User Manual - CCL Software Co. Limited
Contents
1. Features e Extremely Reliable Cloud server with unlimited storage e Web Interface for 1 Login Logout 2 Create self defined Issue template 3 Add Edit Company Members Template Project 4 Search Issues 5 Report generation to reports in excel format e Report Generation and download to PC terminal automatically Operations The CCLSoft Integrated Service Portal login page is as below Copyright c 2011 CCL Software Co Limited 2 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 Login to CCLSoft ISPortal Administrators are required to login to the system with the correct user name and password After successfully login to the ISPortal the main screen will come out as below CLSoft Integrated Service Portal Company CCL So Co 08 07 i Copyright c 2011 CCL Software Co Limited 3 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 The SPortal will display all the subscribed services of the user Selecting the Issue Tracking System will enter the Issue Tracking System as shown below ITS Issue Tracking System Project Customer Login Charles Liu Date 14 07 2011 Copyright c 2011 CCL Software Co Limited The main screen will divide into 3 main parts They are the user description at the top of the screen the function menu bar under this User Description The user description will include the user name the date of login ITS Issue Track2. Text input type will allow the user to input text e g problem description The selection type will allow the user to pick one option from the list in the form of selection list A Component can be created by Setup gt Template gt Create New Component Lee ITS Issue Tracking System Project Customer Login Peter Pan Date 14 07 2011 Setup Project SPortal e Create New Template Create Component e Edit Template e Create New Component e Edit Component Component Name gt Component Type User can input the component name select the corresponding component type and then press Create The created component will then display on the Edit Component Screen ITS Iss Project Customer Setup Project lSPortal e Create New Template e Edit Template e Create New Component e Edit Component By clicking the component link user can edit the component details Copyright c 2011 CCL Software Co Limited 7 Issue Tracking System V1 0 Administrative User Manual 15t July 2011 ITS Issue Tracking System Project Customer Login Peter Pan e Create New Template e Edit Template e Create New Component e Edit Component As explained before a component can either be a pure text input box or a selection list User can specify that For pure text input type just click the radio button and enter the number of columns of the input field For Selection list type user can select the sel
3. Fl info cclsoft com Copyright c 2011 CCL Software Co Limited 14
4. Team Company e Customer A Add Team or Company e Project e Vendor A e Account e Edit Team Company e Add Member Company Address e Edit Member e Create Member Type Submit The creation of the company account is very simple Just require to type in the company name and the reference address Once created the company name will be listed in the company list User may edit the company record by clicking the company link or selecting the Edit Team Company link C Create New Member In order to post or maintain the issues of the project member accounts are required Each party may have a few members responsible for the project In order to create member accounts just simply Setup gt Account gt Add Member ITS Issue Tracking System Project Customer Login Peter Pan Date 14 0 Setup Project J SPortal e Template Add Team Company e Mary Li Add Member e Project e Account e Edit Team Company Full Name e Add Member User Name e Edit Member angah Email e Create Member Type Company Customer A B Submit Copyright c 2011 CCL Software Co Limited 10 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 Full Name Login name Login password email address and the corresponding company account data are required to enter Press Submit button to create The created account will be displayed on the member list If the user wants to edit the member account informatio
5. Issue Tracking System V1 0 Administrative User Manual 15 July 2011 Issue Tracking System ITS Administrative User Manual CCL Software Co Limited J BH EE aA BEL ZS T info cclsoft com 15 July 2011 Copyright c 2011 CCL Software Co Limited 1 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 Introduction Issue Tracking is a very important task of modern project management process For tons of outstanding issues in company projects it is very challenging for the project managers to update or to report the project progress within a very short time Being a project leader having an updated project issue list is critical Traditional way of handling the outstanding issues is to put them into a single spreadsheet e g Excel and then maintained the issues status by project manager himself The drawback is that the project manager may spend lots of time to discuss with the involved members and update the issues one by one which is extremely time and resource consuming The ITS Issue Tracking System developed by CCL Software Co Limited is a web based project management tool that can help the companies to consolidate all the outstanding issues from various project parties as well as to provide a common platform to the project members to update the issue status The configurable issue template can fit for various project nature project manager style as well as to fit for various company process flow
6. ate Create Issue Template e Project e Account e Edit Template Create New Component Edit Component Template Name Create User can input the name of the template and press create button The newly created template will be shown in the Edit Template screen ITS Issue Tracking System Project Customer Login Peter Par Setup Project J SPortal e Template e Create New Template e template 1 e Project e Account e Edit Template Create New Component Edit Component By selecting the template name the template edit screen will be shown Each template will include 5 main component categories They are Issue Description Issue Severity Issue Location Issue Status Issue Comment ot ee e a The components will fit into these five different component categories The Issue Description is defined as the basic text description of the issue The Issue Severity is defined as the level of importance of the Issue to the project The Issue Location is defined as the area that directly related to this Issue The Issue Status is defined as the way to present the current situation of the issue The Issue Comment is defined as the remark or supplement to the issue B Component Copyright c 2011 CCL Software Co Limited 6 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 A template is constructed by components ITS will provide two types of components They are the text input type and selection type
