Project Administration

In order to use FootPrints to track specific data and take full advantage of its power, FootPrints projects can be customized.  To customize the current project, select Administration | Project from the FootPrints Toolbar (you must be a Project or System Administrator).  This displays the Project Administration page in the main frame of the browser, in which you can add users, customize fields, and customize other options for the current project.

Project Administrators can set options on a per project basis.  The options are:

• General
• Project Options—Set project-wide option
• Mail Preferences—Configure Email notification rules and formatting
• Users and Roles
• Agents

• Add Agents—Add new Agents to this project
• Edit Agents—Change the properties of or remove Agents from the project
• Teams—Organize Agents into assignment Teams

• Customers

• Add Customers—Add new Customers to this project
• Edit Customers—Change the properties of or remove Agents from the project
• Customer Options—Define project-wide options for Customers

• Roles
• User Roles—Create and manage permission roles for Agents and Customers
• User Preference Templates—Define user preference templates for Roles
• Fields
• Field Maintenance—Manage the Project Fields that appear in theIssue Information section
• Statuses—Manage the Status field
• Priorities—Manage the Priority field
• Dependencies—Create dependencies between Project fields
• FootPrints Fields—Rename built-inFootPrints fields (Title, Status, Priority, etc.)
• Titles—Define drop-down choices for the Title field
• Schema—Show Project's schema
• Language of Project and Address Book Fields—Manage the language of the labels of Project and Address Book fields
• Dynamic SQL Field Mapper—Dynamically link project fields to entries in an external database
• Automated Workflow
• Escalation—Configure automated Escalation and Business Rules
• Service Level Management—Configure Service Level Agreements
• Auto Assignment—Configure default assignment and auto-assignment rules
• Quick Issue Template—Create and manage Quick Issue templates
• Auto Run Reports—Set up automated report scheduling
• Customer Surveys—Create a Customer Survey to be sent to Customers when their Issues are closed
• Submission Tracking—Track the method used to submit Issues
• Issue Workflow—Configure behavior for dynamically linked issues
• Change Management—Configure the rules for the Change Management module.
• Other Options
• Knowledge Base—Manage the Knowledge Base
• Report Templates—Create Report templates for single-Issue reports
• Calendar and Scheduling—Manage the Project Calendar and Agent availability matrix
• Issue Edit Lock—View and unlock currently edited Issues
• File Attachments—Manage file attachments
• Colors—Manage the colors in the interface