Issue Master

For effective and efficient project based issue management

PLEASE NOTE: The following document is in draft and subject to change.

Documentation

Author: eMarket Design
Last Updated: 2016-09-24

Introduction

Helps organizations resolve project issues quickly and consistently.

Concepts

The following is the definition(s) of the concept(s) covered in the context of Issue Master app:

Last Updated: 2014-12-13

Issues

An issue is anything that might affect the project meeting its goals such as bugs, tasks, and feature requests that occur during a project's life cycle.

Last Updated: 2014-12-13

Members

Members are human resources who could be assigned to handle issues.

Last Updated: 2014-12-13

Projects

A project is a collection of related issues. Projects have a unique version number, specific start and end dates.

Last Updated: 2014-12-13

Content Access

Issue Master provides access to content based on a user's role in your organization. A role defines a set of tasks a user is allowed to perform and is assigned to a user when he or she registers into the system. Please check the Roles and Responsibilities section of this document to see the available access roles and the functionality they have access to.

Working with Issues

Using Issue Master, you can create, modify, delete, and search issue records, associated taxonomies, or relationships.

Last Updated: 2015-07-23

Creating Issues

To create issue records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Issues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the issue list page.
  4. Start filling in your issue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set issue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the issue status changes to "Published" or "Pending Review". Users must have "publish" right to publish issues. Users who do not have "publish" right can still create issues; however, these issues must be reviewed and approved by a user with issue "publish" right. Check Roles and Responsibilities section of this document to see which access groups have issue "publish" right.

Alternatively, you can create issue records using the issue entry form in the frontend by filling out the required fields.

Last Updated: 2014-12-13

Uploading Issue Documents

Issue Documents file can be linked to Issues using the admin backend or using the "issue" entry form in the frontend when creating a new issue. You can upload unlimited number of Documents.

After the issue is created. Only the users who has "publish" right can upload Documents using the issue edit screen.

Last Updated: 2015-06-08

Modifying Issues

Issues can be modified by clicking on the "Edit" link under the issue title in the issue list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2014-12-13

Issue Revisions

Issue revisions are stored when you save Issues as a draft or publish an update. The issue revisions allow you to see what changes were made in each revision by dragging a slider (or using the Next/Previous buttons). The display indicates what has changed in each revision - what was added, what remained unchanged, and what was removed. Lines added or removed are highlighted, and individual character changes get additional highlighting. Click the 'Restore This Revision' button to restore a revision.

The revisions page also includes a 'compare any two revisions' mode that allows you to compare any two individual revisions. In this mode, the slider has two handles, one representing the revision you are comparing from and one representing the revision you are comparing to. Drag the handles to see what has changed between any two specific revisions. Note: the 'Restore This Revision' button always restores the revision you are comparing to.

To return top the issue edit screen without restoring a revision, click on the issue title at the top of the page.

Revision history box can be enabled/disabled using the screen option tab at the top of the edit screen. Revision history box details who made the change and when the revision was made.

Last Updated: 2015-06-08

Searching Issues

In Issue Master, users are only allowed to search issues they have access to. Users who have access to issues can search using the filter system in the issue admin areaor search forms in the frontend You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2015-06-08

Scheduling Issues

To schedule Issues for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Issues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the issue list page.
  4. Start filling in your issue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set issue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Issues. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the issue to publish at the desired time and date.
  7. After the submission is completed, the issue status changes to "Published".
Last Updated: 2015-06-08

Password Protected Issues

To create a password protected issue in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Issues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the issue list page.
  4. Start filling in your issue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set issue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that issue in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the issue is already published.)
  9. After the submission is completed, the issue status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your issue or modify visibility setting by clicking the "Visibility: Edit" link again.

When issue content is password protected, issue title displays the text "Protected: " before the issue Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple issues have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different issues with two different password, you must re-enter the issue password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2015-06-08

Private Issues

Issues can be privately published to remove them from issue lists and feeds.

To create a private issue in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Issues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the issue list page.
  4. Start filling in your issue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set issue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the issue status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the issue can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private issues?

Only users with "publish issues", "edit private issues", "read private issues", and "delete private issues" authorization permission levels can create and see private issues. Users who have the same access level with the author but have a relationship-limited access of a private issue can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private issues.

Check Roles and Responsibilities section of this document to see which user roles can privately publish issues.

Last Updated: 2014-12-16

Previewing Issues

To preview issue content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2014-12-13

Draft Issues

To create a draft issue in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Issues' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the issue list page.
  4. Start filling in your issue fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set issue taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the issue status stays at "Draft".
Last Updated: 2015-07-23

Issue Author

Once the issue is published the user who created the issue is assigned as the issue author. Issue authors can view and edit the issue. One can change the issue author from the author box. The author box drop down is limited to the users who have issue "publish" right.

Last Updated: 2014-12-16

Creating Issue Discussions

Issue Comments allow having a discussion related to the issue. Issue Comments are automatically enabled when the issue is created.

When you enable Issue Comments on a record, a comment form is displayed under "Issue Comments" section. Using the comment form here users can submit their comments.

Once a Issue Comment is submitted, approve, modify, reply or delete actions can be performed either in the Issue Master dashboard or in the issue edit page. Once Issue Comment is approved, the comment appears under "Issue Comments" section of the issue page right above the comment form.

One can enable or disable Issue Comments in the admin area in two ways.

  • Navigate to the editing screen for the issue, find the “Discussion” box and check or uncheck “Allow Comments.” If you do not see the “Discussion” box on the edit issue page, click “Screen Options” in the upper right corner of the browser window. Make sure the box next to “Discussion” is checked. Save your changes by clicking “Publish”, “Save Draft” or “Update."
  • Alternatively, navigate to the issue list screen, find the one you want and hover your cursor over the title of the issue. You will see several links appear underneath the title. Click "Quick Edit" and check “Allow Comments.” Click “Update” to turn comments on for that issue.
Last Updated: 2014-12-13

Linking Affected Projects

You can create connections between Projects and Issues by clicking on "Create Connection" link in the "Affected Projects" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your issue. You can create as many connections as you need.

