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Instructions for JIRA-users

General ............................................................................................ 2 How do I log in to JIRA? .............................................................. 2 What can I find on the main page? ............................................... 2 How do I change my password? ................................................... 4

Issue handling ................................................................................. 5 How does the issue workflow look like? ...................................... 5 How do I create an issue? ............................................................. 7 How can I attach a file to an issue? .............................................. 9 How can I attach a screenshot to an issue?................................... 9 How do I comment an issue? ...................................................... 12 How can I get an URL linking to a specific comment? ............. 12 What do I do if I am not satisfied with an issue solution? ......... 12 How do I place myself as a watcher of an issue? ....................... 12 How do I remove myself as a watcher of an issue? ................... 13

Issue Navigator ............................................................................. 14 How do I search for issues and create my own filters? .............. 14 How do I choose my favourite filters? ....................................... 15 How do I switch between detail and list view in my issue

navigator? .................................................................................... 16 How do I export a filter result to file, e.g. Excel? ...................... 17

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General

How do I log in to JIRA?

To log in to JIRA, open a web browser and enter http://access.istone.se

Type in your user-ID and password. Then click “Log in”.

What can I find on the main page?

Once you’re logged in you will come to the main view, Dashboard. Here you will

find three areas which are of interest for a user.

1. Here you will find three tabs which are of interest for a regular user.

o If you click the “Dashboard” tab you will always come to the main page.

o Inside the “Issues” tab you have the option to create an issue or search for

issues.

o The ”Create Issue” button at the right of this menu tabs is a shortcut to

create issues.

2. Second area shows a filter result that contains all issues that are not closed and

reported by or assigned to the current logged in user. Under the filter result you

will find all project that you have access to.

3. The third area shows links to favourite filters. Observe that it is also possible to

view these filters via the “Issues” tab in area 1. You can add or remove filters

from your favourite filters list by clicking the Manage Filters link below the

filters.

By clicking the filter icon next to a project in the project box in area 2 you can

find standard filters for that project.

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The link ”All issues” shows all issues in the project

The link ”Resolved recently” shows all issues that have been resolved during the

latest week

The link “Outstanding” shows all issues that are not resolved

The link ”Added recently” shows all issues that have been added during the latest

week

The link ”Reported by me” shows all issues that the current user has reported

The link ”Updated recently” shows all issues that have been edited the latest week

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How do I change my password?

Click on the profile icon at the top right side of the page

Click on the “Profile” link.

Click the “Change password” link in the details area

Fill in current password, new password and confirm the new password

Click the “Update” button

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Issue handling

How does the issue workflow look like?

The main flow follows these steps:

The reporter creates an issue. The issue gets status ”New”.

A co-worker at the support team looks through the issue, and assigns it to someone in

the support team. The issue gets status “Open” and gets an assignee.

The assigned co-worker at the support team reads the issue as soon as possible and

starts solving the issue.

o If more information is needed the co-worker will comment the issue with what

is needed and change status to “Waiting customer response”.

o The reporter gets an email notification that tells him/her that more information

is requested in order to solve the issue.

o The reporter will comment the issue with the information requested by

clicking the End Pending workflow step.

o The assigned co-worker at the support team will get an email notification with

the comment submitted and can now continue working with the issue

The support co-worker at the support team resolves the issue and comments it to give

information of the solution. The co-worker then changes the issue status to “resolved”

The reporter gets an email notification telling him that the issue is resolved with

information of what have been done.

o If the reporter is not satisfied with the resolution it is now possible to reopen

the issue with the comments of why.

o The co-worker gets an email notification telling him that the issue has been

reopened and why.

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When the issue is resolved and ready to be closed, the support co-worker can close

the issue by clicking the “Close Issue” link.

o It is still possible to reopen the issue after this stage.

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How do I create an issue?

Choose the “Create Issue” option in the Issues tab on the main page.

Or click the Create Issue link at the top right of the page.

Fill in all fields. (The Priority is “Low” by default).

Fill in a summary of the issue in the summary field and describe it more detailed in

the description field.

To attach a file click the “Browse…” button next to the Attachment field, choose

your file and click open

Click the “Create” button to create the issue

The issue is now created and an information box will appear with a link to the issue.

By clicking the issue link in the information box you will enter the issue page.

The picture below shows the issue page. To describe what the issue page consist of, we

have divided the page into 7 areas.

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1. Area one shows the project and the issue key along with the summary of the issue.

