Mastering Configuration and Customization in Jama Connect®

Requirements & Requirements Management

Mastering Configuration and Customization in Jama Connect®

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Mastering Configuration and Customization in Jama Connect®

Mastering Configuration and Customization in Jama Connect®

Jama Connect® is a powerful platform designed to streamline requirements management and foster process standardization across organizations. Its flexibility allows teams to tailor the system to their unique workflows while maintaining consistency. This article delves into effective strategies for configuring and customizing Jama Connect to align with your organization’s processes.

Embrace Process Standardization

While Jama Connect offers extensive configurability, it’s essential to prioritize process standardization. Aligning team-specific needs with a unified process ensures consistency and efficiency. Before implementing custom configurations, evaluate whether existing setups or minor adjustments can meet your requirements. This approach minimizes complexity and promotes a cohesive workflow.

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Implement a Configuration Change Control Process

As your team interacts with Jama Connect, new configuration needs may emerge. Establishing a Configuration Change Control process helps manage these requests systematically. Form a configuration change board responsible for reviewing and approving configuration changes. This board assesses requests to determine if they can be addressed through process alignment, existing configurations, or user training. Such governance ensures that changes are deliberate and beneficial.

Customize Item Types Thoughtfully

Item types in Jama Connect define various artifacts like requirements, test cases, and risks. While creating custom item types can cater to specific needs, it’s advisable to limit their proliferation. A streamlined set of item types simplifies management and enhances reporting consistency across projects. Before adding new item types, consider adapting existing ones to serve multiple teams, ensuring they are not over-configured with unnecessary fields. Remember, changes to item types affect all projects, as they cannot be customized individually.

SOURCE: Jama Software Help: Adding and Editing Item Times

Personalize the Explorer Tree

The Explorer Tree is central to navigating projects within Jama Connect. Users can tailor this feature to display information most pertinent to their roles:

  1. Access Explorer Settings: Click the gear icon at the top of the Explorer Tree.
  2. Adjust Preferences: In the settings window, choose options such as displaying item IDs, showing only folders, or enabling outline numbering.
  3. Apply Changes: Save your settings to customize your view.

These adjustments enhance usability and focus, allowing users to concentrate on relevant project components.

SOURCE: Jama Software Help: Setting Up Your Work Environment

GET STARTED: The Essential Guide to Requirements Management and Traceability

Configure Views for Consistency

Standardizing how information is presented aids in clarity and collaboration. Organization administrators can set default fields for various views:

  • Projects List View
  • Projects Reading View
  • Reviews Single Item View
  • Reviews Reading View

To configure these views:

  1. Navigate to Admin Panel: Select Admin > Organization > Item Types > Views.
  2. Select and Edit View: Choose the view to configure and specify the default fields.
  3. Save Settings: Apply changes to establish consistent views across the organization.

Consistent views ensure all users access and interpret information uniformly, reducing misunderstandings and errors.

SOURCE: Jama Software Help: Configuring Views

Customizing Your Workflow in Jama Connect

Jama Connect allows you to fully customize your workflow process to align with your unique organizational needs. Whether your workflow follows a simple pattern, such as “Draft → Reviewed → Approved,” or a more complex series of states, you have the flexibility to define and manage it directly within Jama Connect. This customization ensures alignment with your team’s processes, facilitating smoother transitions between stages and maintaining clear visibility into the current status of your work items. By tailoring workflows, teams can improve efficiency, maintain compliance, and ensure that the right steps are followed throughout the project lifecycle.

WHAT SHAPE IS YOUR DATA IN: Free Data Model Diagnostic™

Customizing Review Center

The Review Center within Jama Connect also supports significant levels of configuration and customization, empowering teams to manage reviews effectively. For example, you can enable features like voting mechanisms to gather stakeholders’ input, implement electronic signatures for requirements to ensure traceability and compliance, or lock items automatically once they reach a specific state in the review process. These configurable options provide enhanced control over collaboration, allowing teams to tailor the review process to meet business goals while fostering accountability and transparency among all participants.

Enhance Test Execution with Custom Fields

During test execution, capturing specific data can be crucial. Adding custom fields to the Test Run item type allows testers to input additional information:

  1. Access Test Run Configuration: Go to Admin > Item Types > Test Runs.
  2. Add Custom Field: Click ‘Add field,’ complete the form, and save.
  3. Utilize in Test Runs: The new fields will appear during test execution for data entry.

This customization enables teams to collect all necessary information during testing, enhancing the quality and traceability of test results.

SOURCE: Jama Software Help: Configuring Customized Fields

Regularly Review and Update Configurations

As projects evolve, so do processes and requirements. Regularly revisiting Jama Connect configurations ensures they remain aligned with current needs. Schedule periodic reviews to assess the effectiveness of existing setups and make necessary adjustments. This proactive approach keeps the platform responsive and relevant.

In conclusion, effectively configuring and customizing Jama Connect involves a balance between flexibility and standardization. By thoughtfully implementing changes, governing configurations, and maintaining regular reviews, organizations can harness the full potential of Jama Connect to support their unique workflows while ensuring consistency and efficiency.

Editors Note: This blog post was written using our Jama Software Help resources and leveraging AI assistance for organization and streamlining purposes. This article is not meant to be comprehensive. For help configuring or customizing your Jama Connect instance, please reach out to your customer success manager. If you are not yet a Jama Software client, but interesting in speaking more about Jama Connect, please visit this page: https://www.jamasoftware.com/platform/jama-connect/trial/

Mario Maldari
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