ISMT Overview

1
ISMT Overview
2
What is ISMT?

• Information System Management Tool
• Track software problems, resolutions, and new
  requirements with a customizable process.
• Enforce security of data with role based access.
• Create/track action items.
• Route items to individuals for specific
  attention.

3
Components and Interaction

• ISMT is made up of several components
• Problem Tracking System Track problems,
  requirements, solutions, and versions of your
  data system.
• Action Item Tracking System Create/track action
  items related to your data system.
• Requirements Management Oversight Track CSRD
  documents for requirements. Creates BCRs in
  affected DSDs PTS accounts for single point
  traceability.
• Ad Hoc Routing Function Route PTS/AITS/RMO
  items to individuals for specific attention.
• Hierarchical Documentation Management System
  Store/distribute documents related to PTS, AITS,
  RMO, versions of your data system.

4
The Personal Work Center

• Main start up screen containing submenus and all
  links users will need.
• Submenus for
• Personal Options Password changes, account
  information, custom queries and reports.
• Help References Help files, support center,
  manuals.
• Calendar
• Requirements Management Main menu for
  RMO/CSRDs.
• System Composites Main menu for multi DSD
  composite views.
• Personal Action Items Lists action items
  assigned to or created by user.
• Workbasket Lists items routed to or by user
  with links to item details.
• Systems Main menu for PTS. Displays PTS menu
  for each DSD user has access to.

5
(No Transcript)
6
PTS Overview

• Tracks problems/requirements for a specific DSD
• Handles all report types except CSRDs and Action
  Items
• Customizable process allows each data system to
  optimize PTS for their business rules
• Custom Fields allow each data system to tailor
  reports for their needs
• Provides custom reporting capabilities
• Search engine allows users to create lists of
  reports based on their own criteria. Queries can
  then be stored for future use
• Security groups/roles allow users to enter/edit
  only what the DSD Admin wants them to

7
PTS Overview (contd)

• Status Matrix/Menu
• Displays PTS issues in matrix by status
  code/severity with totals columns.
• Matrix filterable by report type and/or stored
  queries.
• Click on hyperlinked numbers to view issue
  information.
• Buttons on the left to add/import new issues,
  view issue detail, search issues, view Action
  Items, and maintain data system versions.

8
Sample PTS Status/Severity Matrix
9
PTS Overview (contd)

• List Screen
• Displays general information about selected PTS
  issues.
• Hyperlinked issue numbers display detail when
  clicked.
• Reporting capabilities at bottom of list.
• Navigate option available to view detail of
  selected issues with navigation bar.

10
Sample PTS List screen
11
Sample PTS Navigation screen
12
PTS Overview (contd)

• PTS Detail screen
• Full report number at top of screen.
• Title displayed under report ID.
• Detail split into tabs for faster download,
  easier navigation
• Description - What the problem/requirement is,
  and state of the system when problem discovered.
• Analysis Work estimates, solution text.
• Work Work actuals, release information.
• Notes General information.
• History Detailed audit trail of changes made to
  issue.
• Attachments Documents needed with this issue.
• Routing List of routes/responses for this issue
  .
• Linked Issues List of issues dependant on this
  issue, or issues this issue is dependant on.
• All All information from all tabs for this
  issue.

13
Sample PTS detail screen header
Sample PTS detail screen footer
14
Sample PTS Detail screen Description tab
15
Sample PTS Detail screen Analysis tab
16
Sample PTS Detail screen Work tab
17
Sample PTS Detail screen Notes tab
18
Sample PTS Detail screen History tab
19
Sample PTS Detail screen Attachments tab
20
Sample PTS Detail screen Routing tab
21
Sample PTS Detail screen Linked Issues tab
22
PTS Overview (contd)

• PTS Version Maintenance
• Version list screen allows reporting of multiple
  versions at one time
• Version detail features a tabbed interface for
  ease of use
• Mass Actions capabilities allow for status change
  to all issues in one version at the same time
  without having to do each issue individually

