Page Comparison

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1. Start by clicking the Projects drop-down and select Create Project
   
   
2. Select the Basic Software Development project type and click Next
   
   
   
   
3. Click Select on the next screen and enter a Project Name, Key and Project Lead. I'll use Root Cause Test with a , key RCT, and project lead admin.
   
   
   
   
4. Click Submit to finish project creation.
   
   
5. You will now be on the project Open Issues page. On the side navigation bar, click on the Project Administration cog link located at the bottom of the screen.
   
   
   
   
6. On the resulting project Administration page, look for the Workflows section and click on the(edit) icon beside the RCT: Software the Software Simplified Workflow Scheme for Project RCT link.
   
   
   
   

7. You are now presented with the list of Workflow steps and their valid transitions for the projects workflow.

   

8. Analyze the each workflow step and each of the associated transitions to determine which transitions we want the Root Cause Analysis plugin to manage data.

   Step Name	Transition	Track Data for Resolver	Track Data for Closer	Reasoning
   To Do	To Do			When in the To Do status and the To Do transition is triggered, the user has not changed the status of the issue, so we don't care to track anything from this specific transition.
   "	In Progress			When in the To Do status and the In Progress transition is triggered, the user is just starting work so we don't care to track anything from this specific transition for Root Cause Analysis plugin purposes.
   ''	In Review			When in the To Do status and the In Review transition is triggered, the user performing the action is marking the issue as change complete. The Root Cause Analysis plugin will want to gather information from this status transition for just the Resolver at this time.
   "	Done			When in the To Do status and the Done transition is triggered, the user performing the action is both marking the issue as change complete and verification complete. The Root Cause Analysis plugin will want to gather information from this status transition for both the Resolver and the Closer.
   In Progress	To Do			When in the In Progress status and the To Do transition is triggered, the user is moving the issue back in the workflow so we don't care to track anything from this specific transition for Root Cause Analysis plugin purposes.
   "	In ReviewProgress			When in the In Progress status and the the In ReviewProgress transition is triggered, the user performing the action is marking the issue as change complete. The Root Cause Analysis plugin will want to gather information from this status transition for just the Resolver at this timehas not changed the status of the issue, so we don't care to track anything from this specific transition.
   ''	In ProgressReview			When in the In Progress status and the the In ProgressReview transition is triggered, the user has not changed the status of the issue, so we don't care to track anything from this specific transitionperforming the action is marking the issue as change complete. The Root Cause Analysis plugin will want to gather information from this status transition for just the Resolver at this time.
   ''	Done			When in the In Progress status and the Done transition is triggered, the user performing the action is both marking the issue as change complete and verification complete. The Root Cause Analysis plugin will want to gather information from this status transition for both the Resolver and the Closer.
   In Review	To Do			When in the In Review status and the To Do transition is triggered, the user is moving the issue back in the workflow so we don't care to track anything from this specific transition for Root Cause Analysis plugin purposes.
   "	In Progress			When in the In Review status and the In Progress transition is triggered, the user is just starting work so we don't care to ever track anything from this specific transition for Root Cause Analysis plugin purposes.
   "	In Review			When in the In Review status and the In Review transition is triggered, the user has not changed the status of the issue, so we don't care to track anything from this specific transition.
   "	Done			When in the In Review status and the Done transition is triggered, the user performing the action is marking the issue as verification complete. The Root Cause Analysis plugin will want to gather information from this status transition for just the Closer.
   Done	To Do			When in the Done status and the To Do transition is triggered, the user is moving the issue back in the workflow so we don't care to track anything from this specific transition for Root Cause Analysis plugin purposes.
   ''	In progress			When in the Done status and the In Progress transition is triggered,the user is moving the issue back in the workflow so we don't care to ever track anything from this specific transition for Root Cause Analysis plugin purposes.
   ''	In review			When in the Done status and the In Review transition is triggered, the user is moving the issue back in the workflow so we don't care to ever track anything from this specific transition for Root Cause Analysis plugin purposes.
   "	Done			When in the Done status and the Done transition is triggered, the user has not changed the status of the issue, so we don't care to track anything from this specific transition.

9. Based on the analysis above, we will need to add workflow post functions to five different transitions. Moving down the list from the top, lets add our post functions to the Done transition within the To Do step.

10. Click on the Done link in the To Do row under the Transitions column.
    
    
    
    
11. Click on the Post Functions tab. You now see the list of existing post functions for the transition.
    
    
    
    
12. Click the Add post function link on the right hand side of the page. You are then presented with a list of available workflow post functions.
    
    
    
    
13. Select Root Cause Analysis Resolver Saver and click Add
    
    
14. The next screen is a generic configuration screen for post functions. There are no configurable options for the two Root Cause Analysis Post Functions. Click the Add button.
    
    
    
    
15. You will now see the new post function appear at the top of the list of existing post functions for the transition.
    
    
    
    
16. Repeat steps #12 through #15 to add the Root Cause Analysis Closer Saver post function to this transition.
    
    
17. Click the Software Simplified Workflow for Project RCT (Draft) link (near the centre of the page, and will differ depending on the name of your workflow) to go back to the workflow table.
    
    
18. Repeat steps above (from #10) for each of the other four status transitions determined from our analysis in the table above:
    
    
    1. Click on the In Review link in the To Do row under the Transitions column. Only add the Root Cause Analysis Resolver Saver post function.
    2. Click on the In Review link in the In Progress row under the Transitions column. Only add the Root Cause Analysis Resolver Saver post function.
    3. Click on the Done link in the In Progress row under the Transitions column. Add both the Root Cause Analysis Resolver Saver and the Root Cause Analysis Closer Saver post functions.
    4. Click on the Done link in the In Review row under the Transitions column. Only add the Root Cause Analysis Closer Saver post function.
       
       
19. In order to save the changes you have made to the workflow. Click on the Publish Draft button. You can review the workflow first to ensure everything is correct before publishing.
    
    
    
    
20. You will be prompted to save a backup copy of the original workflow before your changes. Do so if you wish.
    
    
    
    
21. Click the Publish button.
    
    

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