Navigating the Enhancements & Release Notes Roadmap

Summary

In this article, we will explore some of the features available in the Enhancements & Release Notes Roadmap.

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   Overview   

You can use the Enhancements & Release Notes Roadmap to view enhancement requests for various systems in different stages of development. The page is interactive, with clickable charts and filters to help you locate information.

You can also view the release notes associated with the completion of an enhancement request.

   Instructions   

  1. Step 1: The Enhancements homepage is displayed.
  2. Step 2: The Enhancement Requests bar chart shows the current number of requests.
  3. Step 3: Click the appropriate bar in the chart.
  4. Step 4: The Bar Report Records pop-up dialogue box is displayed.
  5. Step 5: Click the Add filters button.
  6. Step 6: Click the Responsible Group drop-down list to change the filter.
  7. Step 7: Click the Category option.
  8. Step 8: Click the Category drop-down list.
  9. Step 9: Select the functional area to use as a filter parameter.
  10. Step 10: Click the Add filter button.
  11. Step 11: Click the Submit button.
  12. Step 12: The Bar Report Records dialogue box is displayed.
  13. Step 13: Click the Close button.
  14. Step 14: Continue scrolling down to view another bar chart sorted by Category. 
  15. Step 15: Click the appropriate bar in the chart.
  16. Step 16: The Bar Report Records pop-up dialogue box is displayed.
  17. Step 17: Click the Add filters button.
  18. Step 18: Click the Responsible Group drop-down list to change the filter.
  19. Step 19: Click the Status option.
  20. Step 20: Click the Status drop-down list.
  21. Step 21: Select the status to use as a filter parameter.
  22. Step 22: Click the Submit button.
  23. Step 23: The Bar Report Records dialogue box is displayed.
  24. Step 24: Click the Close button.
  25. Step 25: A pie chart shows all enhancement requests by Status.
  26. Step 26: Click the appropriate portion in the chart.
  27. Step 27: The Pie Report Records pop-up dialogue box is displayed. 
  28. Step 28: Click the Add filters button.
  29. Step 29: Click the Responsible Group list.
  30. Step 30: Click the Description list item.
  31. Step 31: Click the Contains drop-down list.
  32. Step 32: Select the appropriate filter logic from the list.
  33. Step 33: Enter the description text criteria into the Filter Parameter field.
  34. Step 34: Click the Submit button.
  35. Step 35: The Pie Report Records dialogue box is displayed.
  36. Step 36: Click the Close button.
  37. Step 37: Use the tabs at the top to filter the list by category.
  38. Step 38: Click the appropriate tab.
  39. Step 39: The list is filtered to only show enhancement requests within the selected category.
  40. Step 40: Click the 25 per page drop-down list.
  41. Step 41: Select the appropriate visibility option from the list.
  42. Step 42: Search for specific text on the page by pressing [Ctrl+F].
  43. Step 43: Enter the search criteria into the Find field.
  44. Step 44: Any text that matches the entered search criteria will be highlighted.
  45. Step 45: Click the Release Notes link.
  46. Step 46: The Release Notes page is displayed.
  47. Step 47: Click the appropriate label in the legend of the chart.
  48. Step 48: To remove the filter, click on the appropriate label once more.
  49. Step 49: Click the appropriate data point in the area chart.
  50. Step 50: The Area Report Records pop-up dialogue box is displayed. 
  51. Step 51: Click the Add filters button.
  52. Step 52: Click the Close button.

In this article, we will explore some of the features available in the Enhancements & Release Notes Roadmap.

1. Step 1

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The Enhancements homepage is displayed. From this page, you can review current enhancement requests by system, functional team, or status.

2. Step 2

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The Enhancement Requests bar chart shows the current number of enhancement requests sorted by month of target release.

It is important to note that these are best estimate target dates, but they are subject to change due to factors that are not always within our control. The color of the bar reflects the system the request affects.

3. Step 3

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To drill down and view the enhancement requests for a certain system and month, click the appropriate bar in the chart.

Example shown here: Click the 2019 - 09 - OneSource bar.

4. Step 4

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The Bar Report Records pop-up dialogue box is displayed.

The list displays the Responsible Group, Category, Status, and Description for each of the enhancement requests being released for the selected system and month.

5. Step 5

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To further filter the results, click the Add filters button.

6. Step 6

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The Add Filters pop-up dialogue box is displayed.

The default filter is set to OneSource as the value of the Responsible Group field.

Click the Responsible Group drop-down list to change the filter.

7. Step 7

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To filter for enhancement requests of a certain functional area, click the Category option.

8. Step 8

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The filter parameter field changes to reflect categories with the default category being Accounting.

To choose the appropriate category, click the Category drop-down list.

9. Step 9

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Select the functional area to use as a filter parameter.

Example shown here: Click the Human Resources option.

10. Step 10

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To insert an additional filter, click the Add filter button.

