Defect Tracker Tips and Tricks
 
  Feb 2003 - Pragmatic Software Newsletters 
 

Software Quality Assurance

If your company delivers software solutions, your reputation relies on delivering software solutions that are delivered to specification, on-time and on-budget.  According to the Standish Group, only 16% of projects are delivered on-time and on-budget.  A staggering 31% of projects are cancelled before they ever get started. Defect Tracker (www.DefectTracker.com), combined with solid project management techniques, can significantly increase your chances of delivering solutions on-time and on-budget. 

Based on popular demand, our team put together some demonstrations for getting the most out of Defect Tracker. Below are some frequently requested tips and tricks:

To see newsletters from prior months, click here.  

NOTE: The demos below are best viewed in 1024 x 768 resolution.

Demonstration Narrative Demonstration
Collecting Customer Requirements
Customer requirements are the key to quality software development. We refer to customer requirements as functional specifications.  Functional specifications explain the features that will be shipped with the product. It can also be used as a change control tool once you have released your product to production, allowing you to communicate new features as well as estimates to your team members and clients.  When functional specifications, we recommend numbering your requirements in a hierarchical way so that related requirements are grouped together.



 

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Setting up Test Cases
Test Cases are crucial for delivering quality software.  Test Cases explain all the items that will be tested in the product.  Test Cases are normally written for items that appear in your Functional Specification, so you can use Defect Tracker to tie each Test Case back to the Functional Specification item.   You can also use the Test Case area to keep track of which Test Cases have passed and failed.  This will allow you to quickly produce status reports for an overall status.

 

 

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Tracking Defects
Defects allow you to track bugs during the software testing process. You can use Defect Tracker to assign these bugs to your team members. Once they are assigned, the team members can use Defect Tracker to enter their progress. Once resolved, they can enter resolution information directly into Defect Tracker.

 

 

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Using the Fast Edit Feature
Fast Edit allows you to quickly update, clone, or delete items. If you have more than one project, it also allows you to copy or move items from one project to another. If you have security access to update items, you will notice a button named Fast Edit at the top of many listing screens.

 

 

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Sharing Documents
Shared documents allow your team to collaborate by posting documents and allowing others to view them. For example, you may want to post your project plan so that everyone can see the deliverables and percentage complete. You may also want to post weekly status reports, meeting minutes, action items, or anything else that others may want to see.

Shared documents use a folder metaphor. This simply means that you can store your documents in folders. You can also create additional folders (and subfolders) as you desire. Your security administrator has the ability to secure folders so that only certain people can view or add documents to them. You can create public or private folders. By default, all team members are given full access to public folders, and the security administrator can further define the security rights for the folder. On the other hand, the default for private folders is to give access only to the creator of the folder. The security administrator can change that by giving others access as well.

 

 

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Importing Data
You can easily import information into Defect Tracker. This can be used to migrate your data from another product or to move data from project to project within Defect Tracker.

 

 

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Exporting Data to a Spreadsheet
You can easily export data to a spreadsheet.

 

 

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Searching and Sorting
Using Defect Tracker, you can search and sort your lists very easily.

 

 

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Reporting
Defect Tracker has very flexible reporting features.  You can run standard reports, ad-hoc summary, and ad-hoc detail reports.  You can also view administrative and billing reports on-line.

 

 

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Configuring Defect Tracker - Choice Lists
Choice Lists are the magic of the system.  They allow you to easily tailor Defect Tracker to your needs by allowing you to specify the values that appear in the drop down lists throughout the system.  If you have security authority, you can change choice lists as you desire.

 

 

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Configuring Defect Tracker - Screen Layouts and Custom Fields
You can control the layout of your screens (positioning, default values upon adding new records, the fields that appear on the screen, etc.). Each project can have different screen layouts, making this very flexible in laying out your screens.

 

 

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Configuring Defect Tracker - Bulletins
You can communicate with the other users via our bulletins.  You can set company wide and project level bulletins.

 

 

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Configuring Defect Tracker - Adding your Logo
To personalize Defect Tracker, you can add your company logo to the home page.

 

 

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Configuring Defect Tracker - Security Maintenance
Adding users to Defect Tracker is a simple process.  You can specify various levels of security authority for each user.  You can also manage security with security groups.  There are several helpful security reports to help you manage all your user access.

 

 

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Your Inbox
Your inbox is like a 'tickler', as it provides one convenient place to see all the items that are your plate (items assigned to you). Your inbox will contain all functional specifications, test cases, and defects that are assigned to you.

 

 

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Getting Help
Help is just a click away.  You can get screen level help, access the tutorial, or view the entire user's guide.

 

 

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Support Manager add-on
Defect Tracker has the capability of tracking help desk and support trouble tickets.  This optional add-on allows your customers to submit support issues directly from your web site.  You can modify Support Manager's HTML to match the look-and-feel of  your web site.  The price of Support Manager is a one-time fee of $299.  We offer a 30-day money back guarantee. 

 

 

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The Enterprise Solution
For clients that want the added flexibility of either hosting their own solution on their servers or customizing the product to their exact needs, we offer the Enterprise Solution.  With the enterprise solution, you purchase the license to use the software as a one-time charge.  This option allows the most flexibility, as we brand the product to your organization with your own logo, allowing you to choose the name of the product, the color scheme, and the features you wish to have in the product (up to 8 features are included in the Enterprise Solution, other features are available for an additional cost).  With the Enterprise Solution, you receive a "control panel" that allows you to change the look and feel of the product and extend the features of the product by adding new items to the table of contents.  For example, you can use it as an extranet and integrate your own features directly into the product and use our COM Objects to extend our functionality. You can use our flexible security model to secure features you add to the product. If you host the product, you can create custom reports with any standard report writer (Crystal Reports, HTML, etc.). 

 

 

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Free Templates
Pragmatic Software offers free templates for software development.  These templates cover all areas of the lifecycle, from the planning to production phases. 
Templates for the Iterative Software Lifecycle


 

Pragmatic Software Co., Inc.
383 Inverness Parkway
Suite 280
Englewood, CO 80112

 

Phone: 303.768.7480
Fax: 303.768.7481
Web site:
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