Using RT for Hardware Grants - Revision history

Bkoenig: Page has been migrated to Google Drive

2014-05-23T21:31:42Z

Page has been migrated to Google Drive

Dheiber: /* Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields */

2011-11-10T00:28:10Z

Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields

Dheiber: /* Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields */

2011-11-09T22:50:46Z

Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields

Dheiber: /* Resolving tickets */

2011-11-09T22:41:56Z

Resolving tickets

Dheiber: /* Grant Statuses defined */

2011-11-09T22:40:34Z

Grant Statuses defined

Dheiber: /* Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields */

2011-11-09T22:39:36Z

Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields

Dheiber: /* Grant Statuses defined */

2011-10-28T23:55:28Z

Grant Statuses defined

Dheiber: Undo revision 59269 by Dheiber (Talk)

2011-10-28T23:53:19Z

Undo revision 59269 by Dheiber (Talk)

Dheiber: /* Grant Statuses defined */

2011-10-28T23:34:35Z

Grant Statuses defined

Dheiber: Added grants statuses defined information

2011-10-28T23:04:04Z

Added grants statuses defined information

← Older revision		Revision as of 21:31, 23 May 2014
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		+	{{Migrated}}
		+	[https://docs.google.com/document/d/1rdPEHuyVWyoP6c5ft4c34N9zTulcoOgGv3r8XFYVNnQ/edit?usp=sharing Link]
		+
	Learning how to use RT well is an important part of working with Hardware Grants as it is what people use to track the current progress of grants, and having access to that information provides transparency to our process and, should you be unable to do so for some reason, allows other people to work with your grants without having to spend too much time figuring out what the state of it is. This page covers the basics required for viewing the Hardware Grants queue, taking tickets, replying to requestors, adding comments, and resolving tickets.		Learning how to use RT well is an important part of working with Hardware Grants as it is what people use to track the current progress of grants, and having access to that information provides transparency to our process and, should you be unable to do so for some reason, allows other people to work with your grants without having to spend too much time figuring out what the state of it is. This page covers the basics required for viewing the Hardware Grants queue, taking tickets, replying to requestors, adding comments, and resolving tickets.

@@ Line 41: / Line 41: @@
 '''Please use this section, instead of (or in addition to) comments...just in case another person has to take over on your behalf.  It makes everyone's life better.'''
-As tickets often become long and confusing, we need a quick summary of the current progress of any particular grant.  In the "Gizmos To Be Granted" field, list all gizmos that will be granted to the recipient.  Do not input requested gizmos that are not to be granted.  Once gizmos have been disbursed, move the item to "Granted Gizmos" field.  If you want to make notes on a Grant's status, e.g. "waiting on laptops", use the "Grant Status" Field.  It is important to keep the "Gizmos To Be Granted" and "Granted Gizmos" fields up-to-date, so if someone has to fill in for you on a disbursement, they can quickly find out what the grant recipient needs.
+As tickets often become long and confusing, we need a quick summary of the current progress of any particular grant.  In the "Gizmos To Be Granted" field, list all gizmos that will be granted to the recipient.  Do not input requested gizmos that are not to be granted.  Once gizmos have been disbursed, move the item to "Granted Gizmos" field.  If you want to make notes on a Grant's status, e.g. "waiting on laptops", use the "GrantStatusNotes" Field.  It is important to keep the "Gizmos To Be Granted" and "Granted Gizmos" fields up-to-date, so if someone has to fill in for you on a disbursement, they can quickly find out what the grant recipient needs.
 ==Grant Statuses defined==

@@ Line 38: / Line 38: @@
 ==Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields==
 As tickets often become long and confusing, we need a quick summary of the current progress of any particular grant.  In the "Gizmos To Be Granted" field, list all gizmos that will be granted to the recipient.  Do not input requested gizmos that are not to be granted.  Once gizmos have been disbursed, move the item to "Granted Gizmos" field.  If you want to make notes on a Grant's status, e.g. "waiting on laptops", use the "Grant Status" Field.  It is important to keep the "Gizmos To Be Granted" and "Granted Gizmos" fields up-to-date, so if someone has to fill in for you on a disbursement, they can quickly find out what the grant recipient needs.
 ==Grant Statuses defined==

