Manage Defect Suites

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What is a Defect Suite?

A Defect Suite is designed to allow you to schedule a collection of defects as a group in an iteration or release.

Defect Suites consist of the following topics:

Creating a defect

You can create a defect suite in Rally from several locations. This flexibility allows you to progress through work activities and create a defect whenever you need it from logical positions within the Rally application.

Create a defect suite from any of the following locations:

Defect Suite Summary View:

  1. Click the Actions button and select New Defect Suite... or,
  2. Click the Actions button and select Inline Add.

    3. This option creates a new line in the defect suite summary display and allows you to record minimal information. You can edit the defect suite later for further elaboration.

Defect Suite Detail page:

  1. Click the Actions button and select New.
  2. The defect suite editor displays.

Add Defects to a Defect Suite

You can add or remove defects to the defect suite from the following locations:

Defect Suites Summary page.

  • Click the New Defect icon to add a new defect to the defect suite.
  • Click the Add Defect icon to add one or more existing defects to the defect suite.

Defect Suites Detail page.

Use the Associated Defects summary page to add defects to a defect suite.

  • Select New Defect... menu option from the button. The defect editor displays. When saved, the new defect is automatically associated with the defect suite.
  • Select Add Defect(s)... menu option from the button. The defect chooser displays. Select the defect(s) to be added to the defect suite. Use this method to associate one or more existing defects with the defect suite.

Defect Summary page.

  • From the defect detail page, click the Defect Suites link in the sidebar.
  • The Defect Suites summary page displays.
  • Select Add to Defect Suite... menu option from the button. The defect suite chooser displays. Select the defect suite. When saved, the defect is automatically associated with the defect suite.

Editing a defect suite

With the Editor:

  1. Click the edit icon Inline Edit of the defect suite you want to edit. The editor displays.
  2. Complete your edits.
  3. Choose Save & Close, Save & New, or Save.

Inline:

  1. Double click the defect suite row you want to edit. The row changes to edit mode.
  2. Complete your edits.
  3. Click Inline Save to save your defect or click Cancel to cancel.

Viewing the Defect Suite Summary and Detail pages

Summary Page

The Defects Suite Summary page provides a summary listing of all defect suites represented in Rally and is the gateway to viewing individual defect suite details and their associations.

The Defects Suite Summary allows you to:

  • Expand/collapse the hierarchical view of the defect suites and their related Defects by clicking the + and - icons. Expand your view to display all related defects contained within a defect suite. Each defect displays it's related State, Priority and Severity. The State field accumulates and displays a total value on the defect suite line such as "3 of 8 closed" to help you easily identify the number of total defects contained within a suite, and the number of those defects that have been closed.
  • Inline Edit defect suites or defects: Double click any defect suite to edit.
  • Row Actions: The row actions allow you to create new defects and add existing defects to the defect suite or edi the defect suite through the defect editor.
  • The Action menu options also allow multi-edits, printing, and exporting.

Detail Page

The Defect Suite Detail page provides a view of an individual defect suite. From the defect suite detail page, you can:

  • View a Read-Only display of a single defect suite.
  • Perform multiple activities on the defect suite.
  • Navigate to other work items associated to the defect suite.

Multiple actions can be performed from the defect suite detail page.

  • The sidebar located on the left of the page displays any associated artifacts related to the defect suite. Click any sidebar link to navigate to a summary view of the related artifacts of the indicated type.
  • Use the show and hide icons to control the sidebar links display.
  • Click the URL icon in the upper left hand corner of the Detail page to open a new defect suite detail page with the complete URL to this work item. From here you can copy the URL to use as a reference link in email to team members, attachments to other work items, etc.
  • Use the button located in the upper right of the defect suite detail page to select action options such as Edit, New, Copy, Print, Delete and other specific actions directly from the defect suite detail page.
  • As you navigate through the sidebar, the button menu options vary in relation to the artifact you are viewing. The top section of the menu options apply to the root artifact (in this case the Defect Suite), while the lower half of the options apply to the associated work item.

Viewing Associated Suite Defects

Use the Associated Defects section of a defect suite detail page to view all defects that are included in the defect suite.

