New Clinic Toolkit - 1a JIRA Set Up

Purpose
New Clinic JIRA Guidelines
Import New Clinic JIRA Stories

Purpose

JIRA is a valuable tool to track progress of all required work for a new clinic implementation. This articles goes through how the standard JIRA setup for new clinic implementations. If you will deviate from this standard, discuss with team lead/manager or ATP first.

Pre-Requisites

• Modify CSV file as required

Tools and Resources

• CSV New Clinic Import for JIRA - story.csv
• Raman Kooner and Mai Bui

Point Person

• Mai

New Clinic JIRA Guidelines

The main New Clinic work item is created with the type of Epic in JIRA with a set of standard Stories under it.

1. The New Clinic Set Up JIRA Epic should always be created and assigned to you to begin work. 
   • If a JIRA has not been created then create an Epic in Jira for the new clinic.
   • If a JIRA does exist and it is not an Epic then change it to Epic. 
     • Ensure to create an Epic Name by going to the Edit button and entering one in.
2. Review the CSV New Clinic Import for Jira -story.csv excel document. 
   All Stories must be imported into the Epic.

3. After import, when a Story is deemed not required by the clinic (e.g., no client import required), follow the below steps:
   a. Add N/A at the end of the JIRA title
   b. Write a comment with reason why story is not required
   c. Change JIRA status to Done with resolution of Cancelled
   

4. When there are other change requests required outside of setting up a new POS, create a new Story within the same Epic. The most common examples are:
   - New simple or complex forms
   - New distribution groups (standard order)

List of Stories

Jira sub-task/story
1 Analysis
2 Kick-Off
3 Initial Site Visit and Network Review
4 Discovery and Workbooks
5 Hardware and Software Orders
6 RightFax and ScanFax Folder
7 Results Distribution Set up
8 Billing
9 Workflow Review
10 Demonstration
11 Documentation Tools
12 Reporting
13 Client Import
14 Panel
15 Training and User Set up
16 Pre-Go Live Site Visit
17 SysConfig
18 New POS Communication
19 Pre Go-Live Prep/Validation/Soft Launch
20 Go-live Support
21 Post-Go Live Transition to Operations

 

Import New Clinic JIRA Stories

Copy the following file: CSV New Clinic Import for JIRA - story.csv from the New Clinic folder (\\vch.ca\departments\PCAC_EMR\01 - PCCEMR\08-EMR Toolkits\08-03 New Or Update Clinic Toolkit\1-JIRA Request Instructions) 

1. Fill out the required fields in the CSV New Clinic Import for Jira excel document.
   • Epic name: <name of the new clinic Epic>
   • Issue Type: <Story>
   • Epic Link (name of EPIC): <name of the new clinic Epic>
     
   •  
   • Summary: <name of the story>
   • Assignee: <your email address>
   • Priority: <see below for examples>
     

2. Save file (make sure to leave it as a CSV file)
3. Log into Jira and select Issues dropdown
4. Select Import Issues from CSV
5. Click [Choose File] and select your CSV file from your computer
6. Click [Next]
7. Complete the Settings fields as follows:
   
8. Complete the Map fields section as follows:

9. In the Map values window, click Validate.
10. If you did this correctly, you should see something like this.
11. One validation is completed [Begin Import].
12. When the import is complete, check the stories and ensure that each as been created.
13. Change the status from Open to Analysis Ready for all Stories.