Manage Defects

You may create, manage, and track defects in Rally. Use defects to track problems found while developing a user story, or as a stand-alone work item to account for regressions. Defects may be prioritized and scheduled on your backlog with stories.

Defects consist of the following topics:

Create defects

You can create a defect in Rally from multiple 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 an associated defect

When working on a scheduled user story and a problem is found, you can create a defect that is associated with the active story. This helps your team know why progress on a story may be stalled, and the product owner can verify that the defect is closed before acceptance.

From the Track page or board app:

  1. Click the add icon in the footer of a card and select Defects.
  2. In the defect details display, click Add New.
  3. Enter a name for the defect.
  4. Click Add to quickly create the defect. Click Add with Details to open an editor window and enter additional detail.
  5. The card is updated to display defect status.

Add Defect


From the detail page of a user story:

  1. Click the Defects link from the sidebar.
  2. Click Actions and select New Defect.
  3. The defect editor displays.
Add a defect

Create a stand-alone defect

You may also create stand-alone defects to represent regressions or other scenarios. Stand-alone defects can be prioritized with user stories on the Backlog, so the team can balance the planning of fixes against new feature work.

From the Backlog page:

  1. Click Add New.
  2. Select Defect from the drop-down.
  3. Enter a name for the defect.
  4. Click Add to quickly create the defect. Click Add with Details to open an editor window and enter additional detail.
Add a defect from the Backlog

Edit defects

Inline

You may edit defect fields inline from the Backlog page. Double click any row to enter inline editing mode.

  • Press Enter to save changes and move to the next field down.
  • Press Tab to save changes and move to the next field to the right.
  • Click to save your defect or click to cancel.

Edit defects inline


You may also edit the Name, Owner, and Plan Estimate fields directly on cards when viewing the Track page or board app.

Inline edit defects


Editor window

You may call an editor window to edit any defect fields, including those not displayed on summary pages. Use an editor window when you need to change multiple fields, or make extensive rich-text changes.

  • From the Backlog page, click the gear icon to the left of a defect and select Edit.
  • From the Track page, click the gear icon in the header of a card (or from the defect detail display) and select Edit.
  • From the detail page of a defect, click Actions and select Edit.

Concurrency conflicts may occur if multiple users edit the same defect. The first user to make their changes and click the Save & Close, Save & New, or Save buttons will have their changes committed. When subsequent users make their changes to the same defect then attempts to save, they are presented with an option to Review my changes or Overwrite with my version.
concurrency

If you select Review my changes, you are returned to the defect editor so the changes can be copied and not lost. If you select Overwrite with my version, your changes are saved and the other users changes are overwritten. Overwrite with my version where attachments are added and edited will save both users' changes as well as apply deletions.

View defect detail pages

The defect detail page provides a view of an individual defect.

From the page, you can:

  • View a Read-Only display of a single defect in its entirety including all current field values and any custom fields that are available in your workspace
  • The sidebar located on the left of the page displays any associated work items related to the current defect. Click any link to navigate to the summary page of the related items
  • Use the show and hide icons to control the sidebar links display
  • Use the Actions menu located in the upper right of the detail page to select options such as Edit, New, Copy, Print, Delete, Convert to User Story and other specific actions directly from the page
  • As you navigate through the associations, the Actions menu options vary in relation to the related items you are viewing

My Defects app

The My Defects app can be added to your Dashboard or a custom page. Only those defects that list you as the owner are displayed in this view. Use this view as your daily defect workplace.

My Defects

From the app you can:

  • Add query filters to refine the data displayed; you can filter by any standard or custom field
  • Add standard and custom fields to the app display through the Edit Settings menu
  • Hover over the FormattedID of defects to see description details
  • Click the FormattedID of defects to navigate to the item's detail page
  • Double-click inside of fields to edit details
  • Sort data by clicking column names

Schedule defects

When planning work, you can select stand-alone defects from the backlog and schedule them into an iteration.

From the Plan page

  1. Click the Plan tab.
  2. Select the Show Defects icon.
  3. Open defects display on the left side of the page.
  4. Locate a defect to be scheduled and drag it into the desired iteration to the right.
  5. Your defect is now scheduled. The related scheduled fields on the defect detail page are updated to reflect the scheduling information.

From the detail page of a defect

  1. Click the FormattedID link of a defect from the Backlog or Plan pages.
  2. Click Actions and select Edit.
  3. From the editor window, choose an iteration from the drop-down next to the Iteration field.
  4. Click Save.

    The defect is scheduled and can be viewed on the Track page.

Delete Defects

Delete a defect through the defect detail page:

  1. Navigate to the detail page of any defect by clicking its FormattedID link from the Backlog or Plan page.
  2. Click Actions and select Delete.
  3. The defect is placed in the Recycle Bin.

The Delete command is available from gear menus when viewing the defect on the Backlog page, as a card on the Track page, or from the defect details display within a user story card. Use this option to quickly delete a defect.

Delete defect

Manage duplicate defects

When you find a duplicate defect, you may associate it to the original defect, and then close the unnecessary copy.

