning or Unit Testing only.

6.4. Adding, Resolving and Closure of the Defects.

Reviewer will have the access to add the defects under the round. When the reviewer enters

the Resolve, is navigated to the Resolve -> Defects Management page. The page is as

displayed in the below screen shot.

Select Round Type here


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The screen has the drop downs for the Project, Application, Release, Item and Round. Makethe required selection and click on the Get Data button. This will display all of the defects

added in the round irrespective of the reviewer who added the defects. The Reviewer can

only edit the defects that were added by him/her.After clicking on Get Data the screen will look as follows

Click on the Add defects button to add new defects. After clicking on the Add defects button

enter all the fields for the defect and click on the update link. Note that after selection ofclass is possible only after the selection of the “Defects Introduced In Phase” and selectionof Sub-Class is possible after selection of the Defect Class.

Click here to view Item Details

Click here to view Round Details

Click here to add

Click to Finish Adding


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After adding the defects the screen will be per below screen shot

Click on the “Finish Adding Defects” button to Finish Adding the Defects and the defects to

be visible to the Author to resolve.

Note - only after “Finish Adding Defects” is done the defects will be visible to the Author forResolution.

To view the Defects for which the follow up is done by the author, select the option Close/Reopen Defects on the screen. Select the Project, Application, Release, Item and Round and

click on the Get Data Button. The defect in the status as Deferred /Reopened/ Fixed will bedisplayed in the screen as follows.

Click here to edit Defects.

Click here to delete defects


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Click on the Edit link to Close/ Reopen defect. Post edit click the defect will open in editable

mode. The reviewer can select the defect status as Closed/Reopened and enter the sign offdate and click on the Update link to update the changes. Note the Sign off date is

mandatory only when the defect is being closed.

If the defect status was selected as closed the defect will no more be visible on the screen

of the Reviewer.

Select Defect status here

Select Sign off date here


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The Author of the Item can resolve the defects that are added by the Reviewer/s. When

entering the Resolve the author is by default directed to the Resolve -> Defects

Management page. The page will be displayed as follows

Select Project, Application, Release, Item and Round and click on the Get Data button. The

defects (in open / WIP / Deferred status) for the Selected round are displayed.

Click on the Edit Link to resolve the defect. The defect will be available for editing. Select

Defect Status, Follow up status, Follow up Date and Follow up description and click on theupdate link. The Defects that are in the Defect Status as WIP will stay with Author and the

Defects with the Status as Fixed will not be visible the Author and will be available to theReviewer for Closure. The defects with status as “Deferred” will be visible to both Author

and Reviewer.

6.5. Upload Defects facility for the Project Manager.

The access to upload the defect is with the Project Manager. To upload the defects navigate

to the page Resolve Upload Defects.


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Click on the download template link and download and save the template to the local machine. Enter

the defects to be uploaded in the template and save. Browse and select the template with the defects

and click on the Upload file button. The defects will get uploaded against the selected Project in the

project dropdown. The Project Manager will receive a mail with the status of the upload. If the upload

has failed then the user will have an attachment to the mail as the excel file that was uploaded by the

user with the cells highlighted which contains incorrect data.

Guidelines for using the excel Template

1.

After downloading the template.xlsm file ensure that you have enabled the Macros.

2.

Do not alter the extension of the file.

3.

Ensure that the Application Names and Release Names are entered correctly. Note that these

names are case sensitive i.e. release1 and Release1 are treated as two different releases.

4.

Ensure that the columns Defect Detection Phase, Defect Introduced in Phase, Defect Class and

Defect Sub Class are selected in the following order only. Changing the order of selection may

result in to incorrect data.

Defect Detection Phase --> Defect Introduced in Phase --> Defect Class --> Defect Sub Class

5.

The dates should be entered in the format dd/mm/yyyy as mentioned in the comments of

column headers.

6.

Defect count is restricted to 100. i.e. 100 defects can be uploaded in one go.

7.

Angular brackets (>


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7. Reports

7.1. Reports for Project Manager and Quality Consultant (QC)

The Reports are accessible to Project manager and QC. The project manager can view the Reports by

navigating to the page Reports Common Reports. The screen is as displayed in the below screen shot

The screen has the drop down list for the selection of the Project and Defect Status & list box for

Application and Releases.

Note - For the Application and Release List boxes the complete names of the Applications/ Releases are

displayed as the tool tips for the enlisted items.

