Project Wizard Step 2–Built-in Fields

This step allows you to customize some of the built-in FootPrints fields for your project.

Priority

The Priority field is used to rate Issues by importance or impact. Options for priority include:

• Maximum Priority—The number selected here defines the range or number of priorities available for Agents to select when creating an Issue. Any number from 1—100 can be selected.  This defaults to the number assigned by the project template.
• Default Priority—This is the default Priority assigned when users create new Issues.  If 2 is selected, new Issues are created with a priority of 2 unless the Agent or an automated escalation rule changes it. If words are assigned to the Issue (see below), the corresponding word is the default (for example, Medium).
• Priority Words and Colors—Words and colors can be assigned to Priorities.  Rather than selecting 1, 2, 3, etc., Agents can select Urgent, High, Medium, etc.  If colors are selected, they appear on the FootPrints Homepage.  Words are assigned by the Project Setup Wizard.  To change the words, to add a word or words for additional priorities, and to select colors, click the link to Assign Words and/or Colors to Priorities.

To map Priority words and colors:

1. Click the link to Assign Words and/or Colors to Priorities.  A small pop-up window is displayed.  There are input boxes for each priority level in the pop-up window.
2. Enter a word or phrase for each priority level that is blank, or change the existing word.
3. To select a color, click Pick next to a priority level.  Another pop-up window appears with a color map.
4. Select a color.  The color box for the priority is populated with the hex code.
5. Click GO to save your changes.

Status

The Status field is used to define the workflow of Issues, or the stages that an Issue will move through from beginning to end. Statuses can be added, deleted and reordered here. The dialog is pre-filled with the Statuses defined by the project template.

To add a Status:

1. Enter a name for the new Status.
2. Click the Add button.  By default, the new Status is listed just before Closed.

To delete a Status:

1. Select the Status in the dialog box (it will be highlighted in blue).
2. Click Delete Status.  The Status is removed from the list.

To re-order Statuses:

1. Select a Status in the dialog box (it will be highlighted in blue).
2. Use the Up and Down arrow buttons to move a Status up and down in the list.

Note

Open and Closed are built-in and cannot be changed or re-ordered.  You can change the words that represent them from within FootPrints on the Status administration page.  In addition, there are other built-in Statuses used by FootPrints that are not displayed here, including Deleted and Request. Refer to the Project Administration topic on Statuses for more information.

Time Tracking

The Time Tracking field is used to track the time that Agents spend working on Issues.  Time can be tracked automatically by the system or manually by the Agent.  Agents can be assigned hourly billing rates to be used in tracking the cost of Issues in addition to the time spent.  Time can be tracked for any Agent when creating Issues and when editing Issues.  The total time counted over all sessions is accumulated and stored for the Issue. If this feature is not needed, it can be disabled for the project.

Time Tracking data can be included in reports or exported to a billing system. For more information on creating Time  Tracking reports, please refer to the topic titled Time-tracking Reports.

Options for Time Tracking:

• Automatic—If this is selected, a visible clock automatically tracks the time spent by Agents working on Issues.  This is useful for a call center or service desk where the Agents do most of their work at their desks. A "Pause" button is displayed on the Issue form to allow the Agent to temporarily pause the clock.
• Manual—If this is selected, Agents manually enter the amount of time worked on an Issue. This is useful for desktop support teams or projects where users will do much of their work away from FootPrints. There are 2 sub-options:
• Permissions
• Optional—Agents have the option to fill in time spent when creating or editing Issues.
• Mandatory—Agents are required to fill in time spent each time an Issue is created or edited.
• Start Date/Time
• Always use current date & time—By default, the date and time at which the Agent enters the information is automatically recorded by FootPrints.
• Manually enter start date & time—If this option is selected, the Agent can fill in the date and time work began manually. This is useful if Agents often do their work away from FootPrints, and only update their Issues at a later time.
• Disable—If this is selected, Time Tracking is disabled for the project.

When you have finished making changes to the built-in fields, click Next.

Proceed to Step 3