Last Updated: 2014-12-13

Linking Assignee

You can create connections between Members and Issues by clicking on "Create Connection" link in the "Assignee" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your issue. You can create at most one connection.

Last Updated: 2014-12-13

Linking Participants

You can create connections between Members and Issues by clicking on "Create Connection" link in the "Participants" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your issue. You can create as many connections as you need.

Last Updated: 2014-12-13

Setting Browsers

Browser can be set by typing the desired option in the empty text field and clicking "Add" button in "Browsers" box and updating/saving the issue. Setting a value for Browser is optional. Browser is also not organized hierarchically meaning there's no relationship from one Browser value to another.

Issue Master comes with a preset Browsers defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Browsers.

Last Updated: 2015-06-08

Setting Categories

Category can be set by clicking on the desired option in "Categories" box and updating/saving the issue. Setting a value for Category is optional. Category is also not organized hierarchically meaning there's no relationship from one Category value to another.

Issue Master comes with a preset Categories defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Categories.

Last Updated: 2014-12-13

Setting Operating Systems

Operating System can be set by typing the desired option in the empty text field and clicking "Add" button in "Operating Systems" box and updating/saving the issue. Setting a value for Operating System is optional. Operating System is also not organized hierarchically meaning there's no relationship from one Operating System value to another.

Issue Master comes with a preset Operating Systems defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Operating Systems.

Last Updated: 2015-06-08

Setting Priorities

Priority can be set by clicking on the desired option in "Priorities" box and updating/saving the issue. Setting a value for Priority is optional. Priority is also not organized hierarchically meaning there's no relationship from one Priority value to another.

Issue Master comes with a preset Priorities defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Priorities.

Last Updated: 2015-06-08

Setting Statuses

Status can be set by clicking on the desired option in "Statuses" box and updating/saving the issue. Setting a value for Status is optional. Status is also not organized hierarchically meaning there's no relationship from one Status value to another.

Issue Master comes with a preset Statuses defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Statuses.

Last Updated: 2014-12-13

Setting Tags

Tag can be set by typing the desired option in the empty text field and clicking "Add" button in "Tags" box and updating/saving the issue. Setting a value for Tag is optional. Tag is also not organized hierarchically meaning there's no relationship from one Tag value to another.

Tags do not have preset values.

Last Updated: 2015-01-10

Displaying Issues

Displaying Issue archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Issue, you can select the link from Issue metabox and add it to your menu. If you don't see Issue metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Issue archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /issues to the URL field
  4. Type in Issues or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Issues. Issue archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2015-07-23

Email Piping Issues

Issues can be created through emails by purchasing WPAS incoming email extension. After activation of the extension, incoming email link will appear under Issue Master menu in the admin area. WPAS incoming mail extension allows to poll IMAP or POP3 servers, with or without SSL/TLS to receive emails. Polling frequency can be set to allow processing emails in specified intervals.

Using WPAS incoming email extension. You can define specific message processing rules per Issue:

  • Deleting emails after creating Issues
  • Setting maximum number of emails to post: a handy feature exp; if you want to accept specific number of Issues.
  • Protection against spam or unauthorized Issue creation using email pins, authorized addresses, and banned file names.
  • Allowing visitors(users who do not have publish capability) to create Issues via email
  • Setting default subject for email without any subject line.

  • Setting separate Issue post statuses for users and visitors.
  • Using shortcodes to categorize emails or to set values.

Email processing activity history is recorded for processing errors or validations.

Incoming email settings can be configured by selecting Issue Master menu in the admin area and clicking on Incoming email link.

Last Updated: 2014-12-29

Locking Issues

In Issue Master, Issues are locked during editing, preventing other users from accessing and modifying the Issue.

If a user clicks to edit one of the Issue records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Issues listing.
  2. Preview - Preview the current state of the Issue that's being edited.
  3. Take Over - Lock out the current editor of the Issues and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Issue. It can take up to 15 seconds for the current Issue editor to be notified that another user has taken over.

Working with Members

Using Issue Master, you can create, modify, delete, and search member records, associated taxonomies, or relationships.

Last Updated: 2015-07-23

Creating Members

To create member records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Members' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the member list page.
  4. Start filling in your member fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set member taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the member status changes to "Published" or "Pending Review". Users must have "publish" right to publish members. Users who do not have "publish" right can still create members; however, these members must be reviewed and approved by a user with member "publish" right. Check Roles and Responsibilities section of this document to see which access groups have member "publish" right.

Alternatively, you can create member records using the member entry form in the frontend by filling out the required fields.

Last Updated: 2014-12-13

Uploading Member Photo

Member Photo image file can be linked to Members using the admin backend or using the "member" entry form in the frontend when creating a new member. You can upload at most 1 file.

After the member is created. Only the users who has "publish" right can upload Photo using the member edit screen.

Last Updated: 2015-06-08

Modifying Members

Members can be modified by clicking on the "Edit" link under the member title in the member list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2015-06-08

Searching Members

In Issue Master, users are only allowed to search members they have access to. Users who have access to members can search using the filter system in the member admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2015-06-08

Scheduling Members

To schedule Members for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Members' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the member list page.
  4. Start filling in your member fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set member taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Members. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the member to publish at the desired time and date.
  7. After the submission is completed, the member status changes to "Published".
Last Updated: 2015-06-08

Password Protected Members

To create a password protected member in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Members' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the member list page.
  4. Start filling in your member fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set member taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that member in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the member is already published.)
  9. After the submission is completed, the member status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your member or modify visibility setting by clicking the "Visibility: Edit" link again.