Select the Project, Defect Status Application and Release and click on the Get Data button. The Report

will be displayed as in the below screen shot


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Click on the Export to Excel icon to export the report displayed on the screen to the Excel. On click the

report will get exported to excel as shown below.

Click here to export the report toexcel.


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Quality Consultant when the entering the Resolve is redirected to the Reports Common Reports page.

The reports page for the QC is as follows:-


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Select From Date, To Date, IBG and IBU and click on the Get Data button to get the report. The report

will be displayed on the screen as in the below screen shot.


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Click on the Export to Excel button to export the report to Excel. The Report will get exported to excel as

shown below.

Click here to export the report to

excel.


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8. DP Activity (Defect Prevention Activity)

Defect prevention module is used for analysing the defects in Resolve, determining, implementing and

tracking the corrective actions and sharing the lessons learned to avoid future defects.

8.1. Process Flow

Create DP

•Select Project

•Select Defects

•Provide 'DP Name', 'Source'

•Click "Save"

Create RootCause

•Select eligble "Defect Phase"

•Fill "Root Cause Description"•Fill "Root Cause Taxonomy"

•Fill "Target Value %'

•Click "Save"

Create ActionPlan

•Fill Action Plan "Description"

•Select "Responsible Person"

•Select "Status"

•Fill "Next Review Date"

•Click "Update" to Save Action Plan.

Publish DPActivity

•Review all Action Plan and Fill Remarks

•Fill Actual Value for each "Root Cause"

•Click "Update" to Save "Root Cause"

•Fill "DP Meeting Date", "DP Efforts in Person Days"

•Click "Save" and "Publish"


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8.2. Create DP Activity

User can select closed defects for the selected project, all the relevant closed defects which are

not covered in any other DP Activity will be displayed on screen for selection

Click here to create “DP Activity”


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User can select the defects in the same grid using checkboxes and fill the DP activity “Name” and

“Source” of DP activity as details and click on “Save”.

A success message will be displayed as “DP created successfully” and defects selected for DP will

disappear from the grid and they will not be available for other DP activity.


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8.3 Show DP Activity

User can view the “DP Activity” created under the particular project by selecting it from

dropdown on the same page.

User can click on the DP activity Name to enter RCA (Root cause analysis) and corresponding

action plan. “Progress Status” for DP Activity will be sequentially as 1. “Defect Selected” >> 2.

“RCA in Progress” >> 3. “Published Complete/Incomplete”

Default/Initial “Progress Status” for DP Activity will be as “Defect Selected”.


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8.4 Create “Root Cause” and “Action Plan”

Click on DP activity name to fill RCA details for DP. This grid will show the Defects logged

under a DP activity grouped according to the phase (Defect Introduced In),class and

subclass(these attributes were selected at the time to defect creation)

Every group will show total Defects under that group, number of defects with High, Medium

and Low severity.

Weightage assigned to High, Medium and Low severity defects is 5, 3 and 1 respectively.


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In above grid, there are few columns which are being auto calculate as per below logic:

Total

DefectsHigh Medium Low WT Defects % Defects

Cum %

Defect

Count

of

similar

defects

Count of

defects

for

which

severity

is high

Count of

defects

for which

severity is

medium

Count of

defects

for which

severity

is low

Count of

cumulative

weighted

Defects

"% Defects gets calculated as per

below formula:

( WT Defects / Total ( WT Defects ) ) * 100

Cumulativ

% of defe

Only those defects which are having “Cum % Defects” up to 80%, will be eligible for “Root Cause

Analysis” and “Action Plan”. Click on “Defects Introduced in” column value to fill RCA and action plan.


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User can select as many “Root Cause Taxonomy” for a single Root Cause, but he/she can create

Action Plan only up to 4.

Minimum 1 Action Plan is mandatory for one Root Cause.

Only one person can be selected in “Responsibility” for one “Action Plan”.


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User can click on update to save changes made for DP.


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Other details like DP meeting Date DP Efforts in Person days can be saved by Clicking on “Save” button.


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8.5 Publish DP Activity

User can Publish DP activity anytime but while publishing the “DP Activity” if any of its action

plan is having the status as incomplete then “Progress Status” for DP Activity will be as“Published Incomplete” and if all action plan are completed then “Progress Status” for DP

Activity will be as “Published Completed”. Thus, User can publish DP Activity without

completing the action plan.

No Changes/Modification/Deletion can be done in associated Item/Review/Defects after

creating a DP Activity.

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