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- Overview
- Managing spools of requests
- Creating a spool of requests
- Modifying the characteristics of a spool of requests
- Modifying the access rights for a spool of requests
- Managing the requests found in a spool
Project Management Hub: Spool of requests
The Project Management Hub is used to define spools of requests. A spool of requests corresponds to a list of requests not associated with projects. These requests can be incidents or suggestions sent by the users of the application. Usage example of a spool of requests: The requests are created by different methods: - the "Feedback" component provided with WINDEV. The end users send their requests.
- the Project Management Hub: you have the ability to create a new request and to assign it to a spool.
Remark: A working project and a spool of requests are automatically created when the "Suggestions, problems..." option of the ? menu is included in the WINDEV application. This working project and this spool of requests are automatically associated with the WINDEV application. Managing spools of requests Creating a spool of requests To create a spool of requests: - Display a "Requests" tab in the Project Management Hub (or create a new "Requests" tab if necessary).
- In the ribbon, in the "Management" group, click "Spools".
- Click the "New" button. The wizard for creating a new spool of requests starts. Go to the next step.
- Type the requested information:
- the spool name: This name will be used to identify the spool in the different Control Centers.
- the spool icon: This icon is used to represent the spool.
- the comments: Spool description.
- the rights on the spool (rights to add new requests to the spool, rights to modify the tasks) and the access rights granted to the contributors.
- the customizable columns: These columns are used to enter additional information specific to the spool.
Modifying the characteristics of a spool of requests To modify the characteristics of a spool of requests: - Display a "Requests" tab in the Project Management Hub (or create a new "Requests" tab if necessary).
- In the "Management" group, click "Spools".
- Select the requested spool.
- Click the "See/Modify" button.
- Modify the requested information:
- the spool name: This name will be used to identify the spool in the different Control Centers.
- the spool status: "Enabled" or "Archived". Used to classify the spools of requests.
- the configurable columns: These columns are used to enter additional information specific to the spool.
- the spool icon: This icon is used to represent the spool.
- the comments: Spool description.
- the parameters of email account: Characteristics of the email account used to receive the suggestions and the incidents (e.g., when the option "Suggestions, incidents..." of the ? menu is used).
- Validate.
Remark: The status of selected spool can also be modified by clicking the "Archive" or "Restore" button. Modifying the access rights for a spool of requests To modify the access rights for a spool of requests: - Display a "Requests" tab in the Project Management Hub (or create a new "Requests" tab if necessary).
- In the "Management" group, click "Spools".
- Select the requested spool.
- Click the "Access rights" button.
- Modify the access rights for the teams or for the contributors by checking in the corresponding columns:
- Modification: rights to assign a request found in the spool to a contributor.
- Addition: rights to add a new request to the spool.
- View: rights to view all the requests found in the spool.
- Management: rights to modify the spool characteristics and the access rights.
- To add contributors or teams of contributors, click the "Choose" button.
- Validate.
Managing the requests found in a spool Viewing all the requests of a spool is performed in a "Requests" tab in the Project Management Hub. Different filters are used to select the requests to display: - Follow the evolution of my own requests.
- Process the requests that affect me.
- Select the project to process.
- Select the spool to process.
When the selected requests are displayed, you have the ability to:
This window is used to: - add a request ("New request" in the ribbon or "Add a request" in the context menu). The request can be directly assigned to a contributor or to a team.
- refuse a request ("Cancel the request" in the context menu of the request). To view the rejected requests, check "Canceled".
- transform a request into task ("Create a task from the request" in the context menu of the request).
- link a request to a task ("Link the request to a task" in the context menu of the request).
- transform a request into incident ("Create an incident from the request" in the context menu of the request).
- ...
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