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Jimi Wikman

Designing Jira Workflows

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Designing Jira Workflows

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We go over transitional and producing workflows, designing issue types and how to divide projects into a scalable solution that also can be used for SAFe.  Stockholm AUG Leader Jimi Wikman show the setup he has built based on his experience as a  project leader, release manager, designer, front end developer, requirement analyst and tester. He show his best tricks on what works in small and large scale organizations based on his experiences as a Jira expert.

Prepare for a provocative and inspiring session where we dive into the 4 design principles for a sustainable, flexible and controlled Jira that works.

For real.


 

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      Requirements in Jira has long been a wish for many Jira users. Many have tried it and many have failed because Jira is not designed to work with controlled requirements. Because of this I have always suggested to work with requirements in Confluence, but with RTM from Deviniti, I might change my mind about that.
      I am a certified requirements analyst and as someone who works in all positions in a development process I know the importance of good requirements. While good communication is key for a good workforce it does not remove the need for controlled requirements. In Jira you can setup requirements as part of a workflow or as a separate issue type, but the experience is far from controlled.
      When I saw RTM from Deviniti for the the first time I was intrigued. It looked very similar to older systems like HP QC (now Micro Focus Quality Center) in it's structure. I installed it on my Jira instance and have played around with it for a while now. So far I am very impressed, especially since Deviniti have confirmed that some of the things I miss are in their roadmap.
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      RTM comes with five main modules, plus a bunch of reports. The modules are all customizable so you can define what issue types you want to map with what module. This is great because that way I can map towards already existing issue types, or custom make new ones if needed. For Defects I can even map multiple issue types, which is great if you like me use both Defect and Incident. This is also possible for Requirements which is necessary for working with multiple types. In my setup I only have functional and non-functional requirements, but you can add more if you like.

       
      The RTM Requirements module
      This is the exciting part of RTM! Working with requirements in RTM feels just like in ALM or other older systems, but with the ease and great usability of Jira. You can quickly create a tree structure and rearrange the tree is easy and fast with drag and drop. Existing requirements can be imported using the import function that is located in the left column where the tree is under the three dots.
      You can customize the tree structure in the RTM configuration that is located under project settings. There you can select if you want auto numbering and if you want the issue number to be written out or not.
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      The RTM Test Cases Module
      Test cases are reusable tests with test steps that you use in the test plans to perform tests. RTM is competing with some big shoes in the test department, but they hold up pretty good here. I like the configuration for the test steps that you have in the RTM configuration under project settings where you can modify the columns for the test steps. This allow me to define what columns I want with ease. You can also select what the starting status is, but right now you can not add or edit the standard statuses.
      As with all modules you can import existing test cases using the import function above the tree structure where you see the three dots.

      The RTM Test Plans Module
      Test plans are equally easy to create and manage. In the test plan you connect test cases and test executions to get the full overview of the test scope and result. In the overview of the test cases connected to the test plan you can change the order, create new test cases or add test cases.
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      The RTM Test Executions Module
      The test executions module allow you to quickly execute test plans and you can structure them the same way as all the modules. You can re-execute test executions, which then create a new test execution that you can place in a folder directly. This is great for example smoke test that you want to run frequently.
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      The RTM Defects Module
      The Defects module give you an overview of the defects in the projects.  If you are adding RTM to an existing project where you already have defects, then you can easily import them using the import function. It is a bit hidden, but you find it in the left column under the three dots.

      The Good and The Bad
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      What I miss are the version management that absolutely must be there. This is one of the things that are on the roadmap for the future. Hopefully this can tie into some form of approval process to better control changes. This is important for large organizations, but also for non-functional requirements that usually are global.
      Acceptance Criteria
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      Import from other projects
      One of the things I miss is the ability to import from other projects. This is especially useful for non-functional requirements that are often shared between many projects. I would like to be able to import these as read only so I can have them as part of the requirement structure, but not be able to edit for example legal requirements. I can make a requirement in the existing project and link for now, but I think import as read only would be a better solution.
      Quickfilters in Defects module
      The only thing I miss here is the possibility to add quick filters, just like in boards. This would allow me to better use this view based on my need. I found myself jumping to filters a few times to get a more focused view and with quick filters that would not be necessary.
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      Better integration with Confluence
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