Process
Every Epic must have one of these unless it is a triage not needing blockers
What is Issue in Epic
These 2 states for incoming and 1 state for approved Epics are used for G0 agenda respectively
What is Open/Owner and CCB
This state is used when a quote is sent
What is Resolved
These two tickets should be created if it is suspected to be quotable.
What is Quote and Invoice
These two fields are required when the resolution is Fixed on an Epic
What is Software Change and Configuration change
The PM selects this field after quote acceptance for Epics blocked by Quote
What is Planning
This team’s blocker requirements may not be known at G0 or G1 and may need a ROM effort for G1 quote estimates.
What is ITOPS or SysOps/DbOps
These two data points are required in the ticket for Sales to VR an invoice ticket
What is Invoice # and Month
A minimum of these 3 things should be included in every Epic description
What is Revision, Background, Requirements
These resolution types are used for implementation, no fix required, completion of task, and do not plan to do
What are Fixed, As Designed, Done, Won’t Do
This field describes the affected version, description of change, what was tested, and resolved version
What is Implemented Solution
For an unapproved quote ticket, these 4 things should be captured in the Description prior to moving the Epic to G1
What are description of deliverable/service, an email address to send the quote to, a breakdown of the approved estimates from G1, and context of schedule (if applicable).
These two fields should be completed on the Epic when a customer accepts a quote and is invoiced respectively.
What is Quote Accepted and Invoice Sent
A minimum of these two things should occur when you have a change in requirements of a G1 approved ticket that is not significant enough to take back to G0.
What is add a revision and comment on blockers
These 5 are the components used for blockers
What are AD_SWE, AD_PERF, AD_WB, AD_SysOps, AD_DbOps
A maximum of these 4 fields must be complete when resolving a ticket
What is Resolution, Implemented Solution, Config Change, Software Change
These two things represent when a Quote and Invoice task are approved to be worked (i.e. Open)
What is G1 approval for quote and Production Deployment and acceptance for invoice
This state is used when a quote is accepted
What is Verified Resolved.
These two things should be considered when before adjusting a previously approved planned end date
What is commenting on blocker or taking back to Planning
The Verified on Test and Q/A software states represent what
What is Ready for Programs QA and Ready for Deployment
Only the Gate Approvers are allowed to change RFRB to these 3 states unless otherwise specified
What is Scoping, Execution, and Quote
A PM is done with a project that has blockers when it is ready for this gate and the tickets are in this state and what is the exception.
What is G2 and Verified Resolved and the exception is Invoice
This team is responsible for the quote and invoice tickets
What is Sales
The PM should monitor daily these two Sections on the Programs page to check when their Epic is scoped, ready for QA or deployment
What is Estimated and Programs Test & Deployment
The PM is expected to champion, own, and provide the highest quality of this process and communication tools
What is Jira and Confluence