Manage Insights Dashboard

Insights Dashboard brings all delivery metrics together to provide a one-stop view of all Release, Test, and Quality data.

Default Grid Views Customization allows administrators to align the grid view setup for new users or for all users.

Insights April 2017

Administrators can control the visibility of Insights Dashboard using the Insights Manager user permissions and force users to only see Releases for which they are a Stakeholder by selecting the Force ‘I’m a Stakeholder for’ View user permission

To view your Releases in Insights:

  1. Go to Dashboard > Insights.
  2. Click to open the Search by Release and Release Types filter.
    Releases drop down May 2017
  3. Click Search for Release/s by combo box and select one or more of the following from the drop down menu:
    1. Enterprise:
      1. Also select a Release Type from the drop down menu that appears when Enterprise is selected.
    2. Independent:
      1. Also select a Release Type from the drop down menu that appears when Independent is selected.
    3. Project:
      1. Also select a Release Type from the drop down menu that appears when Project is selected.
    4. Portfolio Association: This allows users to search for Project and Independent Releases, but not Enterprise Releases.
      1. Optionally select an Organization from the drop down menu that appears when Portfolio Association is selected:
        • Users can only select from the Organizations to which they belong.
        • After selecting an Organization, all non-Enterprise Releases belonging to the Organization and its hierarchy will be displayed.
          For example, if you selected Organization 1, which had the sub-organizations Organization 2 and Organization 3,  all the non-Enterprise Releases belonging to Organizations 1-3 will display, but not those belonging to Organization 4.
        • If no Organization is selected, all non-Enterprise Releases belonging to your Portfolio Association will be displayed.
  4. Click Release Type/s combo box and click to select one or more of the Release Type checkboxes.
  5. Click Implementation Date Range and click to select a to date, a from date, or a to and from date. (Optional.)
  6. Click Apply.
  7. Click Releases combo box and click to select one or more Release checkboxes.Insights releases combo box
    You can now select more than five Releases at once (but selecting a large number may cause a timeout).
  8. Clear the Search by Release and Release Types filter by clicking the X. 
    Filter clear
  9. Manage Insights:
    1. Click the blue cogwheel Insights cogwheel to open the menu.
    2. Click the Show or Hide toggle switches to:
      Show Hide Insights

      1. Release Metrics: Toggle between the aggregate view of all child Project Releases on parent Enterprise Releases and information specific to the Parent Enterprise Release itself. Aggregate view shows Parent Enterprise Releases as bars, instead of Harvey Balls. (If grayed out, try selecting Enterprise Releases.)
        Release Metrics in Insights Dashboard
      2. Widgets: Show or hide the widgets bar.
        Manage widget titles using Widgets Title Customization.