When member content is password protected, member title displays the text "Protected: " before the member Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple members have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different members with two different password, you must re-enter the member password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2015-06-08

Private Members

Members can be privately published to remove them from member lists and feeds.

To create a private member in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Members' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the member list page.
  4. Start filling in your member fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set member taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the member status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the member can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private members?

Only users with "publish members", "edit private members", "read private members", and "delete private members" authorization permission levels can create and see private members. Users who have the same access level with the author but have a relationship-limited access of a private member can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private members.

Check Roles and Responsibilities section of this document to see which user roles can privately publish members.

Last Updated: 2014-12-16

Previewing Members

To preview member content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2014-12-13

Draft Members

To create a draft member in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Members' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the member list page.
  4. Start filling in your member fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set member taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the member status stays at "Draft".
Last Updated: 2015-07-23

Member Author

Once the member is published the user who created the member is assigned as the member author. Member authors can view and edit the member. One can change the member author from the author box. The author box drop down is limited to the users who have member "publish" right.

Last Updated: 2014-12-13

Linking Assigned Projects

You can create connections between Projects and Members by clicking on "Create Connection" link in the "Assigned Projects" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your member. You can create as many connections as you need.

Last Updated: 2014-12-13

Linking Issues Participated

You can create connections between Members and Issues by clicking on "Create Connection" link in the "Issues Participated" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your member. You can create as many connections as you need.

Last Updated: 2014-12-13

Setting Countries

Country can be set by clicking on the desired option in "Countries" box and updating/saving the member. Setting a value for Country is optional. Country is also not organized hierarchically meaning there's no relationship from one Country value to another.

Issue Master comes with a preset Countries defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Countries.

Last Updated: 2014-12-13

Setting States

State can be set by clicking on the desired option in "States" box and updating/saving the member. Setting a value for State is optional. State is also not organized hierarchically meaning there's no relationship from one State value to another.

Issue Master comes with a preset States defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined States.

Last Updated: 2015-01-10

Displaying Members

Displaying Member archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Member, you can select the link from Member metabox and add it to your menu. If you don't see Member metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Member archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /members to the URL field
  4. Type in Members or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Members. Member archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2014-12-29

Locking Members

In Issue Master, Members are locked during editing, preventing other users from accessing and modifying the Member.

If a user clicks to edit one of the Member records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Members listing.
  2. Preview - Preview the current state of the Member that's being edited.
  3. Take Over - Lock out the current editor of the Members and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Member. It can take up to 15 seconds for the current Member editor to be notified that another user has taken over.

Working with Projects

Using Issue Master, you can create, modify, delete, and search project records, associated taxonomies, or relationships.

Last Updated: 2015-07-23

Creating Projects

To create project records in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Projects' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the project list page.
  4. Start filling in your project fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set project taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click Publish. If you do not have publish privileges, the "Submit for Review" button is displayed.
  7. After the submission is completed, the project status changes to "Published" or "Pending Review". Users must have "publish" right to publish projects. Users who do not have "publish" right can still create projects; however, these projects must be reviewed and approved by a user with project "publish" right. Check Roles and Responsibilities section of this document to see which access groups have project "publish" right.

Alternatively, you can create project records using the project entry form in the frontend by filling out the required fields.

Last Updated: 2014-12-13

Uploading Project Documents

Project Documents file can be linked to Projects using the admin backend or using the "project" entry form in the frontend when creating a new project. You can upload unlimited number of Documents.

After the project is created. Only the users who has "publish" right can upload Documents using the project edit screen.

Last Updated: 2015-06-08

Modifying Projects

Projects can be modified by clicking on the "Edit" link under the project title in the project list page in the admin area. Make any necessary changes and then click Publish.

Last Updated: 2015-06-08

Searching Projects

In Issue Master, users are only allowed to search projects they have access to. Users who have access to projects can search using the filter system in the project admin area. You can use drag-and-drop admin interface for sorting, creating/saving complex filters, and ordering columns in the entity list pages.

Last Updated: 2015-06-08

Scheduling Projects

To schedule Projects for publication on a future time or date in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Projects' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the project list page.
  4. Start filling in your project fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set project taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Edit" in the Publish area next to the words "Publish immediately". You can also change the publish date to a date in the past to back-date Projects. Change the settings to the desired time and date. You must also hit the "Publish" button when you have completed the project to publish at the desired time and date.
  7. After the submission is completed, the project status changes to "Published".
Last Updated: 2015-06-08

Password Protected Projects

To create a password protected project in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Projects' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the project list page.
  4. Start filling in your project fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set project taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Password protected".
  7. Enter a password that will be required to view that project in the text field. The password is limited to 20 characters.
  8. When you are ready, click the "Publish" button (or "Update" if the project is already published.)
  9. After the submission is completed, the project status changes to "Published".

Only an Administrator and users with "publish" right can change the password set for your project or modify visibility setting by clicking the "Visibility: Edit" link again.

When project content is password protected, project title displays the text "Protected: " before the project Title and the content prints a password form with this text: "This content is password protected. To view it please enter your password below:".

If multiple projects have the same password, one will only have to enter the required password once. Only one password is tracked at a time so if you visit two different projects with two different password, you must re-enter the project password to access content. WordPress saves passwords for maximum 10 days. After this period expires, one must reenter the password again to view the protected content.

Last Updated: 2015-06-08

Private Projects

Projects can be privately published to remove them from project lists and feeds.

To create a private project in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Projects' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the project list page.
  4. Start filling in your project fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set project taxonomies and relationships. All required relationships or taxonomies must be set.
  6. Click the "Edit" link next to Visibility in the publish box and select "Private".
  7. Once you change the visibility to private, the project status changes to "Privately Published".
  8. When you are ready, click the "UPDATE" button.

