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- 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
Project Management Hub: Spool of requests
The Project Management Hub 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. Usage example of a spool of requests: The requests are created by different methods: - the "Feedback" component provided with WINDEV. The end users send their requests.
- the Project Management Hub: you can directly create a new request and assign it to a spool.
Remark: A working project and a request spool are automatically created when the "Suggestions, malfunction ..." option of ? menu is integrated into 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: - Display a "Requests" tab in the Project Management Hub (or create a new "Requests" tab if necessary).
- In the ribbon, in the "Management" group, click "Spools".
- Click the "New" button. The wizard for creating a new spool of requests starts. Go to the next step.
- Type the requested information:
- spool name: This is the name used to identify the spool in the various Control Centers.
- spool icon: This icon represents the spool.
- comments: Description of the spool.
- 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.
- Customizable columns: These columns allow you 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: - Display a "Requests" tab in the Project Management Hub (or create a new "Requests" tab if necessary).
- In the "Management" group, click "Spools".
- Select the requested spool.
- Click the "See/Modify" button.
- Modify the requested information:
- spool name: This is the name used to identify the spool in the various Control Centers.
- The state of the spool: "Active" or "Archived". Used to classify the spools of requests.
- Configurable columns: These allow you to enter additional information specific to the spool.
- spool icon: This icon represents the spool.
- comments: Description of the spool.
- email account settings: characteristics of the email account used to receive suggestions and IncomingData (when using the "Suggestions, IncomingData..." option in ? menu, for example).
- Validate.
Remark: You can also change the status of the selected spool by clicking directly on the "Archive" or "Restore" button. Modifying the access rights for a spool of requests To modify the access rights for a spool of requests: - Display a "Requests" tab in the Project Management Hub (or create a new "Requests" tab if necessary).
- In the "Management" group, click "Spools".
- Select the requested spool.
- Click the "Access rights" button.
- Modify the access rights for the teams or for the contributors by checking in the corresponding columns:
- Modification: right to transform a spool request into a task in a contributor's schedule.
- Add: right to add a new request to the spool.
- Consultation: right to view all spool requests.
- Administration: right to modify spool characteristics and access rights.
- To add contributors or teams of contributors, click the "Choose" button.
- Validate.
Managing the requests found in a spool Viewing all the requests of a spool is performed in a "Requests" tab in the Project Management Hub. 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" in the context menu). The request can be directly assigned to a contributor or to a team.
- refuse a request ("Cancel the request" in the context menu of the request). To view the rejected requests, check "Canceled".
- transform a request into task ("Create a task from the request" in the context menu of the request).
- link a request to a task ("Link the request to a task" in the context menu of the request).
- transform a request into incident ("Create an incident from the request" in the context menu of the request).
- ...
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