PC SOFT

ONLINE HELP
FOR WINDEV, WEBDEV AND WINDEV MOBILE

Home | Sign in | English US
  • Overview
  • Managing spools of requests
  • Creating a spool of requests
  • Modifying the characteristics of a spool of requests
  • Modifying the access rights for a spool of requests
  • Managing the requests found in a spool
WINDEV
WindowsLinuxUniversal Windows 10 AppJavaReports and QueriesUser code (UMC)
WEBDEV
WindowsLinuxPHPWEBDEV - Browser code
WINDEV Mobile
AndroidAndroid Widget iPhone/iPadApple WatchUniversal Windows 10 AppWindows Mobile
Others
Stored procedures
Overview
The Project Monitoring Center is used to define spools of requests. A spool of requests corresponds to a list of requests not associated with projects. These requests can be incidents or suggestions sent by the users of the application.
Example for using a spool of requests:
Example for using a spool of requests
The requests are created by different methods:
  • the "Feedback" component supplied with WINDEV. The end users send their requests.
  • the Project Monitoring Center: you have the ability to create a new request and to assign it to a spool.
Note: A working project and a spool of requests are automatically created when the "Suggestions, problems..." option of ? menu is included in the WINDEV application. This working project and this spool of requests are automatically associated with the WINDEV application.
Managing spools of requests

Creating a spool of requests

To create a spool of requests:
  1. Select "Management .. Management of spools .. List of spools".
  2. Click the "New" button. The wizard for creating a new spool of requests starts. Go to the next step.
  3. Type the requested information:
    • the spool name: This name will be used to identify the spool in the different Control Centers.
    • the spool icon: This icon is used to represent the spool.
    • the comments: Spool description.
    • the rights on the spool (rights to add new requests to the spool, rights to modify the tasks) and the access rights granted to the contributors.
    • the customizable columns: These columns are used to enter additional information specific to the spool.
To create a spool of requests:
  1. Display a "Requests" tab in the Project Monitoring Center (or create a new "Requests" tab if necessary).
  2. In the ribbon, in the "Management" group, click "Spools".
    Managing the spools
  3. Click the "New" button. The wizard for creating a new spool of requests starts. Go to the next step.
  4. Type the requested information:
    • the spool name: This name will be used to identify the spool in the different Control Centers.
    • the spool icon: This icon is used to represent the spool.
    • the comments: Spool description.
    • the rights on the spool (rights to add new requests to the spool, rights to modify the tasks) and the access rights granted to the contributors.
    • the customizable columns: These columns are used to enter additional information specific to the spool.

Modifying the characteristics of a spool of requests

To modify the characteristics of a spool of requests:
  1. Select "Management .. Management of spools .. List of spools".
  2. Select the requested spool.
  3. Click the "See/Modify" button.
  4. Modify the requested information:
    • the spool name: This name will be used to identify the spool in the different Control Centers.
    • the spool category: Enabled or archived. Used to classify the spools of requests.
    • the customizable columns: These columns are used to enter additional information specific to the spool.
    • the email parameters: Characteristics of email account used to receive the suggestions and the incidents (when using the "Suggestions, incidents..." option of ? menu for example).
    • the spool icon: This icon is used to represent the spool.
    • the comments: Spool description.
  5. Validate.
To modify the characteristics of a spool of requests:
  1. Display a "Requests" tab in the Project Monitoring Center (or create a new "Requests" tab if necessary).
  2. In the "Management" group, click "Spools".
  3. Select the requested spool.
  4. Click the "See/Modify" button.
  5. Modify the requested information:
    • the spool name: This name will be used to identify the spool in the different Control Centers.
    • the spool status: "Enabled" or "Archived". Used to classify the spools of requests.
    • the configurable columns: These columns are used to enter additional information specific to the spool.
    • the spool icon: This icon is used to represent the spool.
    • the comments: Spool description.
    • the parameters of email account: Characteristics of the email account used to receive the suggestions and the incidents (when using the "Suggestions, incidents..." option of ? menu for example).
  6. Validate.
Note: The status of selected spool can also be modified by clicking the "Archive" or "Restore" button.

Modifying the access rights for a spool of requests

To modify the access rights for a spool of requests:
  1. Select "Management .. Management of spools".
  2. Select the requested spool.
  3. Click the "Access rights" button.
  4. Modify the access rights for the teams or for the contributors by checking in the corresponding columns:
    • Modification: rights to assign a request found in the spool to a contributor.
    • Addition: rights to add a new request to the spool.
    • View: rights to view all the requests found in the spool.
    • Management: rights to modify the spool characteristics and the access rights.
  5. To add contributors or teams of contributors, click the "Choose" button.
  6. Validate.
To modify the access rights for a spool of requests:
  1. Display a "Requests" tab in the Project Monitoring Center (or create a new "Requests" tab if necessary).
  2. In the "Management" group, click "Spools".
  3. Select the requested spool.
  4. Click the "Access rights" button.
  5. Modify the access rights for the teams or for the contributors by checking in the corresponding columns:
    • Modification: rights to assign a request found in the spool to a contributor.
    • Addition: rights to add a new request to the spool.
    • View: rights to view all the requests found in the spool.
    • Management: rights to modify the spool characteristics and the access rights.
  6. To add contributors or teams of contributors, click the "Choose" button.
  7. Validate.
Managing the requests found in a spool
To view all the requests found in a spool, select "Management .. Managing the spools .. Monitoring the requests". The window that opens is used to process the requests that have been made to the current contributor.
This window is used to:
  • perform a search in the requests of the selected spool.
  • add a request, Add a request button. The request can be directly assigned to a contributor or to a team.
  • refuse a request, Refuse a request button. To view the rejected requests, check "Canceled".
  • transform a request into task, Transform a request into task button or Drag and Drop the request to the task list.
  • link a request to the task selected in the task list, Link a request to a task button or Drag and Drop the request to the task list.
  • transform a request into incident (in the Quality Control Center), Transform a request into incident button.
  • display the chart for distributing the queries (pending, scheduled, in progress, completed, canceled).
  • ...
Viewing all the requests of a spool is performed in a "Requests" tab in the Project Monitoring Center. Different filters are used to select the requests to display:
  • Follow the evolution of my own requests.
  • Process the requests that affect me
  • Select the project to process.
  • Select the spool to process.
When the selected requests are displayed, you have the ability to: This window is used to:
  • add a request ("New request" in the ribbon or "Add a request" from the popup menu). The request can be directly assigned to a contributor or to a team.
  • refuse a request ("Cancel the request" from the popup menu of the request). To view the rejected requests, check "Canceled".
  • transform a request into task ("Create a task from the request" from the popup menu of the request).
  • link a request to a task ("Link the request to a task" from the popup menu of the request).
  • transform a request into incident ("Create an incident from the request" from the popup menu of the request).
  • ...
Minimum required version
  • Version 10
This page is also available for…
Comments
Click [Add] to post a comment