        1. Manage Widgets:
          1. Click Manage Widgets.
            • The widget area expands.
            • Widgets are managed per user (so only the user sees their own widget selections).
          2. Add a widget:
            1. Click + new widget.
            2. Click to select one or more unselected widget checkboxes.
            3. Click Add.
          3. Hide a widget:
            1. Click Hide.
          4. Move a widget on the bar:
            1. Left-click and hold on a widget until the cursor changes to a cross.
            2. Drag the widget to a new location.
          5. Click Reset to reset back to the default widgets.
          6. Click Done to close the widget area.
      3. I’m a Stakeholder for: Show all Releases or the ones for which you are a stakeholder.
        Administrators can set the Force ‘I’m a Stakeholder for’ View in user permissions.
      4. Completed Releases: Show Releases with or without an End State in Live Search and the main grid. (End States are set in Release Status Customization.)
  10. Viewing the data in the widgets bar:
    1. Overdue Activities widget:
      1. Click the widget to see the Overdue Items pop up.
        Hover your mouse cursor over a User Group in the Assigned To column to show the group members. 
      2. Click the print button to print overdue activities.
        Overdue Items Print
      3. To send an email alert to the Assigned to stakeholder:
        1. Click to highlight an overdue item.
        2. Click Send Alert ‘Assigned to’.
      4. Click the in the top-right corner to close the pop up.
    2. Activities DUE this week widget: Shows all Activities that are due within the due date period defined in the Insight Management Customization. Activities with a status of N/A will not appear.
      1. Click the widget to see the Activities DUE this week pop up.
      2. How Release Activity Status fields are calculated:
        1. Completed = (Total completed release activities/total number of release activities with status Not started, In progress, Completed.)
        2. Completed on time = (Total release activities which were set to completed status <= due date/ total number of release activities with status Not started, In progress, Completed.)
        3. Completed late = (Total completed release activities which were set to completed status > due date/ total number of release activities with status Not started, In progress, Completed.)
        4. Overdue = (Total release activities not in In Progress and Not Started status /total number of release activities with status Not started, In progress, Completed.)
        5. Upcoming = (Total release activities in In Progress and Not Started status/total number of release activities with status Not started, In progress, Completed.)
      3. To help with validation of logic:
        • %completed should = % completed on time + %completed late (note that this isn’t correct in the mockup)
        • % completed on time + % completed late + % overdue + % upcoming will =100%
      4. Click the print button to print overdue activities.
        Activities Due print
      5. To send an email alert to the Assigned to stakeholder:
        1. Click to highlight an overdue item.
        2. Click Send Alert ‘Assigned to’.
      6. Click the in the top-right corner to close the pop up.
    3. Activities completed on time widget (previously called Gate Compliance):
      To use this widget, select at least one Enterprise Release which has a Child Release, and both Parent and Child Release need to have the same Activities and Criteria. Select the Activities and Criteria to be included using the Insights Management Customization’s Activity Compliance Setup button.

      1. Click the widget to see the Activity Completion Details pop containing cumulative figures including:
        Activity Completion Details pop up Insights

        • % completed on time.
        • % completed late.
          These two figures are based on either Actual Completed Date or Due Date, depending on Release Setup Customization.  

        • % overdue.
        • % upcoming.
      2. Click the Activity Status to open the Activity pop up.
        1. Click the blue linked Activity name to edit.
          The user must have the View Activities Tab user permission to see the pop up and the full suite of Release Activities user permissions to edit. 
      3. Click the print button to print the screen.
        TECR Insights print
    4. Defect Density widget:
      1. Click the widget to see the Defects Density pop up.
        Defects Density pop up now has a new Defect Density column, showing the number of test cases executed, divided by the number of severity 1 and 2 defects. Less than 0.25 is the target. If the result is less than 0.25, the bar will be black. If the result is 0.26 or over, the bar will be red.Defects Density column in Insights Dashboard red square
      2. Click the print button to print Defects.
        Overdue Items Print
      3. To send an email alert to the Assigned to stakeholder:
        1. Click to highlight an overdue item.
        2. Click Send Alert ‘Assigned to’.
      4. Click the in the top-right corner to close the pop up.
  11. Viewing the data column-by-column on Insights Dashboard:
    Release ID and Release Name are now separate columns.

    1. Release ID column:
      1. Toggle the visibility of Child Projects inside Parent Enterprise Releases by clicking the black triangle.
        Black triangle
      2. Click the blue linked ID & Name to view or edit the Release.
    2. Release Name column.
    3. Systems column shows the number of Systems associated with the Release:Insights Systems pop up May 2017
      1. Click the number to see the Systems pop up with:
        • Deployment dates.
        • Deployment status.
      2. Click the print button to print Systems.
        Print systems
      3. Click the in the top-right corner to close the pop up.
    4. Status column shows the Release Status.
    5. Activities Summary & Progress column shows each Phase or Gate as a Harvey Ball (circle):
      Administrators can use the Release Type Group View Customization to customize Harvey Balls on Insights Dashboard.

      1. Each Harvey Ball displays the percentage level of completion of the Activities and Criteria inside each Phase or Gate.
      2. N/A means that the Phase or Gate is not applicable to the Release. For instance, it may only be applicable to the parent Enterprise Release.
      3. Click a Harvey Ball to open an Activities Summary and Progress pop up with the summary of that Phase or Gate.
      4. Activities Summary and Progress pop up now has an All tab that shows all Activities and Criteria in the Release, as well as a total count of Activities.
      5. Administrators can use Insight Management Customization to set how many days before due date will be ‘due soon’.
        Activities Summary and Progress pop up Insights Dashboard red square
        Hover your mouse cursor over a User Group in the Assigned To column to show the group members. 

