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How To: Use the Dooblo Scripting Department “Issue Tracking” System

February 9, 2016 Leave a comment

How To: Use the Dooblo Scripting Department “Issue Tracking” System

Overview

Dooblo offers scripting services to customers. When the Dooblo scripting department scripts projects and once the scripting is complete, you will receive the first version of the script to check on your end. As you check the script you any feedback regarding the script needs to be tracked in our unique “Issue tracking” system. Tracking the issues in the system enabled us to keep things organized and provides both you and Dooblo the ability to discuss feedback in a centralized way with complete history trail and status tracking. The “Issue tracking” system is provided to you as a customer at no cost and is part of our constant efforts to provide the best service possible to our customers.

As soon as the scripting project starts Dooblo will setup your project in our “Issue Tracking” system and you will be able to start working with the system. Logging new issues is very easy to do and the guide below shows how to do so.

Step 1: First time only: Set your password in the system

Step 2: Login and use the system to enter new script issues

Step 3: Viewing the issues logged & their status

Additional Option: Opening the issue through email

 

Step 1: First time only: Set your password in the system

As soon as Dooblo sets up the project in the system you will receive an email from the tracking system prompting you to set your password:

  1. Open the email and click the Set Password link:
  2. Next, the browser will prompt you to set a password for your user. Just choose a password and click the “Let’s Go” button:
  3. That’s it! As soon as you do this you will be automatically logged in to the issue tracking system and your project will appear on the list of projects.

 

Step 2: Login and use the system to enter new script issues

To login and start adding new script issues:

  1. Open the Dooblo issue tracking system from this URL: https://dooblo.sifterapp.com and enter your email and password and click the “Sign in” button:
  2. Once logged in, your project will show up on the list of projects:
    Clicking on the project will bring you to the list of current issues:

  3. To add a new issue, click the “New Issue” Tab:
    This will bring you to the “New Issue” screen.
  4. In the “Subject” please always write the question number or variable name you providing the feedback for and in the description you can write any instruction or request regarding this variable/question:
    You can also attach any screenshot or file to this issue by dragging it from your computer into the are designated:

  5. Finally, just click the “Create Issue” button and you are done!
  6. The issue will immediately appear on the list of issues:
    Dooblo and you will also be notified by email that the issue was opened.

 

Step 3: Viewing the issues logged & their status

As Dooblo works on the issues, you will be notified that changes were made to the issues. Any issue that Dooblo has completed will be moved by the scripter to the “Resolved” status, and a comment will be added. To view the issues and their status and comments:

  1. From the list of issues, click the issue you wish to review, for example, issue #1:
  2. The issue will show, along with its status and recent comments. To view the latest comments, scroll to the end of the list of comments:
    You can re-open the issue if needed and add your comments, or close the issue. This is done from the panel at the end:

  3. Any changes will be saved and reflected in the list of issues. Both the Dooblo scripter and you will get email notifications about the changes.

 

Additional option: Opening the issue through email

A very useful feature is the ability to open issues directly from emails. Instead of logging into the system and filling in the issue, you can simply send the email and a new issue will be opened:

  1. To get the email you need to send emails to, simple follow the steps to get to the “New issue” screen. Then on the bottom you will find a link to “log issues through email” that you can click:

This will bring you to the screen that has the information for opening the issue through email. The email address will show on the list of email addresses as shown here:


note that only emails received from your email address will be logged so you can’t send the project email address to other colleagues. If you need others to log issues through email please send the scripter the email addresses of your colleagues and Dooblo will create additional users in the system for your colleagues.

Categories: Managing Projects

How To Create a User with Tabulation (or any other module) access only

September 29, 2015 Leave a comment

Overview

The new security model of SurveyToGo allows you complete flexibility in defining roles and security permissions. As it is sometime necessary for you to allow your end-customers access to certain parts of the project this guide will show you how to do this. While the guide refers to the Tabulation module, it can be applied to any other module instead.

To create this type of user:

Step 1: Add the new role of the customer to the system

Step 2: Create the customer user

Step 3: Assign the role to the customer user for the specific project

 

Step 1: Add the new role of the customer to the system

To add a new role to the system:

  1. Double Click the “Security Roles” node under the “Security” tree node:
  2. Click the “New project role” button:
  3. In the box enter the name of the role, we called it “Tabulation Customer Role” but it can be any text you’d like. Press enter once done:
  4. Now, You can switch the “Tabulation” right to “Full” from the right pane. This will provide the role with full-permission to the Tabulation module:
  5. Now just click the “Save changes” button and you are done!

Step 2: Create the customer user

If you already have created a user for your customer you can skip this section. If not, you now can create a user for the customer. Here is how:

  1. Right click the “Users” node under “Studio Users & Groups” and select “Create new user”:
  2. Enter the details for the user, user name and password. Then click the “Create” button:
  3. You now have the “Misha” user defined.

Step 3: Assign the role to the customer user for the specific project

You now need to finish things by assigning the user to the relevant project and give him/her the newly created role:

  1. Right click the relevant project and select “Security Settings”:
  2. Click the “Misha” user we created, then check the “Customer Tabulation Role” box and click the “Assign” button to assign the role to the user:
  3. Now don’t forget to hit the “Save Changes” button and you are done!
  4. Next time Misha enters the Studio, the only option for her will be the Tabulation module for the specific project:

That’s it!

Visit us at: http://www.dooblo.net

Categories: Managing Projects
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