Only an Administrator and users with "publish" right for the project can change visibility setting by clicking the "Visibility: Edit" link again.

Who can publish and see private projects?

Only users with "publish projects", "edit private projects", "read private projects", and "delete private projects" authorization permission levels can create and see private projects. Users who have the same access level with the author but have a relationship-limited access of a private project can not view the content even if they have access rights to the content. User who have access to the content but not limited by a relationship can still see and modify private projects.

Check Roles and Responsibilities section of this document to see which user roles can privately publish projects.

Last Updated: 2014-12-16

Previewing Projects

To preview project content press the "Preview" button - a button directly above the “publish” button - in the publish box before officially publishing or sending for review.

Last Updated: 2014-12-13

Draft Projects

To create a draft project in the admin area:

  1. Log in to your Administration Panel.
  2. Click the 'Projects' tab.
  3. Click the 'Add New' sub-tab or the “Add New” button in the project list page.
  4. Start filling in your project fields. You must fill all required fields. All required fields have red star after their labels.
  5. As needed, set project taxonomies and relationships. All required relationships or taxonomies must be set.
  6. When you are ready, click "Save Draft" button in the publish box.
  7. After the submission is completed, the project status stays at "Draft".
Last Updated: 2015-07-23

Project Author

Once the project is published the user who created the project is assigned as the project author. Project authors can view and edit the project. One can change the project author from the author box. The author box drop down is limited to the users who have project "publish" right.

Last Updated: 2014-12-13

Linking Members

You can create connections between Projects and Members by clicking on "Create Connection" link in the "Members" box and then clicking on "Plus" sign adjacent to the record title you would like to connect. Optionally, you can create new record. If you create a new one, the record is created as a draft. You must publish all connected draft records to make the connections valid.

After the connection created, you can update or publish your project. You can create as many connections as you need.

Last Updated: 2014-12-13

Setting Priorities

Priority can be set by clicking on the desired option in "Priorities" box and updating/saving the project. Setting a value for Priority is optional. Priority is also not organized hierarchically meaning there's no relationship from one Priority value to another.

Issue Master comes with a preset Priorities defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Priorities.

Last Updated: 2014-12-13

Setting Statuses

Status can be set by clicking on the desired option in "Statuses" box and updating/saving the project. Setting a value for Status is required. Status is also not organized hierarchically meaning there's no relationship from one Status value to another.

Issue Master comes with a preset Statuses defined in detail in Glossary section of this document. Administrators can always add/remove/modify the list based on your organizational needs. Some widgets created upon installation are based on predefined Statuses.

Last Updated: 2015-01-10

Displaying Projects

Displaying Project archives can be done by creating a link in the Appearance Menus Screen in the admin area.

Alternatively, if you'd like to display a specific Project, you can select the link from Project metabox and add it to your menu. If you don't see Project metabox, check the Screen Options to ensure it is set to display.

To create a custom link for Project archives:

  1. Goto Appearance in the admin menu and click on Menus link
  2. On the right hand side, pick the menu you’d like to include from Select a menu to edit dropdown
  3. Under Links menu navigation item, type in /projects to the URL field
  4. Type in Projects or another label describing the custom link URL in the Link Text field
  5. Click “Add to menu” button to add the item to the menu
  6. Pick “primary location” under “Menu Settings” below the menu
  7. Save your menu
  8. Go to the frontend and click on the link you created to access Projects. Project archive page content is only displayed to the authorized users who have access permissions.
Last Updated: 2014-12-29

Locking Projects

In Issue Master, Projects are locked during editing, preventing other users from accessing and modifying the Project.

If a user clicks to edit one of the Project records that's currently locked they are presented with three options in a pop-up dialog:

  1. Go Back - Return to the Projects listing.
  2. Preview - Preview the current state of the Project that's being edited.
  3. Take Over - Lock out the current editor of the Projects and begin editing. (The other user will receive a notification)

The user that has been locked out receives the following dialog, and is no longer able to edit the Project. It can take up to 15 seconds for the current Project editor to be notified that another user has taken over.

Widgets

Widgets provide a simple and easy-to-use way of displaying content and features on your sidebars or dashboard.

Sidebar widgets can be added, removed, and rearranged on the WordPress Administration Appearance > Widgets panel. Dashboard widgets can be enabled or disabled using Screen Options tab in your app dashboard page. All widgets have drag-and-drop functionality.

The following sections list the Issue Master widgets:

Last Updated: 2014-12-13

Issue Comments sidebar widget

Issue Comments is a comment sidebar widget. It shows latest 5 approved comment records without any page navigation links.

Last Updated: 2015-01-02

Recent Issues dashboard widget

Recent Issues is an entity dashboard widget which is available in WordPress Dashboard. It shows latest 10 published issue records without any page navigation links.

Last Updated: 2015-01-02

Recent Issues sidebar widget

Recent Issues is an entity sidebar widget. It shows latest 10 published issue records without any page navigation links.

Last Updated: 2015-01-02

Recent Projects sidebar widget

Recent Projects is an entity sidebar widget. It shows latest 10 published project records without any page navigation links.

Standards

Standard views display a single type of content in a custom format and can be used in place of archive views. Administrators can display standard views using their shortcodes by choosing the name of the view you want to display from the WPAS component list after clicking on the WPAS toolbar button on any page.

The following sections list the Issue Master standard views available:

Last Updated: 2015-01-10

Project Issues

"Project Issues" is a standard view which displays 10 Issue records per page with a post status of publish in descending order by date. Page navigation is enabled. If you choose to install setup pages during plugin activation, a WordPress page is created with a title of "Project Issues". You can visit this page to access the view. To display it in another page or post, use [project_issues] shortcode or select the view name from the WPAS component list after clicking on the WPAS toolbar button.

Forms

Forms allow users to enter data that is sent to Issue Master for processing. Forms can be used to enter or retrieve search results related to your content.