@@ Line 65: / Line 65: @@
 ==Resolving tickets==
-Once you have given out a grant and filed the paperwork/disbursed it in the database, you should resolve the ticket.  You can do so by clicking the link circled in green in the above image ("resolve").  That should bring you to this page:
+Once you have given out a grant filed the paperwork, disbursed it in the database and ensured the "Granted Gizmos" section is up to date, you should resolve the ticket.  You can do so by clicking the link circled in green in the above image ("resolve").  That should bring you to this page:
 [[Image:rt-resolve.png|thumb|none|150px|Resolving a ticket in RT]]

@@ Line 55: / Line 55: @@
 ; Approved
 : We have approved the grant request.
-; InstaGranted (deprecated...do not use)
+; <del>InstaGranted (deprecated...do not use)
-: We have given the hardware out before the next meeting (after consulting another member of the Hardware Grants group).
+: We have given the hardware out before the next meeting (after consulting another member of the Hardware Grants group).</del>
 ; Finished
 : The equipment has been disbursed.
 ; Orphaned
 : The shepherd for this grant has abandoned it.
-; Provisional (deprecated...do not use)
+; <del>Provisional (deprecated...do not use)
-: We have approved the grant request, but there is no shepherd yet.
+: We have approved the grant request, but there is no shepherd yet.</del>
 ==Resolving tickets==

@@ Line 39: / Line 39: @@
 ==Using Gizmos To Be Granted, Granted Gizmos Fields, and Grant Status Fields==
-Sometimes ticket become long and confusing and it is helpful to have a quick summary of what a grant needs or where the grant is at in the process.  In the "Gizmos To Be Granted" field, list all gizmos that will be granted to the recipient.  Once they have been granted, either write "-done" next to the granted gizmo or move the item to "Granted Gizmos" field.  If you want to make notes on a Grant's status, e.g. "waiting on laptops", use the "Grant Status" Field.  It is important to keep the "Gizmos To Be Granted" field up-to-date, so if someone has to fill in for you on a disbursement, they can quickly find out what the grant recipient needs.
+As tickets often become long and confusing, we need a quick summary of the current progress of any particular grant.  In the "Gizmos To Be Granted" field, list all gizmos that will be granted to the recipient.  Do not input requested gizmos that are not to be granted.  Once gizmos have been disbursed, move the item to "Granted Gizmos" field.  If you want to make notes on a Grant's status, e.g. "waiting on laptops", use the "Grant Status" Field.  It is important to keep the "Gizmos To Be Granted" and "Granted Gizmos" fields up-to-date, so if someone has to fill in for you on a disbursement, they can quickly find out what the grant recipient needs.
 '''Please use this section, instead of (or in addition to) comments...just in case another person has to take over on your behalf.'''

@@ Line 45: / Line 45: @@
 ==Grant Statuses defined==
 There are several GrantStatuses a grant might have at any given point:
-; Open
+; Requested
-: Shepherd has assumed ownership of grant.
+: Grant submitted but not yet reviewed.
-; Stalled
+; NeedsClarification
-: ''Define me, please''
+: We are missing crucial information and need clarity to proceed.
 ; Pending
 : We have all information necessary, but have not yet decided.
-; Resolved
+; Denied
-: We have approved the grant request and disbursed all equipment.
+: We have denied the grant request.
-; Rejected
+; Approved
-: We have denied the grant request. Please include reason why in extra notes.
+: We have approved the grant request and assigned it a shepherd.
-; Deleted
+; Provisional
-: ''Define me, please''
+: We have approved the grant request, but there is no shepherd yet.
 ==Resolving tickets==

← Older revision		Revision as of 23:04, 28 October 2011
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	'''Please use this section, instead of (or in addition to) comments...just in case another person has to take over on your behalf.'''		'''Please use this section, instead of (or in addition to) comments...just in case another person has to take over on your behalf.'''
		+
		+	==Grant Statuses defined==
		+	There are several GrantStatuses a grant might have at any given point:
		+	; Requested
		+	: Grant submitted but not yet reviewed.
		+	; NeedsClarification
		+	: We are missing crucial information and need clarity to proceed.
		+	; Pending
		+	: We have all information necessary, but have not yet decided.
		+	; Denied
		+	: We have denied the grant request.
		+	; Approved
		+	: We have approved the grant request and assigned it a shepherd.
		+	; Provisional
		+	: We have approved the grant request, but there is no shepherd yet.
		+	; InstaGranted
		+	: We have given the hardware out before the next meeting (after consulting another member of the Hardware Grants group).
		+	; Finished
		+	: The equipment has been disbursed.
		+	; Orphaned
		+	: The shepherd for this grant has abandoned it.

	==Resolving tickets==		==Resolving tickets==