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Hamid Shojaee

Random Thoughts about Axosoft and technology

Bug Tracking, Requirements Management & Help Desk: Integrated at Last!

Working with different software development teams over the years, it always amazed me to see the number of teams that use the same bug tracking tool to track requirements or customer feature requests and sometimes even support incidents.  I don't mean a tool that was designed to track the different types of items, but rather a tool designed just to track bugs.  To distinguish between the different item types, many teams use an “item type” field to determine if an entry is a bug, a feature or a support call.

I've never thought this was a good idea.  First, the type of information you want to track for each item type is vastly different.  For example, having Repro steps for a feature makes absolutely no sense, while having an executive sponsor for a defect makes no sense.  You might want to capture the details of a user's environment who is reporting a bug, while again, this information is completely irrelevant for a feature request.  Likewise support teams will often want to capture every single call or support “incident”, even if incidents are similar or duplicates of one another, as long as they are from different customers.  To a software development team, having hundreds of duplicate entries in the bug database is as close to a nightmare scenario as you can possibly get.  Each of those duplicate items will have to be tracked, verified, rejected, marked as duplicate or closed.  The fact is, each of these item types are very different and they are used by different roles within the development team.  Feature requests or requirements are used primarily by system analysts and product managers while bug reports are primarily used by testers and developers.  Support incidents are mostly used by help desk teams and support personnel.  Any tool that tries to combine all the item types into the same bucket will inevitably disappoint its users.

For the design of Axosoft's OnTime, we've always believed in a separation of church and state.  Bugs or Defects have had a completely independent tab from Features or Requirements.  Each have their own workflows, custom fields, security, filters and so on.  We later introduced team member Tasks that allow users to keep track of an independent (and mostly private) todo list.  Tasks might have nothing to do with a defect or feature in the system.  It might simply be to install a new version of a particular software - it's just something that needs to get done.

But of course there is a lot of goodness that can come out of using the same tool for tracking bugs, feature requests and support incidents.  Users want to go to a single location for all related information and they often have to communicate about a particular support incident, feature or bug with a team member of a different role.  There are a number of reasons to use the same system to track all of the above information:

  • Single sign-on to track all project related information
  • Easily communicate between team roles (analysts, developers, testers and support)
  • Search for related bugs, customer requests or incidents, especially helpful when on a support call
  • When deciding on new features, product and program managers can quickly examine the support incident list to see the most common types of incidents
  • Often times a new feature request or bug report comes from a support incident.  Having the same system allows for a user to easily create a new bug or feature request from an incident.

Integrated Help Desk in OnTime 2007

With the introduction of OnTime 2007, Axosoft is adding incident reporting capabilities for help desks and support teams.  This feature allows for a single, fully integrated solution to track issues, bugs, feature requests and of course, support incidents from a single, integrated solution.


(OnTime separates Defects, Features, Tasks and Incidents for a better User Experience)


(OnTime allows for renaming of item types to better suit each environment)


(OnTime also supports localized languages for maximum flexibility)

There are a number of things that are different about the incident tracking capabilities of OnTime 2007 from its defects, features and task cousins.  First, incidents are customer centric, meaning that the first thing you do when creating a new incident is to associate it with a customer.  You can even create a new customer or contact directly from the add new incident feature.  Additionally, incidents have escalation and a few other features that make them unique.  I covered some of the unique functionality in my Top 10 OnTime 2007 Features blog post.

One thing that's nice with each of the OnTime item types is that you can quickly convert an item from one type to another using the “Copy to [X]” feature, where “X” is one of the other item types.  For example, if a support incident is really a bug that has never been reported before, you can quickly create a new bug entry from the support incident entry.  Just use the right-click context menu and choose to copy the item to a bug, like so:


(OnTime items and incidents can be quickly copied to another type)

 

We'd love to get your feedback on the new Help Desk software functionality of OnTime 2007.  If you hadn't already heard, the Beta 1 downloads and hosted are all available from this link:

Download OnTime 2007 Beta 1 or Try OnTime 2007 Hosted Now

Let us know how to improve the integrated helpdesk functionality of OnTime 2007.

Published Tuesday, December 19, 2006 12:42 PM by Hamid

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Anonymous said:

Hi.

There surely must be quite a substancial amount of work behind OnTime2007 and the new helpdesk module. It would be great if you could keep pushing this component to include such elements/notion like Knowledge base (similar to or as an extension of the customer portal) to limit the number of tickets created on known issues and also to offer a controled communication channel from the Dev team to the customer (similar to your blogging) and strong Service Level Agreement Management capabilities to enforce balanced customer-supplier relationship.

We are a small dev organisation team working from various locations across different time zones. Although we are yet to become an OnTime customer, this will occur momentarilly as after having surveyed both the commercial and GPL product offering, we have found here most of what we were looking after at a reasonnable pricing.

Keep going down this road and both 2007's year and OnTime are looking great.

Originally posted by:
Jean-Cédric
December 31, 2006 8:20 AM
 

Anonymous said:

I have come across the comment from Jean-Cedric and realised that I just sent e-mail to axosoft about it. Here it is again for all to see:

We would like to see these features:

1. Tighter link with related items – if we are to use Incidents in new 2007 – which we think would be real good – few incidents can usually be linked to one defect – so that once defect is worked on and fixed – all incidents linked to it – must be flagged as ready to be closed – where is now – there is no way (except through e-mail which is pain) to know that. All big ITIL systems do that and Ontime should do the same. Such that Help Desk can see what defects are worked on, their ETA and when they are fixed as well. All in one spot. Please think this one through with your development team.

2. More fields in related items tab to see a status of related item. That is I can see that 2 out of 3 items are closed – so I can chase one last one to hurry so that we close this feature/defect.

3. Knowledge base articles and bulletins – most Development teams as part of developmet workflow will need to issue Release Notice document or Knowledge base article for Help Desk. So that once defect is fixed this article can be used by Help Desk to fix incidents quicker – 1st level support. (common practice). So that they don’t even have to create Defect which was fixed before. To have it all in one place – Ontime – would be good – so that once Incident is created – help desk searches for answers through Knowledge Base articles and if finds it – fills in a field – ‘KB article 123’ and closes the issue – thus we know how many times this kind of problem that occurs in KB article 123 occurs . Again – perhaps ask Hamid to attend ITIL introduction course (or just read on it) – to see what I am talking about. At the moment we have to use some other systems to deal with it and we end up with 2-3 systems that don’t talk to each other.

Not related to this post but these ones as well:
4. Ability to double-click on Worklog entry (record) and be taken to the defect/feature that it is for – so that when I browse through the work done by my developers in the last week – I can read their notes etc, easier.

5. As I mentioned early – some sort of link not only to web based URL – but to windows client from e-mail.

6. Content of e-mail – modify and highlight changes only – so that not all fields are sent over . Example: I change Notes – would be good to have Notes displayed first or in brighter color – rather than what we do now: read what is changed (which field) and then hopefully this field is included in the e-mail – and if yes we can read it. (but my managers will not do it and will ignore such e-mails :( )

Thanks - I am sure we will see more great stuff in next releases!

Originally posted by:
Ted Lushchayev
February 6, 2007 5:25 PM
 

Hamid said:

Ted, thanks for your feedback.
February 9, 2007 6:44 AM

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