AppThemes Docs

Configuring Quality Control

You have downloaded and installed Quality Control. You’re almost ready to start using the application theme that will help your team be more productive and efficient. This document will walk you through the settings that will help you get the most out of Quality Control.

By now, you should have WordPress installed and Quality Control activated. If you have not yet completed these steps, please see the “Installing WordPress” and “Uploading the Theme” pages.

Site Name and Tagline

Quality Control keeps the “Site Name” and “Tagline” features of WordPress intact. You can change both the site name and tagline to fit your company or project. To do that, click “Settings” in the admin left column menu.

Quality Control renders the site name and tagline in HTML text. The style, color and size of the text can only be changed in the style.css file. The logo can also be changed using the style.css file.

Tickets

Quality Control allows you to sort your tickets by adding categories, milestones, states, tags and priorities. Let’s create options for all ticket properties. You can find all these options under the “Tickets” item in the admin left column menu.

Categories

Do you want your tickets to be labelled as bugs or features? This is the place to do just that. Click “Tickets” > “Categories” to change category options.
When Quality Control is first installed, there will be no categories but we’ll create one now.

Once you have entered the data for your new category, click the “Add New Category” button. Your category is now saved and will be shown in the categories list the right hand side of the page. You can edit or delete categories at any time.

Tags

Tags will help your team sort tickets even further. Unlike categories, users can add new tags whenever a ticket is created. To set up tags through the admin, go to “Tickets” > “Tags”.

Once you have entered the data for your new tag, click the “Add New Tag” button. Your tag is now saved and will be shown in the tags list the right hand side of the page. You can edit or delete tags at any time.

States

States prominently show the status of each ticket in the Quality Control interface. If you want to designate a ticket as open, closed, invalid or otherwise, you will want to create those states here. To create states, go to “Tickets” > “States”.

Once you have entered the data for your state, click the “Add New State” button. Your state is now saved and will be shown in the states list the right hand side of the page. You can edit or delete states at any time.

You can create any state you want. With Quality Control, it’s all up to you. Suggestions for different states might include: closed, declined, in progress, new, on hold, open, under consideration.

Later, you will be able to assign colors to states and define the “Default State” and “Resolved State”.

Priorities

Some tickets are more urgent than others. In Quality Control, you can denote that by assigning a priority to your tickets. To create priorities, go to “Tickets” > “Priorities”.

Once you have entered the data for your priority, click the “Add New Priority” button. Your priority is now saved and will be shown in the priorities list the right hand side of the page. You can edit or delete priorities at any time.

At AppThemes, we use the following priorities: high, medium, low. But you can create the priorities that work best for you.

Milestones

Want to designate a ticket to a certain version of your product? Maybe you want to assign a ticket to a fiscal quarter. It’s easy to do with milestones. To create the milestones for your project, go to “Tickets” > “Milestones”.

Once you have entered the data for your milestone, click the “Add New Milestone” button. Your milestone is now saved and will be shown in the milestones list the right hand side of the page. You can edit or delete milestones at any time.

Users

Quality Control uses WordPress roles to determine what users can and cannot do with tickets:

General Settings

Next, we’ll make changes to the Quality Control settings. You can get there by clicking “Quality Control” > “Settings” in the admin left column menu.

Assignment Permissions

There are three different choices available for tickets not assigned to any user. Protected, Read-Only, and Readable/Editable. Depending on how your ticketing system is setup, will determine the best setting for you. For public ticket systems, read-only or protected are usually the best. Setting it to readable/editable means that anyone can edit the ticket which is probably not optimal.

State settings

Quality Control gives you the power to create all the ticket states you will use to run your project. To find out how to create states, see the “States” heading in the “Tickets” section above.

Source Control

Now comes the fun part. Quality Control is setup to integrate with either Git or Subversion (SVN) so all your changesets will be pulled into QC and linked up within your tickets. If you don’t use a version control system then you can skip this step.

You can reference tickets from your commits, and a message will be posted on that ticket:

Now you’ll want to perform a test commit to make sure your repo integration is setup correctly.

 

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