Note: On the chooser page, if you select items and then click to the next page , your selections on the first page are not saved. Filter your search criteria and increase your display to limit your results to one page.

Add duplicate defects

  1. From the detail page of a defect, click the Duplicates link in the sidebar.
  2. Click Actions and select Add Duplicates.
  3. The Choose Duplicates window displays with all the defects in your subscription. Select one or many defects by clicking the check box. When you are done selecting defects, click the Choose button.
  4. The selected defect(s) display in the Duplicates pane.

Remove duplicate defects

  1. From the detail page of a defect, click the Duplicates link in the sidebar.
  2. Click Actions and select Remove Duplicates.
  3. The Choose Duplicates window displays with the duplicate defects. Select one or many defects by clicking the check box. When you are done selecting defects, click the Choose button.
  4. The selected defects are removed from the display.

Navigate Between Duplicate Defects

Use this method to quickly navigate to the duplicate defect to close it.

  1. Click the Name link of the duplicate defect.
  2. The detail page of the duplicate defect displays.
  3. Click the Duplicates link in the sidebar to return to the original defect.

Convert a defect to a user story

Defects that are enhancement requests can be converted to user stories from the defect detail page. This allows you to close a defect and create a user story in one action.

When you convert a defect, the tasks and attachments will be associated with the new user story, and the defect will be closed.

From the detail page of a defect

  1. Click Actions and select Convert to User Story.
  2. Click OK to close the defect and creates an unscheduled user story.
  3. Click Cancel to stop the conversion.

Field conversion:

  • Resolution is changed to 'Converted'.
  • Iteration information is included in the new user story.
  • Defect fields that don't exist in a user story are stored in the Notes field as name-value pairs.
  • Custom Fields are stored in the Notes field as name-value pairs.
  • If there are required custom fields for user stories, an editor will display. Fill out the required fields to complete the conversion.
  • Defect revision history is preserved.

Defect 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 in the editor window.

Field Description
General
ID A system generated ID that is assigned to your defect; it is unique and will never change. The ID consists of a prefix and a numerical value (ex DE123). The prefix can be customized by an administrator. Also known as FormattedID
Name A textual Name of the defect. A required entry field.
Tags Use this field to create or associate a tag to the defect. The Tag field is useful for categorizing and sorting multiple work items.
Description Use this rich text field to record a description of the defect. You can perform advanced formatting such as including images, bold, italics, and bullets.
Attachments Browse for a file to attach to your defect.
Attachments Description Provide additional text information (up to 256 bytes) to describe your attachment.
Owner Specify the owner of the defect.
Defect
State Select a state from the drop-down. When the State is changed to Closed, the date the defect was closed is appended.
Environment Select a value from the drop down to describe the environment in which the defect was discovered.
Priority Select a value from the drop-down list that indicates the importance of the defect. These values can be customized by an administrator.
Severity Select a value from the drop-down list that indicates how critical the defect is. These values can be customized by an administrator.
Submitted By This field is defaulted to the team member that creates the defect.
Creation Date A read-only field that displays the date the defect was created.
Found In Enter the build or version number in which the defect was found. This field is alphanumeric and supports the use of special characters.
Fixed In Enter the build or version number in which the defect was resolved. This field is alphanumeric and supports the use of special characters.
Target Build Enter the build number in which the defect is expected to be resolved. This field is alphanumeric and supports the use of special characters.
Verified In Enter the build or version number in which the defect was verified. This field is alphanumeric and supports the use of special characters.
Target Date Click the calendar icon and choose a date the defect is expected to be resolved.
Resolution Select a value from the drop down that best describes the resolution action for the defect.
Affects Doc Place a check mark in the box to help track those defects whose resolutions impact documentation or release notes.
User Story Select to associate the defect with a user story by clicking the Choose icon to the right of the Work Product field. The Choose a User Story window appears listing all available user stories contained in the project. If you create a defect from another work item, this association is automatically established for you.
User Story Description Displays the contents of the Description field of the associated user story.
Schedule
Schedule State Indicates the progress that has been made toward the completion of the defect. There are six states that can be set from the drop-down list. The first and last states can be customized by an administrator to help you better manage your process. The following identifies the default states that the defect can move through:
  • Defined: The development team can write tasks and provide estimates. This is the defaulted state value for a new defect and cannot be customized.
  • In Progress: The defect has been committed to an iteration and work has begun on the defect. 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 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 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 check box.
Ready This checkbox can be used to indicate that a defect is ready to move into the next stage of development or review. When using board apps such as the Iteration Tracking Board, the defect will display with a green border in the app. You may set up notifications against the Ready field to be alerted when the field is checked.
Blocked Reason Use this field to notate why progress on the defect is currently blocked.
Iteration Indicates the iteration to which the defect is assigned. Select an iteration by clicking the drop-down to list of all available iterations 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 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 defects 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 details.
Custom
Custom Fields Custom fields that have been defined for your workspace are available for your use and displayed in this section.

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