WHAT'S NEW IN ICEFLO V4.4

Transcription

1 WHAT'S NEW IN ICEFLO V4.4

2 Table of Contents... 0 What's New v Video Overview... 3 Single Tier Interactive Grid for Edit - Stages and Tasks... 4 Editing Stages and Tasks - Permissions...10 Activity Reporting for Audit...12 Import Template...13

3 What's New v Video Overview This video overview captures some of the new features and enhancemets of v Page 3

4 Single Tier Interactive Grid for Edit - Stages and Tasks A re-modelled Interactive Grid enables simplified editing of Stages and Tasks within an STP. On selecting the Edit button, the Edit STP - Tasks screen presents Stages and Tasks in the same format as you see on the List Tasks screen in Run mode. The panel allows you to quickly navigate across Stages to make additions and edits to both Stages and Tasks, whilst retaining the full plan in context. Anyone who is in the Deployment Team with permissions of Admin, Manager or Author can edit all of the fields in the plan, whilst the STP and Tasks are in certain states. The State rules for Edit have not been changed. Click the Edit Mode button Click the Edit button You will now be able to click into any cell and edit the data within that cell. This format allows you to edit your plan whilst seeing it in the format in which it will be executed. Page 4

5 The Interactive Reports panel now has the Row selection added, so the view can be reduced or extended as required. Checking the Select All box then clicking on the Actions button alongside the tick box allows you to do some multiactions, including Approve all Tasks and Delete all Tasks. Page 5

6 On selecting Approve Tasks, a pop-up modal will present the list of Tasks you'd like to Approve. You can choose to deselect certain Tasks at this point, by using the check boxes to deselect. Page 6

7 On selecting Delete Tasks, all Tasks presented will have a strike-through. You can undo Delete all Tasks by clicking on the menu again and selecting Revert Changes. Clicking on a Stage Header menu, will enable a number other actions to be carried out in relation to that Stage only. These actions are: View Stage - this will bring up the details of the Stage Headers Add Stage - this will add a Stage to the STP (Stages can also be added using the Add Stage button in the top panel of the Grid) Copy Stage - this will allow a copy Stage from any STP Move Stage - allows for moving a Stage into a different part of the STP Page 7

8 Delete Stage Add Task - to use for adding a Task to the Stage you have selected Clicking on a Task Menu will enable you to carry out a number of actions in relation to the Task selected: View Task - will present the Task detail screen Add Task - to add a Task in the Stage Approve Task - to approve only that Task Copy Task - to copy the Task and place it anywhere in the STP Move Task - to move the Task anywhere in the STP Delete Task Page 8

9 To edit the detail of any Stages or Task withing the STP, select the Edit button or double click on the cell you would like to make edits within. In either case, you must click on Save to save any of your changes. Once you are in a field to edit, you can tab along the columns to edit the next field in the row. The Dependency, Backout Trigger, Notes and Document icons will present the relevant pop up modal when selected. Page 9

10 Editing Stages and Tasks - Permissions With the introduction of the new Activity panel some of the rules and permissions have been simplified. Many task fields can now be edited in all Task states. Multi Actions selection (check boxes and top Actions menu) is enabled for Tasks only and applies to Author and above in the DeploymentTeam. STP state rules apply in terms of being editable. Single Stage Actions menu is available for users of Author level and above in the Deployment Team. STP state rules and some secondary rules apply. Single Task Action menu is available to Users of Author level and above and in the Deployment Team. STP state rules and some secondary rules may apply Users of Author level and above in the Deployment Team can edit Stages and Tasks. The Approval lifecycle and state transitions of the STP remain the same. Page 10

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12 Activity Reporting for Audit A new tab is available on the STP Detail screen and lists all changes made to Stages and Tasks from the point of creation. The Activity List will highlight the following attributes: Time stamp - when the action was taken By - who made the edit or change Plan - Implementation or Backout ET ID - Event Task ID if the STP is in an Event Name - Task or Stage ID and Title Action - what action was taken, like an update, delete, move, copy, etc Object - Stage or Task Item - what was changed ie, Title, Duration, Dependency etc New Value - What has the action changed the Object to Old Value - what was the original version The Interactive Reports will show all Imp and Backout Plan Stages and Tasks on the primary Report and can be filtered on just Imp plan or Backout plan under Reports 2 and 3. Page 12

13 Import Template An improved and informative Import Template is available to make it easy to prepare import data in the correct format to upload into ICEFLO. The template reflects the structure of columns, and provides the suggested information type which should be contained in the appropriate cells. The file is an example of an STP with Pre Imp, Imp and Post Imp Phases, and Stages and Tasks within each of these Phases. The cells have all been presented in the correct format which is required to complete the Upload. On the Import screen, expand the Information panel to see where the Import example file can be downloaded from. Import File Sample The Import Information Panel has been expanded to provide more guidance and tips when Importing files into ICEFLO. The panel can be expanded and collapsed as required. Page 13

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