Subject: | Add a configurable Task "Time allowed to complete" for each "Priority", "Group" and "Category" in Helpdesk |
Summary: | The current mechanism to determine if a case is overdue is dependant on a hardcoded value. We need to make this configurable. Design: - Add a User Defined Field in "Helpdesk Maintenance ~> Priority, Category and Group" as follows
- Field Name: TimeToComplete
- Description: Time allowed to complete this task in Hours. When this time exceeded, the case is considered overdue
- Default Values:
- Priority: High=4, Medium = 24, Low = 48
- Category: All values = 0
- Group: Support: 2, "System Issue" = 2, Services = 4, All others = 0
- The following changes need to be made:
- "View All Calls", "Project Tasks" and "Call Monitor" - Mark as RED when the time for a case is more than the sum of the Priority, Category and Group is exceeded
- Outstanding Alert notifications should also follow the "TimeToComplete" settings
- When a comment is added with no "Follow Up Date", calculate the "Next FollowUp Date" using the sum of this configuration
- Do not count Configured Public Holidays and Weekends in time calculation
- Add a new column on "View All Calls" called "Overdue". This is the hours the case is overdue by. When > 0, line needs to be RED. Show Zero when not overdue.
- The order of "View All Calls" should be:
- Priority (High on top - see display order of Priority)
- "Overdue" (Descending)
- Category, Group (see display order)
- Call Number (Ascending)
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Audit Notes: | Edited by sanjay on 29/10/19 16:51. Edited by alvis on 29/10/19 13:35. Edited by sanjay on 17/10/19 13:05. Edited by sanjay on 15/10/19 08:30. Edited by sanjay on 10/10/19 16:10. Edited by sanjay on 09/10/19 16:48. Edited by alvis on 19/09/19 14:32. Edited by sanjay on 13/09/19 12:24. |
13 Sep 2019 | 12:19PM Comment 1 by Sanjay (Link Technologies) Case 11728 added to project 11.00.BETA |
13 Sep 2019 | 12:19PM Comment 2 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 13-09-2019 12:19 PM Time Taken: 4.00 |
| Completed Design |
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19 Sep 2019 | 02:32PM Comment 3 by Alvis (Link Technologies) Case 11728 added to project 11.004.BETA |
24 Sep 2019 | 01:49PM Comment 4 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 24-09-2019 01:49 PM Time Taken: 6.00 |
| Development work for this case has been completed. The change will be available in version:11.004 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Added "Time To Complete" additional fields to "Category", "Group" and "Priority" maintenance
- Added "OverdueHours" column to "View All Calls" in procedure "LT_HEL_CallHeader_SEARCH"
- Marked the record as RED when "OverdueHours" > 0 in "View All Calls", "Project Tasks" and "Call Monitor"
- When a comment is added and "Next Followup Date" is not selected, the system automatically extends the "next followup date" by "Time To Complete" hours
- Changed the display order of "View All Calls" to
- Closed cases are at the end of the list
- Closed cases are sorted by call number
- Open cases are sorted by:
- Priority Display Order
- Overdue Hours Descending
- Category Display Order
- Group Display Order
- Logged Date
- Call Number
2. Affected Areas: - View All Calls
- Project Tasks
- Call Monitor
- Priority Maintenance - Additional field
- Category Maintenance - Additional Field
- Group Maintenance - Additional Field
3. The issue was caused by: - Change request
4. Notes: 5. Next Step: - Add Overdue Hours to "View All Calls" grid
- Assign case to development for UAT
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28 Sep 2019 | 11:59PM Comment 5 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 28-09-2019 11:59 PM Time Taken: 2.00 Notes: Edited by sanjay on 29/09/19 00:01. |
| Added columns to:- "View All Calls"
- "Project Tasks"
- "Call Monitor"
Please add "OverdueHours" to the procedure: LT_HEL_CallMonitor_Select and LT_HEL_ProjectTasks_SELECT |
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30 Sep 2019 | 03:09PM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-09-2019 03:09 PM Time Taken: 4.00 |
| Development work for this case has been completed. The change will be available in version:11.004 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Refactored helpdesk call select to use a common function
- Implemented the call select function on View All calls, Call monitor and project tasks
2. Affected Areas: - View All Calls
- Call Monitor
- Project Tasks
3. The issue was caused by: - Improvement
4. Notes: 5. Next Step: UAT |
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09 Oct 2019 | 04:48PM Comment 7 by Sanjay (Link Technologies) Case 11728 removed from project 11.004.BETA |
09 Oct 2019 | 04:48PM Comment 8 by Alvis (Link Technologies) Case 11728 added to project 11.004.BETA |
10 Oct 2019 | 01:07PM Comment 9 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 11-10-2019 01:07 PM Time Taken: 12.00 |
| Development work for this case has been completed. The change will be available in version:11.004 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Performance improvements to call search
- Changed comment entry to default "Next Followup Date" based on "priority, category and Group"~>"Time To Complete" configuration. Public holidays and weekends are added.
