Categories/schema: Project Setup

Project Setup – Administration of categories and schemas

CONTEXT #

This guide covers a web-based administration function in the EG Ajour module AjourInspect & QA. The function is used to import system groups to a project and to create, edit and delete project categories and control schemas. To be able to create registrations on the project, at least one project group per registration type must exist.

RELEVANCE #

This guide is relevant when an administrator or project manager needs to set up a project correctly before registrations can be started. This includes importing groups, creating categories and control schemas, as well as ongoing maintenance such as renaming, copying, moving and deleting.

PREREQUISITES AND REQUIREMENTS #

• You must have the project permission “Edit categories” under the relevant module
• You must have access to the project in question
• You must be logged in to the system

How to access Project Setup There are two ways to access Project Setup:

• Open AjourInspect & QA, select a project, and click “Categories/schema” at the top right
• Click the gear icon, select “Administration”, select “Categories/schema”, select “Project Setup – Categories”, and then select the project in the project picker

Both routes take you to Project Setup.

GUIDE (step by step)

Project Groups #

Add project group

Step 1: Click “Menu”.

Step 2: Click “Import from system”.

Step 3: Click the desired group or groups.

Step 4: Click “OK”.

The selected groups are now imported to the project.

Rename group

Please note: A project group cannot be renamed from Project Setup. Renaming must instead be done from System Setup.

• Warning: This action cannot be undone. Renaming affects all projects in the system that have the system group linked.

Delete group

Step 1: Right-click the group.

Step 2: Click “Delete”.

Step 3: Type “delete” to confirm.

Step 4: Click “OK”.

• Warning: It is not possible to delete a project group that is active on one or more registrations. All registrations must first be removed from the project group. This action cannot be undone.

Edit project group

Step 1: Place the mouse pointer on the project group you want to edit.

Step 2: Click “+”.

Step 3: Select or clear the check marks next to the relevant registration types (e.g. Supervisory, Project, Defect, Preregistration

and QA).

Step 4: Click anywhere on the web page to finish.

Project Categories #

Create project category

Step 1: Select the project group the category is to be created under. A column opens on the right.

Step 2: Click “+ Create new”, and select “Add Category”.

Step 3: Enter a name, and click “OK”.

Rename project category

Step 1: Place the mouse pointer on the category you want to rename.

Step 2: Click the pencil.

Step 3: Type the new name.

Step 4: Click the check mark to confirm, or click the cross to cancel.

• Warning: This action cannot be undone. Renaming affects the current project group and all registrations that have the category linked.

Copy project category

Step 1: Right-click the category you want to copy.

Step 2: Select “Copy”.

Step 3: Choose whether the category is to be copied to System or Project.

Step 4: Choose which group the category is to be copied to, and optionally a specific subcategory.

Step 5: Click “OK”.

Move project category

Step 1: Right-click the category you want to move.

Step 2: Select “Move”.

Step 3: Choose which group the category is to be moved to, and optionally a specific subcategory.

Step 4: Click “OK”.

• Warning: This action cannot be undone. Moving affects the current project group and all registrations that have the category linked.

Delete project category

Step 1: Click the gear icon.

Step 2: Select “Administration”.

Step 3: Select “Categories/schema”.

Step 4: Select “System Setup – Categories”.

Step 5: Right-click the category you want to delete.

Step 6: Select “Delete”.

Step 7: Type “delete” to confirm, and click “OK”.

• Warning: This action cannot be undone. Deletion affects the current project group and all registrations that have the category linked.

Project Control Schemas #

Create project control schema

Step 1: Select the project group or category the control schema is to be created under. A column opens on the right.

Step 2: Click “+ Create new”.

Step 3: Choose which schema header you want to use.

Step 4: Enter a name, and click “OK”.

Rename project control schema

Step 1: Place the mouse pointer on the control schema you want to rename.

Step 2: Click the pencil, and type the new name.

Step 3: Click the check mark to confirm, or click the cross to cancel.

• Warning: This action cannot be undone. Renaming affects the current project group and all registrations that have the control schema linked.

Copy project control schema

Step 1: Right-click the control schema you want to copy.

Step 2: Select “Copy”.

Step 3: Choose whether the control schema is to be copied to System or Project.

Step 4: Choose which group, and optionally which category, it is to be copied to.

Step 5: Click “OK”.

Move project control schema

Step 1: Right-click the control schema you want to move.

Step 2: Select “Move”.

Step 3: Choose which group, and optionally which category, it is to be moved to.

Step 4: Click “OK”.

• Warning: This action cannot be undone. Moving affects the current project group and all registrations that have the control schema linked.

Delete project control schema

Step 1: Right-click the control schema you want to delete.

Step 2: Select “Delete”.

Step 3: Type “delete” to confirm, and click “OK”.

• Warning: This action cannot be undone. Deletion affects only the current project group and all registrations that have the control schema linked.

Activities on Project Control Schemas #

Create activities

Step 1: Select the project control schema that activities are to be added to.

Step 2: Click the “square with arrow” icon to open the schema.

Step 3: Click “Add activity”.

Step 4: Click the field under “Activity”, and enter the name of the activity.

Step 5: Fill in the other fields under the schema headers.

Step 6: Click “Close” to finish.

Edit activities

Step 1: Select the project control schema with the activities you want to edit.

Step 2: Click the “square with arrow” icon to open the schema.

Step 3: Click the field you want to edit, and make the change.

Step 4: Click “Close” to finish.

• Warning: This action cannot be undone. Editing affects only the current project group and all registrations that have the control schema linked.

Delete activities

Step 1: Select the project control schema with the activity you want to delete.

Step 2: Click the “square with arrow” icon to open the schema.

Step 3: Click the cross next to the activity you want to delete.

Step 4: Confirm the deletion.

• Warning: This action cannot be undone. Deletion affects only the current project group and all registrations that have the control schema linked.

NEXT STEPS #

• Review the created control schemas to make sure all necessary activities have been added
• Verify that each registration type has at least one linked project group, so registrations can be created
• Proceed to creating the registrations themselves on the project
• If you need a completely new group, it must be created under System Setup – Categories. Read the guide: Categories/schema: System Setup