11. Step 11

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With the filter parameter(s) entered, click the Submit button.

12. Step 12

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The Bar Report Records dialogue box is displayed once more. The displayed enhancement results are filtered by the selected option(s).

13. Step 13

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To return to the Enhancements homepage, click the Close button.

14. Step 14

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If you continue scrolling down on the Enhancements homepage, you will find another bar chart that shows the current number of enhancement requests sorted by Category. 

15. Step 15

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To drill down and view the enhancement requests for a certain category, click the appropriate bar in the chart.

Example shown here: Click the Grants Accounting - Total bar.

16. Step 16

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The Bar Report Records pop-up dialogue box is displayed. The list displays the Responsible Group, Category, Status, Description, and Target Date for each of the enhancement requests within the selected category.

17. Step 17

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To further filter the results, click the Add filters button.

18. Step 18

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The Add Filters pop-up dialogue box is displayed. The default filter is set to OneSource as the value of the Responsible Group field.

Click the Responsible Group drop-down list to change the filter.

19. Step 19

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To filter for enhancement requests of a certain stage in the development process, click the Status option.

20. Step 20

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The filter parameter field changes to reflect request statuses with a default status of In Progress.

To choose the appropriate status, click the Status drop-down list.

21. Step 21

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Select the status to use as a filter parameter.

Example shown here: Click the In Progress list item.

22. Step 22

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With the filter parameter(s) entered, click the Submit button.

23. Step 23

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The Bar Report Records dialogue box is displayed once more. The displayed enhancement results are filtered by the selected option(s).

24. Step 24

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To return to the Enhancements homepage, click the Close button.

25. Step 25

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Below the category bar chart, you will find a pie chart that shows the percentage breakdown of all enhancement requests by Status.

26. Step 26

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To drill down and view the enhancement requests of a certain status, click the appropriate portion in the chart.

Example shown here: Click the In Progress - Total portion of the pie chart.

27. Step 27

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The Pie Report Records pop-up dialogue box is displayed. The list displays the Responsible Group, Category, Status, Description, and Target Date for each of the enhancement requests within the selected status.

28. Step 28

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To further filter the results, click the Add filters button.

29. Step 29

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Again, 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 list.

30. Step 30

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To filter for enhancement requests based on keywords in their descriptions, click the Description list item.

31. Step 31

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To choose the logic for the text filter, click the Contains drop-down list.

32. Step 32

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Select the appropriate filter logic from the list.

Example shown here: Click the contains list item.

33. Step 33

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Enter the description text criteria into the Filter Parameter field.

Example shown here: Enter "Budget Status Report" to search for all enhancements that contain the phrase.

34. Step 34

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With the filter parameter(s) entered, click the Submit button.

35. Step 35

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The Pie Report Records dialogue box is displayed once more. The enhancement results displayed in the updated list meet the entered filter parameter(s).

36. Step 36

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To return to the Enhancements homepage, click the Close button.

37. Step 37

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Beneath the charts, a list of all enhancement requests is displayed. Use the tabs at the top to filter the list by category.

38. Step 38

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To filter the list to only show enhancement requests in a certain category, click the appropriate tab.

Example shown here: Click the Reporting tab.

39. Step 39

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The list is filtered to only show enhancement requests within the selected category.

40. Step 40

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To adjust how many enhancement requests are visible on a single page, click the 25 per page drop-down list.

41. Step 41

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Select the appropriate visibility option from the list.

Example shown here: Click the 100 per page list item.

42. Step 42

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To search for specific text on the page, you can press [Ctrl+F].

43. Step 43

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The Search Bar is displayed at the top of window. Enter the search criteria into the Find field.

Example shown here: Enter "Budget Status Report".

44. Step 44

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Any text that matches the entered search criteria will be highlighted.

45. Step 45

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At the top of the page, click the Release Notes link.

46. Step 46

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The Release Notes page is displayed. From this page, you can view the release notes of completed enhancement requests.

47. Step 47

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To filter out the release notes from a specific responsible group, click the appropriate label in the legend of the chart.

Example shown here: Click the OneSource legend label.

48. Step 48

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The area chart is filtered to exclude release notes from the selected responsible group.

To remove the filter, simply click on the appropriate label once more in the legend.

49. Step 49

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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: Click the 2019 - 05 - OneSource point.

50. Step 50

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The Area Report Records pop-up dialogue box is displayed. The list displays the Responsible Group, Category, Sub-Category, Description, and Status for each of the release notes within the selected responsible group.

Note: Since these are release notes, all the values in the Status column should be Closed.

51. Step 51

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To further filter the results, click the Add filters button and follow the prompts to add an additional filter to the list.

52. Step 52

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To return to the Release Notes homepage, click the Close button.

53. Step 53

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Details

Details

Article ID: 151427
Created
Sun 9/25/22 10:06 AM
Modified
Fri 1/5/24 5:19 PM