Authorized users are able to edit an existing enhancement request from the Enhancements homepage, including updating the status and assigning a release date.
Tutorial Resources
Enhancements & Release Notes Job Aid
In this article, you will learn the steps to update the details and status of an enhancement request in the Enhancements & Release Notes Roadmap .
First, log into Office of Institutional Research
The Enhancements homepage is displayed. From this page, you can review current enhancement requests by system, functional team, or status.
At the bottom of the page, click the Edit this table link.
The Edit Enhancement Requests page is displayed.
From this page, you can update the details of an enhancement request or export the data if needed.
To help locate the appropriate enhancement request, you can apply a filter to the list.
Click the Add filters button.
The Add Filters pop-up dialogue box is displayed. The default filter is set to OneSource as the value of the Responsible Group field.
To change the field you are filtering by, click the Responsible Group drop-down list.
To filter for enhancement requests in a certain functional area, click the Category list item.
The filter parameter field changes to reflect categories.
To choose the appropriate category, click the Category drop-down list.
Select the functional area to use as a filter parameter.
Example shown here: Grants Accounting list item.
To insert an additional filter, click the Add filter button.
With the filter parameter(s) entered, click the Submit button.
The enhancements displayed in the updated list meet the entered filter parameter(s).
To edit the resolution of a specific enhancement request, click the Resolution field in the appropriate row.
The Edit Resolution pop-up box is displayed.
Enter the resolution details into the Resolution Comment field.
With an appropriate comment entered, click the Submit link.
To select the release date for the enhancement request, click the Release Date (Completed) field on the appropriate row.
The Edit Release Date (Completed) pop-up box is displayed.
To select the release date, click inside the text box within the pop-up box.
A calendar is displayed. Select the appropriate date within the calendar.
Note: Release dates will be displayed publicly by month.
Example shown here: September 11, 2019 .
With the date selected, click the Submit link.
To change the status of an enhancement request, click the Status field on the appropriate row.
The Edit Status pop-up box is displayed.
To view the status options, click the drop-down list.
Select the appropriate status option from the list.
Example shown here: Completed list item.
With the appropriate status selected, click theSubmit link.
Once the Status field is changed to Completed, a Release Note should be generated on the Release Notes page.
At the top of the page, click the Release Notes link.
The Release Notes page is displayed. From this page, you can view the release notes of completed enhancement requests.
To drill down and view the release notes for a certain system and month, click the appropriate data point in the area chart.
Example shown here: 2019 - 09 - OneSource point.
The Area Report Records pop-up dialogue box is displayed.
You should find a record for the enhancement request that you just completed near the bottom of the list.