23
Sample version maintenance Detail tab
24
Sample version maintenance Issues tab
25
AITS Overview

• Tracks action items for a specific DSD
• Sends actionee a route and an email when they are
  assigned an action
• Sends actionee an email when action is overdue
• Only allows monitor of an action item to close
  the action. Actionee can only recommend closure

26
AITS Overview (contd)

• Action Item Matrix
• Separates open action items from closed
• Click on hyperlinked number to list/navigate
  action items
• Color coded columns to indicate time to action
  item due date
• Adjustable cut off date for color coding
• Filterable by stored query
• Menu on left to enter new action items, search,
  or view action item detail

27
Sample AITS Matrix screen
28
AITS Overview (contd)

• Action Item List
• Displays general information about action
• Click on hyperlinked number to open detail screen
• Click on Suspensed To name to view contact
  information
• Ability to switch to navigation mode
• Reporting capabilities at bottom of screen

29
Sample Action Item List screen
30
AITS Overview (contd)

• Action Item Detail
• Action Item number and title at top of screen
• Status displayed above tabs
• Detail sorted into tabs for faster download and
  easier navigation
• Button to generate detail report at bottom of
  screen

31
Sample Action Item detail Description tab
32
Sample Action Item detail History tab
For examples of the Attachments and Routing tabs,
see the PTS Attachments and Routing tabs samples
33
RMO Overview

• Tracks CSRDs for all data systems
• Allows for selection of affected data systems,
  then creates BCRs in each affected systems PTS
  account
• Rolls up cost information from each data system
  to provide a total cost estimate
• Provides single point traceability by displaying
  status and release information for each BCR
  created by the CSRD

34
RMO Overview (contd)

• RMO Matrix
• Displays number of CSRDs in each status code
• Click on hyperlinked numbers to view CSRDs
• Filterable by data system, CSRD type (SW Dev/non
  SW Dev), and/or stored query
• Menu buttons on left hand side to create new
  CSRD, search CSRDs or open CSRD detail

35
Sample RMO Matrix screen
36
RMO Overview (contd)

• CSRD List
• Displays general information on selected CSRDs
• Click on hyperlinked CSO Control to view CSRD
  detail
• Click on hyperlinked Originator for contact
  information
• Ability to view CSRDs in navigation mode
• Reporting capabilities at bottom of screen

37
Sample CSRD List screen
38
RMO Overview (contd)

• CSRD Detail
• CSRD number displayed at top of screen
• CSO control number displayed under CSRD number
• Link to Routing list next to Status Code near top
  of page
• Button to generate detail report at bottom of page

39
Sample CSRD Detail screen (pt.1)
40
Sample CSRD Detail screen (pt.2)
41
Sample CSRD Detail screen (pt.3)
42
Sample CSRD Detail screen (pt.4)
43
Sample CSRD Detail screen (pt.5)
44
Sample CSRD Detail screen (pt.6)
45
AHRF Overview

• Ad Hoc routing function to send issue to an
  individual
• Recipient will receive item in personal
  workbasket and notice (email, pop-up) when it
  arrives
• Functions as part of PTS, AITS, and RMO
• Routes include link to routed item for quick
  navigation

46
Sample Add Route screen
47
Typical routing list as it appears in PTS, RMO,
and AITS
Sample routing detail screen
48
HDMS Overview

• Hierarchical Document Management System allows
  attachment of any document type to PTS issues,
  AITS actions, or RMO CSRDs
• Stores documents in database, eliminating need to
  maintain a local copy
• Functions as part of PTS, AITS and RMO

49
Sample attachment list as it appears in PTS, RMO
and AITS
Sample screen for adding/editing/viewing
attachments
50
Sample screen for editing attachment properties
51
Advantages of ISMT

• Web based system no software to install, anyone
  inside .mil domain can access
• Access outside of .mil possible through RSO on
  the AF Portal
• Highly customizable to meet each data systems
  needs
• Utilizes email in PTS process so everyone can
  stay informed even if they are not logged in