Start loading
Initiation of the loading procedure is done by selecting the button with the "+" icon in the main menu of Wiveez (on the left).
You then access a page containing the list of projects and Agile boards on your Jira Cloud server. By default, the "Project" tab is selected.
You can select the period over which you wish to measure the indicators.
1 month : load issues that have been in "Done" status in the last 30 days, relative to the upload date + issues in "To Do" or "In Progress" status ;
3 months: load issues that have been in "Done" status in the last 90 days, relative to the upload date + issues in "To Do" or "In Progress" status ;
6 months: load issues that have been in "Done" status in the last 180 days, relative to the upload date + issues in "To Do" or "In Progress" status ;
1 year: load issues that have been in "Done" status in the last 365 days, relative to the upload date + issues in "To Do" or "In Progress" status ;
All: load every issues ;
Custom: allows you to define the loading period by entering a start and an end date. It will then load issues that have been in "Done" status over the selected period + issues in "To Do" or "In Progress" status ;
Start: allows you to define the loading period by entering a start date. It will then load issues that have been in "Done" status between the entered start date and the upload date + issues in "To Do" or "In Progress" status.
The initiation of the import is done via the "Import" button.
The user has the option to cancel the upload via the "Cancel" button.
Product loading
Launching the loading of a product is done in the background, so as not to block the user during data recovery.
The user can, at any time, follow the progress of the loading and the estimated time remaining.
As soon as the loading is complete, you can start the product configuration by clicking the "BEGIN CONFIGURATION" button.
Configure a product
Step 1 of 3 - Configure issue types
Jira allows you to create an infinite number of issue types.
In order for Wiveez to be able to offer you metrics and indicators (KPIs) reflecting your product, you must differentiate the types of issues to be used in the calculation.
You must also allow the application to differentiate the types used for anomalies (bugs). This allows the application to tell you the anomaly rate, by Product, Version (Fix Version), Feature (Epic) and Label.
For these two settings, you need to check the corresponding boxes in the list of issue types:
It is useless and not recommended to check the type dedicated to Features (“Epic”) for the calculation of the indicators presented in the dashboards dedicated to each Feature. Features detection and calculation is done automatically.
Select the "Apply" button to proceed to the next step.
Step 2 of 3 - Configure Workflow
Jira allows you to create a workflow adapted to each project or issue type.
Jira also logs all the steps created on a workflow, whether they are used or not.
When loading a product in Wiveez, all the statuses (steps) of the workflow are transmitted.
You must then choose which statuses (steps) Wiveez must use to calculate the indicators.
To do this, you must define which statuses will be represented in the three main categories of the flow: To Do, WIP (Work In Progress) and Done.
Moving from a workflow status to the Wiveez workflow is done by dragging and dropping from the top column (Jira workflow) to one of the bottom ones (Wiveez workflow).
Situation before selecting workflow statuses (example):
Situation after assigning Jira workflow statuses in Wiveez workflow (example):
A status defined as "To Do" in Jira can be used in a "To Do", "In Progress" or "Done" column of the Wiveez workflow. The same goes for Jira's other "In Progress" and "Done" statuses. It is not imperative to use the same category for a step.
It is not mandatory to use all Jira statuses in the Wiveez workflow.
The order of the statuses, recalled using the number to the left of the name, is important and defines the way issue transitions will be interpreted to reconstruct the workflow traversal in Wiveez.
Select the "Apply" button to go to the next step.
Step 3 of 3 - Configure Wiveez workflow statuses for Efficiency calculation
In order to be able to calculate the efficiency indicator of the Wiveez workflow, you must indicate which are the statuses on which an activity is carried out and which are waiting statuses.
By default, "To do" statuses are pending statuses. On the contrary, all "In Progress" statuses are considered to have activity and are therefore activated in the list.
Example of efficiency configuration:
Select the "Apply" button to go to the next step.
Calculation of metrics and indicators
Once the product configuration is finalized by clicking on the "Close" button, the calculation of metrics and indicators starts automatically.
The calculation is based on issues meeting the configuration criteria:
having a issue type of those selected ;
being in one of the statuses of the Wiveez workflow (one of the 3 bottom columns).
The efficiency calculation is done on the same issues, the active and inactive time based on the configuration you entered for the statuses.
This calculation is done in the background. You can, if you wish, leave Wiveez to use Jira or open another product in Wiveez using the portfolio.
As soon as the calculation of the indicators is finished, you have direct access to the product, via the summary dashboard.
For more information, you can consult the documentation of the Wiveez’s dashboards.