The following sections list the Issue Master forms:

Last Updated: 2015-07-23

Issue entry

"Issue entry" form is used for entering issue records from the frontend. You can use "WPAS toolbar button to insert this form into any page.

The following are the fields used in the form:

  • Affected Projects (select-multiple selection allowed)
  • Assignee (select-only single selection allowed)
  • Participants (select-multiple selection allowed)
  • Priorities (select-only single selection allowed)
  • Statuses (select-only single selection allowed)
  • Categories (select-only single selection allowed)
  • Tags (select-multiple selection allowed)
  • Browsers (select-multiple selection allowed)
  • Operating Systems (select-multiple selection allowed)
  • Title (text)
  • Content (wysiwyg)
  • ID (hidden_func)
  • Identified DateTime (datetime)
  • Due Date (date)
  • Documents (file)
  • Form Name (hidden)
  • Form Submitted By (hidden_func)
  • Form Submitted IP (hidden_func)
Last Updated: 2015-07-23

Issue search

"Issue search" form is used for searching issue records from the frontend. You can use [sc_issues] shortcode to display it in a page or post of your choise as well.

The following are the fields used in the form:

  • Affected Projects (select-multiple selection allowed)
  • Assignee (select-only single selection allowed)
  • Participants (select-multiple selection allowed)
  • Priorities (select-only single selection allowed)
  • Statuses (select-only single selection allowed)
  • Categories (select-only single selection allowed)
  • Tags (select-multiple selection allowed)
  • ID (hidden_func)
  • Due Date (date)
Last Updated: 2015-07-23

Roles and Capabilities

The following table shows the capabilities and the access roles available in Issue Master app. "Red" color means the users who belong to the corresponding role do not have the capability. "Green" color means the users who belong to the corresponding role have the capability.

CAPABILITYAdministratorEditorAuthorContributorSubscriberProject ManagerProject Client
Edit Projects
Delete Projects
Edit Others Projects
Publish Projects
Read Private Projects
Delete Private Projects
Delete Published Projects
Delete Others Projects
Edit Private Projects
Edit Published Projects
Manage Operations Projects
Edit Members
Delete Members
Edit Others Members
Publish Members
Read Private Members
Delete Private Members
Delete Published Members
Delete Others Members
Edit Private Members
Edit Published Members
Manage Operations Members
Edit Issues
Delete Issues
Edit Others Issues
Publish Issues
Read Private Issues
Delete Private Issues
Delete Published Issues
Delete Others Issues
Edit Private Issues
Edit Published Issues
Manage Operations Issues
Manage Issue Responses Issues
Limit by Author Projects
Limit by Author Issues
CAPABILITYAdministratorEditorAuthorContributorSubscriberProject ManagerProject Client
Manage Priorities
Edit Priorities
Delete Priorities
Assign Priorities
Manage Statuses
Edit Statuses
Delete Statuses
Assign Statuses
Manage Categories
Edit Categories
Delete Categories
Assign Categories
Manage Tags
Edit Tags
Delete Tags
Assign Tags
Manage Statuses
Edit Statuses
Delete Statuses
Assign Statuses
Manage Priorities
Edit Priorities
Delete Priorities
Assign Priorities
Manage States
Edit States
Delete States
Assign States
Manage Countries
Edit Countries
Delete Countries
Assign Countries
Manage Browsers
Edit Browsers
Delete Browsers
Assign Browsers
Manage Operating Systems
Edit Operating Systems
Delete Operating Systems
Assign Operating Systems
CAPABILITYAdministratorEditorAuthorContributorSubscriberProject ManagerProject Client
Limit by Assigned Projects
Limit by Issues Assigned To
Limit by Issues Participated By
CAPABILITYAdministratorEditorAuthorContributorSubscriberProject ManagerProject Client
View Recent Projects
View Recent Issues
View Recent Issues
Configure Recent Issues
View Issue Comments
CAPABILITYAdministratorEditorAuthorContributorSubscriberProject ManagerProject Client
View Issue Entry
View Issue Search
CAPABILITYAdministratorEditorAuthorContributorSubscriberProject ManagerProject Client
View Sc Issues
View Single Issue
View Single Project
View Single Member
View Archive Members
View Archive Issues
View Archive Projects
View Issue Priority
View Issue Cat
View Issue Status
View Issue Tag
View Member State
View Member Country
View Project Status
View Project Priority
View Browser
View Operating System

Notifications

Notifications are email alerts Issue Master sends when new modifications, additions or changes occur.

Notifications tab can be accessed from Settings > Issue Master Settings page in the admin area. Using Notifications tab you can:

  • Enable or disable notifications
  • Choose where the notification will be triggered from
  • Customize email content or subject using tags
  • Include CC, BCC, Reply to
  • Choose who will receive notification either by changing Send to address or selecting appropriate relationship checkbox.

For notifications to work, you must be able to send emails from the server Issue Master enabled. The following sections list the notifications available for Issue Master:

Last Updated: 2014-12-13

Issue Comment Addition

When any Issue Comment:

  • added
  • changed

The following get notified:

  • Assignee
  • Participants

Last Updated: 2014-12-13

New Issue

When any Issue record:

  • added from frontend
  • added from backend

The following get notified:

  • Assignee
  • Participants

Administration

Plugins are managed from the Plugins screen in the Administration Screens of your WordPress site. All Plugins listed on this screen are found in your wp-content/plugins directory. Each Plugin has a description in its header section of what it does, an author and website to refer to, and a version number. Find Issue Master from the list.

