Allowed Values Allowed Values enable the setting of parent - child relationships between fields. For example, Category may be dependent upon Product, or Component may be dependent upon Module. ExtraView allows the administrator to maintain the values of the children that are allowable for the parent field.
Aging Report An ExtraView report that shows the length of time for which a group of issues remain in one or more statuses. Drilldown and see the path and time that each issue has taken to reach its current point in the workflow.
Assigned To The person to whom an issue is currently assigned.
Behavior Settings A location within ExtraView administration containing the various customizable system settings, such as password expiry, email subject line, default user group, etc.
Business Area ExtraView can be segmented into separate areas that share business logic and screens. This is typically used if you need to set up multiple tracking systems for different parts of your company. Within these areas, you can set up further differentiation, by using projects within these areas.
Business & Email Rules These are rules created by the administrator and are executed automatically as you insert, update, or clone issues
Calendar Field A user feature designed to simplify the process of entering date/time for fields involved with time-oriented selections. The feature is activated by clicking the "calendar" icon found beside date/time fields.
CC Mail A user feature allowing you to send "one time" email notification to a specific ExtraView user. Clicking the "people" icon pops up a list of named users from which to choose.
Category The type classification of an issue, relative to product or project, etc. For example, "hardware" or "software" could be issue categories that you might select when entering a new issue.
Column Report A report that the user designs to display only desired fields, and which sorts according to the sort order specified.
Container Report Container reports are used to combine the contents of multiple reports into a single PDF format report. The reports may be embellished with cover pages, headers and footers.
Chart A report where the results are displayed in chart form. Many types of charts may be generated.
Custom URL Report Custom URL reports are used to present data from sources external to ExtraView within the ExtraView environment and to provide a structure to display customized reports.
Dashboard Report Dasboard reports combine summary reports, matrix reports and charts together into a single report.
Data Dictionary The central place where all field definitions are stored and maintained. This is the place where the administrator may change the display titles for database fields (database tab), screen fields (label tab), screen titles (screen tab), and user-defined fields (UDF tab).
Detailed Report Contains all the information for a given issue record. From the Search/Report screen, users select filter criteria, or enter values into desired fields, and click the detailed report button.
Document Repository The output from scheduled reports may be sent to a repository. Users may view the output from the reports, but cannot change the document as stored.
Email Format A feature that allows users to select from among a list of possible formats for incoming email messages from ExtraView. The choices are HTML, Plain Text (full), and Plain Text (brief). Plain Text (full) displays the entire email, while Plain Text (brief) shows just a few lines, so that the issue may be recognized.
Escalation Rules These are rules that are executed automatically by ExtraView, according to a schedule determined by the administrator. For example, issues which remain in a given status for longer than a given period may be escalated automatically, to ensure visibility of an impending deadline.
Expanded Query A feature of the ExtraView reporting system that allows the user to create more complex reports. Expanded Queries lets you select multiple values from the available pick lists for a single search. Click the run report button on the search screen, and then click the Select Filters button to display.
Expression Expressions are typically created within fields that can be selected for reports. These expressions are evaluated when the report runs and can thus be used for operations such as arithmetic calculations.
Filter Filters are used to query the database, either from the Query screen or from within reports. Any number of filters can be set to refine your query, For example, you may query for a specific Product, Status, or any other field in your database. Queries may use different conjunctions such as and, or, union and intersect.
Home Page A configurable page where users may place and return reports
Installation Setup The location in ExtraView administration where the basic site setup and configuration parameters are selected. For example, select background colors, font colors, etc.
Interest List Named users may be added to the issue interest list for each issue by clicking the interest list button on the issue's edit screen. Once a user is added to the issue's interest list, the user will receive email notification on all updates.
Issue An issue is the default name we have chosen for individual records in the system. However, you are free to select terminology that best fits your organizational needs. For example, you can easily customize ExtraView so that issues become bugs, defects, problems, cases, etc.
Issue Number or ID The number automatically assigned to new issues once they have been added to the database. Issue numbers appear on the confirmation screen, in the email notifications, etc. Enter an issue number into the input field on the main navigation menu for quick lookups.
Issue History ExtraView retains a history of all changes made to a given issue record. The issue history button on the edit screen generates a visual record by producing detailed reports, in reverse order, of all changes. The particular change event on a given record is represented in red.
Keyword Searches Keyword searches allow querying for any word or string of characters that may appear within issues. They can be combined with other filters.
Linked Field Linked fields allow the user to link to a URL for referencing or cutting and pasting information. For example, if "Summit Consulting" was a customer, and the URL link navigated to the Summit Web site, the user could visit the site to grab information needed to complete the issue record. The feature is accessed by clicking on the "chain link" icon.
Manage Field List Data A location in ExtraView administration where you can add or edit the data found in all list boxes. For example, the selection choices found under Product, Status, or any UDF.
Matrix Report A report which counts two or more fields against each other, with one set of fields being displayed in columns and the other set of fields being displayed as rows within the report.
Menu Bar The set of menu options that appear at the top of the main window frame. These typically include access to your Personal Options, Reports, Roles and the Business Areas you may adopt.
Mobile Interface Mobile devices such as smart phones and tablets can be used to access ExtraView. These require the installation of a mobile client on the phone or tablet.
Module A module is an issue classification within ExtraView that is often linked to a given product or project. For example, a hardware product may have multiple modules, and issues may have to be entered against a given module within each product.
Multi-Value List Where the feature has been selected, dropdown lists will allow multiple value selection as a way to enable complex query filters, for example.