        1. Click the blue linked Activity Name to open a Criteria or Activity pop up and action the Criteria or Activity immediately.
        2. To send an email alert to the Assigned to stakeholder:
          1. Click to highlight an Activity.
          2. Click Send Alert ‘Assigned to’.
        3. Click the print button to print Activities.
          Activities Summary and Progress Print
        4. Click the X on the top-right corner to close the pop up.
    6. Implementation Date column shows the implementation date of the Release.
    7. Overdue Items column gives a summary of:
      1. All: The number of overdue Activities (that are not started and in progress) for the Release.
      2. Mine: The number of overdue Activities (that are not started and in progress) that are assigned to the logged in user.
      3. Click an Overdue Item Harvey Ball to open the Overdue Items pop up.
        Overdue items pop up

        1. Click the All / My Activities toggle switch to show all Activities or those that are assigned to you.
          All My Activities toggle switch
        2. To send an email alert to the Assigned to stakeholder:
          1. Click to highlight an Activity.
          2. Click Send Alert ‘Assigned to’.
        3. Click the print button to print Activities.
          Overdue Items Print
    8. TECR Due Today column shows the number of TECRs associated with the Release with an end date of the current day.
      1. Click the Harvey Ball to open the TECR Due Today pop up.
        Hover your mouse cursor over a User Group in the Assigned To column to show the group members. 
      2. Click the print button to print TECRs.
        TECR Insights print
      3. Click the X in the top-right corner to close the pop up.
    9. Testing Status column shows test data if test data is supplied by the customer.
      Stryka data will appear here. If there is no data, the column will display: No Test Case Data
    10. Click the number in the Open Defects column to open the Open Defects pop up.
      Now the Open Defects pop up has a Raised vs Closed Defects graph and shows open and closed Defects.  

      Open Defects raised vs closed defects v45800
      Open Defects Description Column Insights Dashboard

      1. Hide the graph by clicking Click here to hide the chart. When the chart is closed, it will not print.
        Hide the chart in defects
      2. The table below shows open and closed Defects.
      3. Click the print button to print Systems.
        Open Defects print button
      4. Click the in the top-right corner to close the pop up.
    11. The three PIR columns show the PIRs, and their Actions and PMs, belonging to the Releases:
      1. Total PIR # column:
        1. Shows the total number of PIRs associated with the Release.
        2. Click a Harvey Ball to open a pop up containing the PIR’s PIR Items.
          Hover your mouse cursor over a User Group in the Assigned column to show the group members. 
        3. Click the print button to print the PIR Items.
          Black printer
      2. Action column:
        1. Shows the Actions associated with the PIR.
        2. Click a Harvey Ball to open a pop up containing the PIR’s PIR Items’ Actions.
          Hover your mouse cursor over a User Group in the Assigned column to show the group members. 
        3. Click the print button to print the Actions.
          Orange printer
      3. PM column:
        Select which records from the PIR Item Action Type Customization appear on Insights Dashboard by using the Actions – View By Type Customization.

        1. Shows the Preventative Measures associated with the PIR.
        2. Click a Harvey Ball to open a pop up containing the PIR’s PIR Items’ Actions and Preventative Measures.
          Hover your mouse cursor over a User Group in the Assigned column to show the group members. 
        3. Click the blue-linked Item Summary of an Action or Preventative Measure to open the PIR Item.
          PM pop up Insights dashboard
        4. Click the print button to print the Actions and Preventative Measures.
          Purple printer
    12. Escaping Defects column: Escaping Defects are defects that were discovered by the customers, instead of the testers.
      To enable Escaping Defects see Insight Management Customization and to select which Defects appear by Change Type see Escaping Defects By Change Type Customization.

      1. Mouseover the S1-S4 (Severity One to Four) buttons to see the count of Defects at each severity.
      2. Click the severity buttons to open a pop up with more information about the Defects.
        1. Click the print button to print Defects.
          Open Defects print button
        2. Click the in the top-right corner to close the pop up.

 

 

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