- Removed Last Comment date from "View All Calls" and "Call Monitor". This has been replaced with "Overdue"
- "Overdue" is calculated with the following rules:
- When the case is closed, overdue is 0
- When ETC is passed, overdue is calculated from ETC date
- When ETC is in future, overdue is calculated using "Next Followup Date"
- Color coding changed as follows:
- GREY - Case is CLOSED
- RED - ETC has passed
- ORANGE - Next followup date has passed
- BLACK - Case is RESOLVED
- GREEN - all other cases
2. Affected Areas: - View All Cases
- Call Monitor
- Project Tasks
3. The issue was caused by: - Improvement
4. Notes: 5. Next Step: UAT |
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10 Oct 2019 | 04:10PM Comment 10 by Sanjay (Link Technologies) Case 11728 removed from project 11.004.BETA |
10 Oct 2019 | 04:10PM Comment 11 by Alvis (Link Technologies) Case 11728 added to project 11.004.BETA |
15 Oct 2019 | 08:30AM Comment 12 by Sanjay (Link Technologies) Case 11728 removed from project 11.004.BETA |
15 Oct 2019 | 08:30AM Comment 13 by Sanjay (Link Technologies) Case 11728 added to project 11.004.BETA |
17 Oct 2019 | 01:05PM Comment 14 by Sanjay (Link Technologies) Case 11728 removed from project 11.004.BETA |
17 Oct 2019 | 01:05PM Comment 15 by Alvis (Link Technologies) Case 11728 added to project 11.004.BETA |
21 Oct 2019 | 10:35AM Comment 16 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 24-10-2019 09:04 AM Time Taken: 2.00 |
| QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues No | Test Description | Pass/Fail | 1 | Added "Time To Complete" additional fields to "Category", "Group" and "Priority" maintenance - Validate that "Time to Complete" values can be added and edited under "Category", "Priority" and "Group".
Set the hours as below | Pass | 2 | Marked the record as RED when "OverdueHours" > 0 in "View All Calls", "Project Tasks" and "Call Monitor"
| Pass | 3 | When a comment is added and "Next Followup Date" is not selected, the system automatically extends the "next followup date" by "Time To Complete" hours
| Fails Set the Time To Complete as below - Priority - Medium - 2 Hrs
- Category - ESS - 3 Hrs
- Group - Improvement - 5 Hours
- Total Hours - 10
Create a case with above settings. Comment on the case and not alter the "Followup Date".
