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Slide 1: ST->RT Project

Project members

  • Daniel Allen (project manager), Fraser Gunn, Lawrence Folland, Robyn Landers, Jim Johnston, and Lori Suess
  • Plus Lisa Tomalty (IST manager), Jennifer Kier, and Jeff Voskamp

Slide 2: Project Motivation

  • Inter-operation with rest of campus
  • Maintainability/adding features to ST
  • Useful features of RT 4.4

Slide 3: Project Timeline

When What
Spring 2016 Survey CSCF/MFCF and report on critical and important features
Fall 2016 Feasibility; monthly meetings with IST; making design decisions
Winter 2017 Further design and implementation
* Alpha version: now (project members and volunteers)
* Beta version: early April, with live site/data.

Slide 4: A Few Useful Features of RT 4.4

  • Dashboards and custom searches > Runon Sentence
  • Gantt chart
  • Automated creation of standard jobs
  • Automated reminders

Slide 5: Dashboards and custom searches

RT_Custom_Search_page.png

Slide 6: Gantt chart

Slide 7: Automated creation of standard jobs

  • Extremely flexible coding via "scrips"
  • We could do something like:
    • "When I create a ticket with the subject 'Purchase [...]', automatically create a dependency ticket with the subject 'Barcode [...]'"
  • Automatic action we don't need to add because it's built in: "Admin-CC my manager" (Managers are Admin-CC on their queue)

Slide 8: Automated email reminders

  • Automated email reminders of upcoming due dates
  • Automated pushing due dates (for any search terms) to your calendar via iCal

Slide 9: Feasibility: no deal killers

Biggest problems:
  1. change in process: only one Owner, and no "Responsible" field
  2. Can't auto create arbitrary titled dependencies at one time
  3. Some changes in workflow
Questions:
  1. What happens to ST?
  2. ...

Slide 10: Implementation: Fixing problems

1) change in process: only one Owner, and no "Responsible" field built in
  • In RT, "Owner" is the person responsible for resolving the ticket, replying to client.
    • No multi-value "Responsible" list, with a "First Responsible"...
  • Solution: adding a role, "Supporters".

Slide 11: Custom Role

ST RT RASI
Owner Owner Responsible
Other owners N/A Supporting
Responsible N/A Accountable
Admin CC Admin CC Informed
Requester Requester  
CC CC  

Slide 12: Implementation: Fixing problems

2) Can't auto create arbitrary titled dependencies at one time
  • We can write code to do this
  • And there is a request from Best Practical to contribute modules back, to potentially become maintained by them!

Slide 13: Implementation: Fixing problems

3) Workflow changes
  • Many simplifications (removing fields CSCF management no longer cares about)
    • eg., Service/Component/Advancement
  • Jennifer Kier/Lisa Tomalty will offer training on RT
  • As we discover workflow changes needing fixing, we could make additional changes to RT as needed

Slide 14: Questions

What happens to ST?
  • It will be kept running for historical lookups
  • Not going to import all of ST- and Management wants to reduce our open items.
    • What happens to open ST items in May: no updates, or allow updates to close over the term?

Other questions?

Q&A

Lawrence, Fraser, Robyn and I answered a batch of questions (not recorded), and the following are ones that I responded "let me look that up and get back to you."

  • parameterized search: can we make a box that accepts input to search for, in a particular parameter? (Adrian, ?).

  • does a person have a "default queue" which can be set, so new items (and searches?) default to it? (Lori)

  • There are pieces of ST in rt-math-1 that will need triage/deciding whether to keep/toss. (Adrian).

  • Do we want to set a CSCF default RT user, so we don't have to worry about changing it? (Mike)
    • could be useful concept for adding a default (adminCC) when sending something outside of CSCF?

  • what will the training look like? 1 day? a few hours? (Lori)

  • can MS Project import or export for RT? (Dave)
    • RT can export as .csv / MS excel.
    • I don't find an open-source module add-on for importing from MS Project.

  • how many CSCF people in the room use the batch-creator at all? 15.
  • how many would ideally like it available from the get-go in April? 8
    • Dave: once a fiscal year, kicks off 50-60 items
    • Dan renovating a lab, will create 30 or so.
    • see ST#109169 for follow-up.

  • can RT link to each transaction on an item, eg,. on a particular date and time on that item? (Lori)
    • yes; the hashtag link is visible on the left-hand side of the page.

-- DanielAllen - 2017-02-07

Topic attachments
I Attachment History Action Size Date Who Comment
PNGpng RT_Custom_Search_page.png r1 manage 136.0 K 2017-02-15 - 11:35 DanielAllen RT Custom Search
PNGpng RT_Gantt_Chart_for_RT_Project.png r2 r1 manage 150.1 K 2017-02-15 - 17:02 DanielAllen RT Gantt Chart
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Topic revision: r8 - 2017-02-21 - FraserGunn
 
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