2. Area two contains the operations and workflow menu. By clicking the comment

button a textbox will appear where you can enter a comment to the issue. In the

drop down list called More Actions, you will find more issue actions like file

attachments.

Next to the More Action drop down list you will find the available workflow

actions. JIRA will only show two workflow steps as separate buttons. If there are

more than two workflow steps available, they will be listed in the select list called

workflow.

3. Area three shows some issue details, like issue type, priority, status etc.

4. Area four shows the description of the issue.

5. Area five shows the attached files. Documents on top and screenshots/pictures at

the bottom.

6. Area six shows the reporter and assignee along with some issue dates and time

tracking.

7. Area seven shows the issue activities, like comments.

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How can I attach a file to an issue?

Click on the ”Attach files” link in the More menu

Click ”Browse” and choose the file you want to attach. Then click ”Open”.

You can attach more files by clicking “Browse” again.

Fill in a comment to comment the attachment/s

When you are finished click “Attach”

(The attached file is now visible in the issue page under Attachments)

How can I attach a screenshot to an issue?

Click the “Attach screenshot” link in the More menu

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o Click “Run” in the Java pop-up that will appear

o Take a screenshot by pressing the ”PrtSc” key on the keyboard.

o Click the ”Paste” button in the Attach Screenshot window

o Enter a file name in the ”File name” field

o Comment the screenshot if you want to

o Click the ”Attach” button

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(The screenshot is now visible in the issue page under Attachments)

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How do I comment an issue?

Click the “Comment” link at the top of the issue page. A comment window will now

appear.

Enter your comment

Click the ”Add” button

How can I get an URL linking to a specific comment?

Enter the issue where the comment was entered

Click the ”Permlink” link to the right of the comment

The URL address is now visible in the address field of your web browser. You can copy

the address there.

What do I do if I am not satisfied with an issue solution?

When an issue is in status “Resolved” or ”Closed” the reporter has the option to

reopen the issue if he is not satisfied with the solution. This can be done by clicking

the “Reopen Issue” link in the ”Workflow” menu.

Click the ”Reopen Issue” link. Now a new window will appear.

Enter a comment in the comment field describing why the issue is reopened.

Click the “Reopen Issue” button. The support team will now be notified that the issue

is reopened and can enter the issue to read why it is reopened.

How do I place myself as a watcher of an issue?

Enter the issue you want to be placed as watcher.

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Click the “Start watching this issue” link in the People area

Once you have done that you will receive emails whenever something happens with

the issue.

How do I remove myself as a watcher of an issue?

Enter the issue you want to be removed as watcher.

Click the ”Stop watching this issue” link in the People area

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Issue Navigator

How do I search for issues and create my own filters?

You can enter the filter tool in two ways:

o At the main dashboard page click the “Create Filter” link in the Favourite

Filter box.

o In the main menu click “Issues” and then “Search for issues”.

This will bring you to the issue navigator.

You can choose to do a simple or advanced search by clicking the basic or advanced

link

To search for issues you fill in your search requirements in the issue navigator by

clicking the field you want.

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If you want to do your search on a field that is not visible you can add the field by

clicking the more button . When you are finished click the search icon .

If you are in the advanced searching mode you have to write a JQL query (close to

SQL). You can find more information on what syntax you can use at:

https://confluence.atlassian.com/display/JIRA061/Advanced+Searching

When you are satisfied with your search you can save it as a filter by clicking the

Save as button.

How do I choose my favourite filters?

Click the “Manage Filters” link at the bottom of the Favourite Filters box

In the Favourite tab you will find your favourite filters. These are marked with a

yellow star. The favourite filters are the filters that you want to be shown in you

dashboard

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By clicking the My tab you can find all your personal filters

If the star next to a filter is white that means that it is not part of your favourite filters

and will not be viewed on the dashboard. To add a filter to your favourite filters

simply click the white star and it will turn grey.

If you click the Search tab you will be able to search for other filters that other users

have shared. Just as your own filters you can add these filters to your favourite filters

as well and they will appear in the dashboard.

How do I switch between detail and list view in my issue navigator?

You can choose between two different views in the issue navigator by clicking the

views icon in the top right corner

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Detail view will show a list of issues to the left and show the selected issue at the

right

List view will only show a list of the issues

How do I export a filter result to file, e.g. Excel?

Click on the filter to view it in the issue navigator

Click the Export button above the filter result and choose Excel (All fields) to export

all fields on the issues or (Current fields) to only export the fields that are currently

viewed in the issue navigator.

Excel will then open and the issues will be exported to an excel sheet.

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