The document provides an overview of Jira, an issue tracking and project management tool used for managing various types of project issues throughout their life cycle. It outlines Jira's functionalities, user roles, and the process for obtaining access, as well as details on issue categorization and management. Furthermore, it highlights the benefits of using Jira for effective project status tracking and collaboration across teams.

1. Quality Assurance /
Software Testing Training
Defect Management tool - JIRA

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Agenda
• What Exactly is JIRA?
• JIRA as an Issue Tracker
• JIRA as a Project Management Tool
• JIRA Roles
• JIRA Request Format
• JIRA Workflow Model
• General JIRA Structure
• Browsing Project issues
• Created vs Resolved issue Report
• JIRA Help

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JIRA

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Objectives
• To obtain a basic understanding of JIRA and the needs it fulfills
• To understand what JIRA is currently used for
• To gain basic operational knowledge of JIRA’s use and feature set
• Know where to go for further information and help

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What Needs Do We Have?
• Precisely and conveniently capture a project’s problems
• Robust tracking of issues to know when we are “done” with a project
• Collect project status, history and metrics
• Easily share this information across globally
• Doing all of this (and the other needs not listed) easily

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What Exactly is JIRA?
JIRA is an issue tracking and project management application

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JIRA as an Issue Tracker
• Manage ALL Issues, not just software/firmware bugs
• Manage Electrical, Mechanical, Packaging, Documentation and other issues
throughout the NPD life cycle across single or multiple projects
• Manage versions of software/firmware products
• Track all phases of issues (creation, investigation, resolution, verification,
closure…)
• Easily understood user interface
• Easily extensible

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JIRA as a Project Management Tool
• Access a project’s real time statistics with regard to issues
• Highly configurable reporting and graphing capabilities
• Track all aspects of project issues from any level across single or multiple
projects
• Easily understood user interface

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JIRA Login for first-time users
• Access JIRA via the link….
• http://amsdftwkg/secure/Dashboard.jspa
• At the Login screen, select Sign-up for an account
• Enter
• User name (use Lotus Notes short name, all lower case)
• Password (does not have to be the same as Notes, but may be)
• Confirm password (one more time)
• Full name
• Email (important to use email address)
• At the sign-up acknowledgement screen, choose Click here to Log In
• Enter your user name and password to log in
• You now have access to all projects and can view all issues. However, you
can not enter issues, nor can you change the status of any issues or edit
them in any way. Those rights are reserved for specific user “roles” which
can only be assigned by the JIRA Administrators. Requests for those must
be submitted through the CM database.

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New User Sign-up Screen

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JIRA Login Screen

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Successful Sign-up Acknowledgement

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JIRA Roles
Roles and additional rights
Project Manager – Can enter, assign and reopen issues
(cannot close out issues)
Developer/Engineer – Can enter, assign and resolve issues
(cannot close out issues)
QA – Can enter, assign, reopen and close out issues
(does not typically resolve issues although possible)
Read Only – Can view issues only

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Requesting JIRA access from CM
• CM Request Database is located on Catfish & Musky
• All JIRA requests are processed via this database
• To gain user access to JIRA – you need to enter a request
• There is a specific format to the request that will facilitate the creation of
your account and eliminate delays and additional questions…
• There is also a procedure for requesting the creation of a new project file or
changes to an existing one, but those are specific to PMs and QA users.
These procedures are being refined and will be covered in training that
targets these groups directly.

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JIRA Request Format
• At the CM Request database, choose the Create tab pulldown and select
Master Request Form
• At the next screen, select Configuration Request
• At the Configuration Request form, enter:
• Date & Requestor are auto-filled
• Date Needed By defaults to approx. 3 weeks from current date, overwrite if
required date is different
• Description of Problem should be entered in the format - JIRA: Add (user
name) as a (role) user.
• User name is the Notes shortname that you used to setup your accoun
• Role is the position or function you perform from the list (only one role per
person). If you are not a PM or a member of QA, you should request to be
added as a Developer. If you do not designate a role, it will default to Read
Only.
• Directly below the Total Weighted Score is a field for additional comments.
Enter any special cases or relevant information that is important to processing
this request
• Nothing else on this form should be completed
• Under the File tab in the upper left corner, select Save to submit the request to
CM

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Select “Configuration Request”

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Enter Information Into Request

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Now that you have access… what can you do?
• Depending on your role, there are several things you can do within JIRA
• Everyone can customize the look and feel of JIRA to suit their individual
needs and tastes
• Everyone can view the status of issues on a particular project or group
of projects
• Everyone can look at the specifics of a particular issue and view the
progress of it’s resolution
• Everyone can write and save custom filters to limit the range of projects
or issues that are visible
• Project Managers, QA and Dev/Eng can enter new issues
• Project Managers, QA and Dev/Eng can assign issues to other
individuals, depending on their authority on certain projects
• Project Managers, QA and Dev/Eng can resolve/reopen issues
• Only QA members can close out issues based upon verification testing
and/or substantiating documentation

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JIRA Workflow Model

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General JIRA Structure
• At the top level, all issues entered into JIRA are currently categorized into one of 9
issue types
• SW/FW Bug
• Electrical
• Mechanical
• Packaging
• Documentation
• Unknown
• Improvement
• New Feature
• Task
• NOTE: Currently all issue types include the same fields… future changes will
customize the fields for each issue type.
• All issues, regardless of type, are entered and managed within the project files that
have been created. Project files are created by CM based on input from the PM or
QA.
• Within each project, the PM has the option to further sub-divide the project into
smaller, logical pieces. These can be based upon the type of effort required, the
physical sub-systems within the product, the geographical location of the
development teams or any other logical way he wishes to segment the project.
Typical “components” might be:

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Project Overview Example

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Issue Detail Example

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Searching for Issue

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Browsing Project issues

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Created vs Resolved issue Report

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JIRA Help
How to get help
JIRA documentation is located at:
https://confluence.atlassian.com/display/JIRA051/JIRA+Documentation

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Thank You