System updates the next follow up date by 5 hours only. | 4 | - Closed cases are at the end of the list
- Closed cases are sorted by call number
| Pass | 5 | Open cases are sorted by:- Priority Display Order
- Overdue Hours Descending
- Category Display Order
- Group Display Order
- Logged Date
- Call Number
| Pass | 6 | Changed comment entry to default "Next Followup Date" based on "priority, category and Group"~>"Time To Complete" configuration. Public holidays and weekends are added.
| Fails Set the Time To Complete as below - Priority - Medium - 24 Hrs
- Category - ESS - 3 Hrs
- Group - Improvement - 4 Hours
- Total Hours - 31
Create a case with above settings. Comment on the case and verify the "Followup Date".
System calculates followup date as 22/10/2019 1.20PM Current time is 21/10/2019 10.20AM It does not accommodate the hours for "Group" | 7 | Removed Last Comment date from "View All Calls" and "Call Monitor". This has been replaced with "Overdue"
| Pass | 8 | "Overdue" is calculated with the following rules:- When the case is closed, overdue is 0
- When ETC is passed, overdue is calculated from ETC date
- When ETC is in future, overdue is calculated using "Next Followup Date"
| Pass | 9 | Color coding changed as follows:- GREY - Case is CLOSED
- RED - ETC has passed
- ORANGE - Next followup date has passed
- BLACK - Case is RESOLVED
- GREEN - all other cases
| A case is overdue by 1 day. User marks the case as "Resolved", without changing the "Followup Date". This case is still "RED" |
Environment Details - OS version: Windows Server 2012
- Application version: 11.4.1018
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-11-RASHNA
Next Step: - Review
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29 Oct 2019 | 01:39PM Comment 17 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 30-10-2019 01:35 PM Time Taken: 1.00 |
| Development work for this case has been completed. The change will be available in version:11.4.1029 1. The following changes were made(Include Database object names, Program classes and any other relevant information): - Corrected the "time to complete" computation for "Group" setup
2. Affected Areas: - Helpdesk Comment entry
3. The issue was caused by: - An incorrect module name was used to compute "Time to Complete" additional field.
4. Notes: For colour coding, the following order is used: - GREY - Case is CLOSED
- RED - ETC has passed
- ORANGE - Next followup date has passed
- BLACK - Case is RESOLVED
- GREEN - all other cases
Resolved cases that are overdue will be displayed as RED. 5. Next Step: UAT |
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30 Oct 2019 | 09:35AM Comment 18 by Rashna (Edge Business Solutions) Assigned To: Rashna (Edge Business Solutions) Followup Date: 31-10-2019 09:18 AM Time Taken: 1.00 |
| QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues No | Test Description | Pass/Fail | 1 | When a comment is added and "Next Followup Date" is not selected, the system automatically extends the "next followup date" by "Time To Complete" hours Set the Time To Complete as below - Priority - Medium - 2 Hrs
- Category - ESS - 3 Hrs
- Group - Improvement - 5 Hours
- Total Hours - 10
Create a case with above settings. Comment on the case and not alter the "Followup Date". Follow up date should be 7.30pm | Pass | 2 | Changed comment entry to default "Next Followup Date" based on "priority, category and Group"~>"Time To Complete" configuration. Public holidays and weekends are added. Set the Time To Complete as below - Priority - Medium - 2 Hrs
- Category - ESS - 3 Hrs
- Group - Improvement - 5 Hours
- Total Hours - 10
Create a case with above settings. Comment on the case and not alter the "Followup Date".Follow up date should be 7.30pm | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 11.4.1029
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT-DEMO-11-RASHNA
Next Step: - Documentation
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30 Oct 2019 | 09:39AM Comment 19 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 31-10-2019 09:35 AM |
| Added to documentation |
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04 Dec 2019 | 09:25AM Comment 20 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 05-12-2019 09:07 AM Time Taken: 1.00 |
| Hi Sanjay, Documentation has been updated at - "Linkweb Application Portal - Helpdesk - Helpdesk Maintenance - Priority"
- "Linkweb Application Portal - Helpdesk - Helpdesk Maintenance - Category "
- "Linkweb Application Portal - Helpdesk - Helpdesk Maintenance - Group "
Thanks Rashna |
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