From the Associated Defects page you can:

  • Add or remove defects to the displayed defect suite selecting the related menu option from the menu.
    • Select New Defect... menu option and the defect editor displays. When saved, the new defect is automatically associated with the defect suite.
    • Select Add Defect(s)... menu option and the defect chooser displays. Use this method to associate existing defects with the defect suite.
    • Select Remove Defect(s) menu option to remove defects from the defect suite.
  • Filter your defects using attributes such as Severity, Priority, State, Owner and Package.
  • Sort your display using any defect attribute except Package.
  • Click any hyperlinked ID or Name to navigate to the detail page of the defect.
  • Remove an individual defect from the suite by clicking the remove icon .A message displays asking you to confirm your action.
  • Edit a defect by clicking the edit icon.
  • Copy a defect by clicking the copy icon.

Deleting a Defect Suite

Delete defect suites from the defect suite detail page.

  1. Open the defect suite detail page.
  2. Click the button then select Delete.
  3. A message displays asking for confirmation.
  4. The defect suite is deleted.

Deleting a defect suite does not delete the defects. The association between the defect suite and defect is removed.

Remove a Defect from a Defect Suite

Defects can be removed from a defect suite through the defect suite detail page.

  1. From the defect suite detail page, click the Associated Defects link in the sidebar.
  2. Click the remove defect icon of the defect you want to remove.
  3. A message appears asking you to confirm.
  4. Click OK to confirm your action and the defect is removed from the defect suite.

Defect Suite Fields

The following fields are presented to help you describe or add detail to a defect. These field values can be set when creating or editing a defect.

Required fields are highlighted in red on the full screen editor.

Field Description
General
ID A system generated ID that is assigned to your defect suite; it is unique and will never change. The ID consists of a tag prefix and a numerical value. The tag can be customized by your system administrator to reflect a differentiating prefix for each work item defined in your project.
Name A textual Name of the defect suite.
Description Use this rich text format field to record a description of the defect suite.
Owner Specify the owner of the defect suite.
Package Select a package name to logically group related work items into a common container. The package names can be customized by your subscription administrator
Project Select a project from the drop down list.
Schedule
Schedule State Indicates the progress that has been made toward the completion of the defect suite. There are six states that can be set from the drop-down list. The first and last states can be customized by your subscription administrator to help you better manage your process. The following identifies the default states that the defect state can move through:
  • Defined: The development team can write tasks and provide estimates. This is the defaulted state value for a new defect suite and cannot be customized.
  • In Progress: The defect suite has been committed to an iteration and work has begun. This state can not be customized.
  • Completed: All related tasks have been completed. When the state for all of the tasks are set to Completed, the defect suite is automatically rolled up to reflect the Completed state regardless of its initial setting. This state can not be customized.
  • Accepted: The acceptance criteria has been met. This state can not be customized.
Blocked Indicates that work on the defect suite can not continue until all issues preventing further progress are removed. If a task has been marked blocked, this field will automatically be checked in the editor. You can also manually block the defect by editing it and activating the checkbox. The blocked state will appear in the iteration status or release status view in red to indicate blocked, but will still carry the associated state letter so the initial state of the defect suite is not lost.
Release/Iteration These fields indicate the release or iteration to which the defect suite is assigned. Select a release or iteration by clicking the drop-down to list of all available releases or iterations contained in the project.
Plan Estimate Use this field to record how much effort is estimated to complete the defect. This field is a real number and can accept three digits followed by a decimal and two more digits. The units are defined by your administrator.
Task Estimate, Actual, and To Do Read-only fields. The values contained in these fields are rolled up from all associated tasks and displayed in the defect.
Rank Indicate the relative importance of your defect suite when manual ranking is in configured for your workspace. If Drag & Drop ranking is configured for your workspace, the Rank field is not displayed in the defect suite details.
Notes
Notes Use this rich text field for recording additional information associated with the defect suite
Revision
Change Description Use the Comment field to record any changes made to the defect suite during an edit. Change Description comments are stored and displayed in the Revision History page.
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