Last Updated: 2014-12-13

Installation

To install your Issue Master Plugin using the built-in plugin installer:

  1. Download Issue Master Plugin to your desktop.
  2. Go to Plugins "Add New".
  3. Under Upload, click "Browse".
  4. Find the Issue Master.zip file.
  5. Click Install Now to install the Issue Master Plugin.
  6. A popup window will ask you to confirm your wish to install the Plugin.
  7. Click Proceed to continue with the installation. The resulting installation screen will list the installation as successful or note any problems during the install.
  8. If successful, click Activate Plugin to activate it, or Return to Plugin Installer for further actions.

After the activation, the Issue Master plugin setup may display notification asking if you if you'd like to install setup pages or skip setup page installation, click the appropriate button.

Last Updated: 2014-12-13

Uninstallation

To uninstall your Issue Master Plugin using the built-in plugin installer:

  1. Go to Plugins screen.
  2. Find the Issue Master Plugin you wish to deactivate and uninstall.
  3. Click Deactivate.
Last Updated: 2016-06-01

Plugin Updates and Upgrades

WordPress auto-update system displays notification in the Admin Bar and also on the plugins page when new version of the Issue Master is available.

To install the new version, simply hit the "Update automatically" button. WordPress will automatically download the new package, extract it and replace the old files. No FTP, removing old files, and uploading is required.

Last Updated: 2014-12-13

Import/Export/Reset Content

Administrators can import or export content to/from Issue Master entities using CSV files by clicking on Operations button in entity list pages.

Operations page is divided into Import, Export, and Reset tabs. Import tab is used to visually import existing records into an entity. Export tab is used to export the content of an entity as a CSV file. Reset tab deletes the content of an entity. In reset tab, you can also choose to delete all entity content, relationships, or taxonomies.

Pick the operation you'd like to do and follow the instructions on the screen.

Last Updated: 2015-06-08

Modifying Form Fields

Administrators can show, hide, and resize form elements by clicking on the Settings page under Issue Master menu. In addition, form captcha element can be set to "Visitors Only","Always Show", or "Never Show".

Required fields can not be disabled however you can change the column size. The optional fields can be enabled, disabled, or modified to occupy more or less space in the form layout.

Make sure to save your changes after any modification otherwise your changes will not take effect.

Last Updated: 2015-06-08

Localization(l10n)

Issue Master can be translated into any language by editing issue-master-emd-plugins.pot and issue-master.pot files.

  • issue-master-emd-plugins.pot file is for the components used in Issue Master.
  • issue-master.pot file is for the Issue Master specific strings that need to be translated.

Follow the steps below to fully translate Issue Master into the desired language:

  1. Copy issue-master-emd-plugins.pot as language specific .po file such as issue-master-emd-plugins-tr_TR.po.
  2. Copy issue-master.pot as language specific .po file such as issue-master-tr_TR.po.
  3. Use your favorite PO file editor and complete translation strings in the .po files you created.
  4. When translations are completed, create .mo file of each .po file.
  5. Change the language in the admin settings screen. Settings > general > Site Language. For WordPress v3.9.2 and below set the language parameter in wp-config.php file into the language extension of your choice. For example, define ('WPLANG', 'tr_TR'); for Turkish.

Login to Issue Master and see if you missed any translations. Repeat the process if you need to make more changes.

Last Updated: 2014-12-13

Screen Options

Screen Options is displayed as a hanging tab under the toolbar. Click on the Screen Options tab to expand the options available for a particular Screen, check (or uncheck) the desired options, then click the Screen Options hanging tab to collapse the Screen Options. Each screen may have a different set of Screen Options.

Edit page screen options allow the user to decide the edit boxes ,such as taxonomies, relationships or specific boxes such as authors, are presented in the edit area. You can turn on and off the ones that are not needed for a particular edit session.

List page screen options allow users to set the number of records displayed in the list table.

Glossary

Below is the list of attribute and taxonomy definitions.

Last Updated: 2015-07-23

Issue

An issue is anything that might affect the project meeting its goals such as bugs, tasks, and feature requests that occur during a project's life cycle.

Title
Title is a required field. Title does not have a default value.
Content
Content does not have a default value.
ID
Sets a unique identifier for an issue. Being a unique identifier, it uniquely distinguishes each instance of Issue entity. ID is filterable in the admin area. ID does not have a default value.
Identified DateTime
Sets the date and time that an issue was identified. Identified DateTime is filterable in the admin area. Identified DateTime does not have a default value.
Due Date
Sets the targeted resolution date for an issue. Due Date is filterable in the admin area. Due Date does not have a default value.
Resolution DateTime
Set the actual time and date on which an issue was resolved. Resolution DateTime is filterable in the admin area. Resolution DateTime does not have a default value.
Resolution Summary
Sets a brief summary of the resolution of an issue. Resolution Summary does not have a default value.
Documents
Allows to upload files related to an issue. Documents does not have a default value.
Form Name
Form Name is filterable in the admin area. Form Name has a default value of "admin".
Form Submitted By
Form Submitted By is filterable in the admin area. Form Submitted By does not have a default value.
Form Submitted IP
Form Submitted IP is filterable in the admin area. Form Submitted IP does not have a default value.
Browser
Sets the browser version that an issue may be reproduced in. Browser accepts multiple values like tags. Browser does not have a default value.

The following are the preset values for "Browser:"

Chrome 33, Internet Explorer 11, Safari 7.0, Opera 20, Firefox 29

Category
Sets the category that an issue belongs to. Category accepts multiple values like tags. Category has a default value of: 'bug'.

The following are the preset values and value descriptions for "Category:"

BugBugs are software problems or defects in the system that need to be resolved.
Feature RequestFeature requests are functional enhancements submitted by clients.
TaskTasks are activities that need to be accomplished within a defined period of time or by a deadline to resolve issues.
Priority
Sets the priority level assigned to an issue. Priority accepts multiple values like tags. Priority has a default value of: 'normal'.