7. ection type radio button and then enter the number of options ITS Issue Tracking System Project Customer Login Peter Pan Date 14 07 2011 Setup Project lSPortal e Create New Template e Edit Template e Create New Component e Edit Component Once the number of options has been entered user need to type in the option value e g Priority Component totally 3 options High Medium Low Press submit button to confirm the changes C Add Component into Template The component can be added to the template by pressing Setup gt Template gt Edit Template Select the template in the template list e g template_1 ITS Issue Tracking System Project Customer Login Peter Pan Setup Project SPortal e Create New Template e Edit Template e Create New Component e Edit Component Copyright c 2011 CCL Software Co Limited 8 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 In each of the component category box there will have an icon next to the tag Pressing icon will display the available components including the one just created ITS Issue Tracking System Login Peter Pan Date 14 07 2011 Description O template 1 Rank O By selecting the radio button of the available component and then press the confirm button the component will then be added to the category Project Concept A project consists of three important entities They a
8. ing System Login Peter Pan Date 14 07 2011 Function Menu Bar Project Customer Setup Project SPortal The function menu provides short keys to access various administrative functions of the ITS They include the following functions Copyright c 2011 CCL Software Co Limited Issue Tracking System V1 0 Administrative User Manual 15 July 2011 ITS System Setup Basic Issue Structure configuration menu AddTeam Company Create Member Type D Issue User mode only Not Admin mode List all available projects Show Issue _ Add Issue Modify Issue IsPortal o Return to SPortal Issue Concept A Template Template is the basic structure of formulating an Issue A template will include a list of components Different components will have different characteristics such as a Selection list a pure text input etc Components will include a number of Options for user selection Each project will bind to a fixed template That means the project will be described by a list of Issues that follows the structure defined by the selected template Copyright c 2011 CCL Software Co Limited 5 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 A template can be created by Setup gt Template gt Create New Template ITS Issue Tracking System Project Customer Login Peter Pan I Setup Project SPortal e Template e Create New Templ
9. n user may click the member in the list and the Edit Member screen will come out ITS Issue Tracking System Project Customer Login Peter Pan Dat seo et eea Edit Member Full Name Mary Li e Add Team Company User Info e Edit Team Company e Add Member User Name maryli e Edit Member Password sesse s e Create Member Type Company D Create Member Type In order to better define the nature of each member in the project we may require creating member type By clicking the Setup gt Account gt Create Member Type the following screen will be displayed ITS Issue Tracking System Project Customer Login Peter Pan Setup Project ISPortal e Add Team Company Create Member Type User Type Into _ _ Aa Edit Team Company TypeName e Add Member e Edit Member x e Create Member Type User can define different user types for supporting the project Copyright c 2011 CCL Software Co Limited 11 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 E Add Companies and Members to Project Project must include some members or companies A reasonable ITS system should be able to define this Below is the ITS project setup screen Setup gt Project gt Edit Project gt Select Project ITS Issue Tracking System roject Customer Login Peter Pan Date Setup Project SPortal Edit Project Project Into Projec
10. re Customer Supporting Companies teams and the Supporting Members Customer The owner or customer of the project Supporting All Parties that working on the same project Companies Supporting All Members who are involved in the project registered in the Members ITS A Create Project An ITS project can be created by Setup gt Project gt Create New Project ITS Issue Tracking System Project Customer Login Peter Pan Date 14 i Setup Project ISPortal e Template Create New Project e Project A Create Project e Project Project info e Account e Edit Project Project Name Customer New Customer A B Copyright c 2011 CCL Software Co Limited 9 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 In the Create Project screen user is required to input the Project Name and to select the customer You may pick the customer company from the selection list If the customer is new then you can create a new one by clicking the new icon By pressing the Create button the new project will be created and it will be displayed on the project list B Create New Company Team No matter the party is a customer or support vendor they are also defined as a Team or a Company So user will require creating accounts for them Setup gt Account gt Add Team Company Nea ITS Issue Tracking System Project Customer Login Peter Pan Setup Project SPortal e se e Add
11. st Next to the company name is a member icon User can add members under this company Project Info Project Name project A Customer New Customer A Update Project Info A re a Project Team e Vendor A member Mary Li f type KA U n Customer A member Add To After successfully adding a member a invitation email will be sent automatically to the added member to notify him how to access the ITS The email will include the Project A Customer name user password and login name Dear Mary Li You are invited by Customer A to join the ITS Issue Tracking system for the following project Project Name Project A You can access the ITS through the following URL URL https cclsoft secure omnis com its login html with the following login info Login maryli Password XXXXX Copyright c 2011 CCL Software Co Limited 13 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 ISPortal If the user wants to switch to use other applications other than ITS he can simply select the ISPortal option to go back to the SPortal screen for other applications selection Further Development ITS is flexible to customize for various customer needs A number of features will be added to strengthen the usability For those who are interested to this system please feel free to contact us Contact CCL Software Co Limited RR EER FEET BE
12. t Name Project A Project Team Vendor A member o Mary Li f type e Create New Project e Edit Project Template Template Select Template The Edit Project screen will include 3 parts They are the Project Info Project Team and Template For the Template section please select the desired template e g template_1 as an example and then press Select Template button to confirm Note need to do this once otherwise the template setting for the project will not take effect For the Project Team section there is a icon next to the label Press icon will trigger the support team selection ITS Issue FOS Issue Tracking System 8 System SS aa EAA Customer Login Peter Pan Date 15 07 2 Setup E Create New Project roject A Edit Project Project Info o Edit Project Project Name Project A Customer New CustomerA E p Customer A Nendo Template Template templatel 1 SE Select Template Copyright c 2011 CCL Software Co Limited 12 Issue Tracking System V1 0 Administrative User Manual 15 July 2011 Select the right support company and then press Add To button to confirm Reid Customer New Customer A L Update Project Info O Te Leeann anann Project Team Vendor A member Mary Li type Customer A member Add To The company will then add to the li
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