Navigation Bar The set of buttons that allow you to access all the key functions of ExtraView. Typically these include Home, Add, Query, Administration, Help and Sign Off. Permission is required to see and use several of these buttons.
Notification ExtraView has a considerable number of ways of keeping users informed with email notification. All users connected with an issue can be informed of both new issues and updates. Interest lists can be set up around field values, for example, an interest list for "critical" status issues.
Originator The name of the person who first entered the issue into the system.
Owner The name of the person who is assigned ultimate responsibility for an issue, such as an area manager.
Personal Interest List Personal email interest lists are field-level notification rules set up for individual users by the administrator. For example, a user may wish to be notified whenever a priority one issue for a given product has its status changed from open to closed.
Personal Options By clicking the personal options button on the Home screen, the user can edit a number of options, such as password, email address, format for email notification, etc.
Planning Report Planning reports are interactive in nature. They are used to display the start and end dates of events within your database. You may drag the start and end dates to different points on the calendar to update the underlying issue.
Popup User List A feature that lets the user select a named ExtraView user for an input field from a popup list. Clicking the "people" icon associated with a given field launches the user list popup screen.
Privacy Group Privacy groups can be created and individual users can be allocated to privacy groups. Issues can be kept private to members of a privacy group. This is most typically used to allow a company to share information internally, but make sure that individual customers can only see their own issues.
Projects Projects exist within Business Areas. Each project can inherit the structure of its parent Business Area, or can have a different structure, including screens, reports and business rules.
Quickedit A button labeled Quickedit or Qedit may be placed on many types of reports. When this is pressed, that row of the report immediately becomes editable and the user may update the values on the row.
Quickfind This refers to an algorithm that may be set up on your site to enable extremely fast searching of keywords within the text stored in issues.
Quicklist Report A Quicklist Report is a summary of the most important fields in your version of ExtraView Quicklists are ideal for selecting groups of records for further examination.
Related Issues Your administrator may have configured issues in many ways, such that distinct issues may be related together and then handled together.
Release Fixed The release or version number in which a particular issue was resolved or fixed.
Release Found The release or version number in which a particular issue was found.
Resolution Related to issue status, in that the resolution provides additional, detailed information relating to status changes. For example, if a status is set to "deferred", an appropriate resolution might be "to be fixed in next release".
Scheduled Report You can place most reports on a schedule to be run at times that you define. The scheduled reports are delivered via email to a list of users you nominate.
Screen Layout The way in which the various fields appear on an ExtraView input screen. Screen layouts are created using the Layout Editor, which is found in administration under the Configuration tab.
Screen Name Screen names are the titles that you see within the menubar on the various screens within ExtraView. For example, the screen name (or screen title) that corresponds to the database name "HOME_PAGE" is "Home Page".
Security Key Each field, button, and feature within ExtraView is controlled by a database name called a System Security Key. By turning these keys on and off for different user groups, the administrator may control read/write privileges for fields and buttons, by user group.
Security Permissions Security privileges are read/write privileges for fields and buttons (leading to functions) within ExtraView, which are specified by the administrator at the user group level.
Severity Severity is an issue classification option that is complimentary with "priority". Whereas a P1 priority indicates the time sensitivity for resolving the issue, "severity" indicates the "criticalness" of the issue, the extent to which its non-resolution could result in a serious bottleneck, etc.
Sign On Message An administrator created message that appears at the top of each user's Home Page and is visible to all users.
Status Change Rules Status Change Rules allow the administrator to control the process by which issue statuses may be altered. Common statuses are Open, Closed, Fixed, and Deferred. ExtraView can create state change rules based on three different formats: Default Format (all users must follow the same rules) User Group Format (different rule-sets apply for different groups) and Product Format (certain products have different rule sets than other products). Modification of an existing state change matrix is done in administration, under the Business Rules and Workflow tab.
Status A status is an issue classification within ExtraView. By changing statuses when updating an issue, the user creates a trackable event. For example, to resolve an issue with the status of Open, a user selects Fixed or Closed from the status list box. ExtraView allows rules to be set up around statuses, in order that a transition between different statuses conforms to the administrator's wishes.
Summary Report Summary Reports display summary information for any combination of fields in the ExtraView database. For example, a user might create a summary report to create a breakdown of how many issues have been fixed by each engineer in a given period, or a breakdown, by severity level, of all open issues in the system.
Taskboard Report You create a Taskboard report by defining fields you want to use to hold issues across and down the screen. For example, you might have the Status field across the report and the Assigned To field down the report. Issues are placed on tiles on the report, displaying fields you choose. You can drag issues from one cell on the report to another, thereby updating the fields on the report axes.
User Defined Field ExtraView comes with a certain number of "inbuilt fields", but also allows the administrator to create an unlimited number of user-defined fields (UDFs). UDFs are screen fields that have been defined (functionally, terminologically, etc.) to meet unique organizational requirements. UDF creation tools are located in the Data Dictionary area of administration, under the UDF tab.
User Role ExtraView is a "role-based" system. This means that individual users exist as members of user groups, which are defined by their profile, or total set of system privileges. Users may belong to more than one group, and thus may play more than one role. Common roles include: Administrator, Engineer, QA, and Guest.
Wildcards ExtraView allows the user to use wildcards (a symbol that acts as any character) when conducting searches. For example, to search for all owners that have the letter 'a' as the first letter in their name, you would time a* in the owner field.
Workspace A workspace allows many panels to be open, each containing an ExtraView function such as an add screen or a report. Interaction between the panels is available through drag-and-drop

 

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