The following are the preset values and value descriptions for "Priority:"

CriticalCritical bugs either render a system unusable (not being able to create content or upgrade between versions, blocks not displaying, and the like), cause loss of data, or expose security vulnerabilities. These bugs are to be fixed immediately.
MajorIssues which have significant repercussions but do not render the whole system unusable are marked major. An example would be a PHP error which is only triggered under rare circumstances or which affects only a small percentage of all users. These issues are prioritized in the current development release and backported to stable releases where applicable. Major issues do not block point releases.
NormalBugs that affect one piece of functionality are normal priority. An example would be the category filter not working on the database log screen. This is a self-contained bug and does not impact the overall functionality of the software.
MinorMinor priority is most often used for cosmetic issues that don't inhibit the functionality or main purpose of the project, such as correction of typos in code comments or whitespace issues.
Status
Sets the current status of an issue. Status accepts multiple values like tags. Status has a default value of: 'open'.

The following are the preset values and value descriptions for "Status:"

OpenThis issue is in the initial state, ready for the assignee to start work on it.
In ProgressThis issue is being actively worked on at the moment.
ReopenedThis issue was once 'Resolved' or 'Closed', but is now being re-visited, e.g. an issue with a Resolution of 'Cannot Reproduce' is Reopened when more information becomes available and the issue becomes reproducible. The next issue states are either marked In Progress, Resolved or Closed.
ClosedThis issue is complete.
Resolved - FixedA fix for this issue has been implemented.
Resolved - Won't FixThis issue will not be fixed, e.g. it may no longer be relevant.
Resolved - DuplicateThis issue is a duplicate of an existing issue. It is recommended you create a link to the duplicated issue by creating a related issue connection.
Resolved - IncompleteThere is not enough information to work on this issue.
Resolved - CNRThis issue could not be reproduced at this time, or not enough information was available to reproduce the issue. If more information becomes available, reopen the issue.
Tag
Allows to tag issues to further classify or group related issues. Tag accepts multiple values like tags. Tag does not have a default value.

There are no preset values for "Tag":

Operating System
Sets the operating system(s) that an issue may be reproduced in. Operating System accepts multiple values like tags. Operating System does not have a default value.

The following are the preset values for "Operating System:"

Windows 8 (32-bit and 64-bit), Windows 7 (32-bit and 64-bit), Windows Vista (32-bit and 64-bit), Windows XP (32-bit and 64-bit), Windows Server 2008 R2 (64-bit), Windows Server 2008 (32-bit and 64-bit), Windows Server 2003 (32-bit and 64-bit), Windows 2000 SP4, Mac OS X 10.8 Mountain Lion (32-bit and 64-bit), Mac OS X 10.7 Lion (32-bit and 64-bit), Mac OS X 10.6 Snow Leopard (32-bit), Mac OS X 10.5 Leopard, Mac OS X 10.4 Tiger, Linux (32-bit and 64-bit versions, kernel 2.6 or compatible)

Affected Projects
Allows to display and create connections with Projects. One instance of Issues can associated with many instances of Projects, and vice versa. The relationship can be set up in the edit area of Issues using Affected Projects relationship box. This relationship is required when publishing new Issues.
Assignee
Allows to display and create connections with Members. One instance of Issues can associated with only one instance of Members. The relationship can be set up in the edit area of Issues using Assignee relationship box.
Participants
Allows to display and create connections with Members. One instance of Issues can associated with many instances of Members, and vice versa. The relationship can be set up in the edit area of Members using Issues Participated or in the edit area of Issues using Participants relationship boxes.
Last Updated: 2015-06-08

Member

Members are human resources who could be assigned to handle issues.

Photo
Allows to upload a member photo. Photo does not have a default value.
Salutation
Sets the salutation used for a member. Salutation is filterable in the admin area. Salutation does not have a default value. Salutation is displayed as a dropdown and has predefined values of: Mr, Mrs, Ms, Dr, Prof.
First Name
Sets the member's first name. First Name is a required field. Being a unique identifier, it uniquely distinguishes each instance of Member entity. First Name is filterable in the admin area. First Name does not have a default value.
Last Name
Sets the member's last name. Last Name is a required field. Being a unique identifier, it uniquely distinguishes each instance of Member entity. Last Name is filterable in the admin area. Last Name does not have a default value.
User Name
Sets the system user corresponding to a member. User Name is a required field. Being a unique identifier, it uniquely distinguishes each instance of Member entity. User Name is filterable in the admin area. User Name does not have a default value.
Job Title
Sets the job title of a member. Job Title is filterable in the admin area. Job Title does not have a default value.
Email
Sets the email address which belongs to a member. Email is a required field. Email is filterable in the admin area. Email does not have a default value.
Office Phone
Sets the office phone number which belongs to a member. Office Phone is filterable in the admin area. Office Phone does not have a default value.
Mobile Phone
Sets the mobile phone number which belongs to a member. Mobile Phone is filterable in the admin area. Mobile Phone does not have a default value.
Fax
Sets the fax number which belongs to a member. Fax is filterable in the admin area. Fax does not have a default value.
Primary Address
Sets the primary address of a member. Primary Address does not have a default value.
City
Sets the city of a member's address. City is filterable in the admin area. City does not have a default value.
Zip Code
Sets the zip code of a member's address. Zip Code is filterable in the admin area. Zip Code does not have a default value.
Country
Sets the country of a member's address. Country accepts multiple values like tags. Country does not have a default value.

The following are the preset values for "Country:"

Afghanistan, Åland Islands, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antarctica, Antigua And Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia And Herzegovina, Botswana, Bouvet Island, Brazil, British Indian Ocean Territory, Brunei Darussalam, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Christmas Island, Cocos (Keeling) Islands, Colombia, Comoros, Congo, Congo, The Democratic Republic Of The, Cook Islands, Costa Rica, Cote D'ivoire, Croatia, Cuba, Cyprus, Czech Republic, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Ethiopia, Falkland Islands (Malvinas), Faroe Islands, Fiji, Finland, France, French Guiana, French Polynesia, French Southern Territories, Gabon, Gambia, Georgia, Germany, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-bissau, Guyana, Haiti, Heard Island And Mcdonald Islands, Holy See (Vatican City State), Honduras, Hong Kong, Hungary, Iceland, India, Indonesia, Iran, Islamic Republic Of, Iraq, Ireland, Isle Of Man, Israel, Italy, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Korea, Democratic People's Republic Of, Korea, Republic Of, Kuwait, Kyrgyzstan, Lao People's Democratic Republic, Latvia, Lebanon, Lesotho, Liberia, Libyan Arab Jamahiriya, Liechtenstein, Lithuania, Luxembourg, Macao, Macedonia, The Former Yugoslav Republic Of, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Federated States Of, Moldova, Republic Of, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar, Namibia, Nauru, Nepal, Netherlands, Netherlands Antilles, New Caledonia, New Zealand, Nicaragua, Niger, Nigeria, Niue, Norfolk Island, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territory, Occupied, Panama, Papua New Guinea, Paraguay, Peru, Philippines, Pitcairn, Poland, Portugal, Puerto Rico, Qatar, Reunion, Romania, Russian Federation, Rwanda, Saint Helena, Saint Kitts And Nevis, Saint Lucia, Saint Pierre And Miquelon, Saint Vincent And The Grenadines, Samoa, San Marino, Sao Tome And Principe, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Singapore, Slovakia, Slovenia, Solomon Islands, Somalia, South Africa, South Georgia And The South Sandwich Islands, Spain, Sri Lanka, Sudan, Suriname, Svalbard And Jan Mayen, Swaziland, Sweden, Switzerland, Syrian Arab Republic, Taiwan, Province Of China, Tajikistan, Tanzania, United Republic Of, Thailand, Timor-leste, Togo, Tokelau, Tonga, Trinidad And Tobago, Tunisia, Turkey, Turkmenistan, Turks And Caicos Islands, Tuvalu, Uganda, Ukraine, United Arab Emirates, United Kingdom, United States, United States Minor Outlying Islands, Uruguay, Uzbekistan, Vanuatu, Venezuela, Viet Nam, Virgin Islands, British, Virgin Islands, U.S., Wallis And Futuna, Western Sahara, Yemen, Zambia, Zimbabwe

State
Sets the state that of a member's address. State accepts multiple values like tags. State does not have a default value.

The following are the preset values and value descriptions for "State:"

ALAlabama
AKAlaska
AZArizona
ARArkansas
CACalifornia
COColorado
CTConnecticut
DEDelaware
DCDistrict of Columbia
FLFlorida
GAGeorgia
HIHawaii
IDIdaho
ILIllinois
INIndiana
IAIowa
KSKansas
KYKentucky
LALouisiana
MEMaine
MDMaryland
MAMassachusetts
MIMichigan
MNMinnesota
MSMississippi
MOMissouri
MTMontana
NENebraska
NVNevada
NHNew Hampshire
NJNew Jersey
NMNew Mexico
NYNew York
NCNorth Carolina
NDNorth Dakota
OHOhio
OKOklahoma
OROregon
PAPennsylvania
RIRhode Island
SCSouth Carolina
SDSouth Dakota
TNTennessee
TXTexas
UTUtah
VTVermont
VAVirginia
WAWashington
WVWest Virginia
WIWisconsin
WYWyoming
Assigned Projects
Allows to display and create connections with Projects. One instance of Members can associated with many instances of Projects, and vice versa. The relationship can be set up in the edit area of Projects using Members or in the edit area of Members using Assigned Projects relationship boxes.
Issues Assigned
Allows to display and create connections with Issues. One instance of Members can associated with many instances of Issues. The relationship can be set up in the edit area of Issues using Assignee relationship box.
Issues Participated
Allows to display and create connections with Issues. One instance of Members can associated with many instances of Issues, and vice versa. The relationship can be set up in the edit area of Members using Issues Participated or in the edit area of Issues using Participants relationship boxes.
Last Updated: 2014-12-13

Project

A project is a collection of related issues. Projects have a unique version number, specific start and end dates.

Content
Content does not have a default value.
Name
Sets the name of a project. Name is a required field. Being a unique identifier, it uniquely distinguishes each instance of Project entity. Name is filterable in the admin area. Name does not have a default value.
Version
Sets the version number of a project. Version is a required field. Being a unique identifier, it uniquely distinguishes each instance of Project entity. Version is filterable in the admin area. Version has a default value of "V1.0.0".
Start Date
Sets the start date of a project. Start Date is a required field. Start Date is filterable in the admin area. Start Date does not have a default value.
Target End Date
Sets the targeted end date of a project. Target End Date is filterable in the admin area. Target End Date does not have a default value.
Actual End Date
Sets the actual end date of a project. Actual End Date is filterable in the admin area. Actual End Date does not have a default value.
Documents
Allows to upload project related files. Documents does not have a default value.
Priority
Sets the current priority of a project. Priority accepts multiple values like tags. Priority has a default value of: 'medium'.

The following are the preset values for "Priority:"

Low, Medium, High

Status
Sets the current status of a project. Status accepts multiple values like tags. Status has a default value of: 'draft'. Status is a required field therefore must be assigned to a value.

The following are the preset values for "Status:"

Draft, In Review, Published, In Process

Project Issues
Allows to display and create connections with Issues. One instance of Projects can associated with many instances of Issues, and vice versa. The relationship can be set up in the edit area of Issues using Affected Projects relationship box. This relationship is required when publishing new Projects.
Members
Allows to display and create connections with Members. One instance of Projects can associated with many instances of Members, and vice versa. The relationship can be set up in the edit area of Projects using Members or in the edit area of Members using Assigned Projects relationship boxes.