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Step-by-step guide

1. You will receive an email from Jira for each project that requires an update indicating it the project status has been changed to “Requires Status Update” as a status.You can either Either follow the link to your item provided in the that email you receive or navigate to https://jira.uwaterloo.ca/secure/RapidBoard.jspa?rapidView=347&projectKey=ISTPPM&selectedIssue=ISTPPM-5.
2. To update status:
   1. Either click on “In Progress” on the issue detail screen (image below).
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   2. or click and drag the item requiring an update from the “Requires Update” column to the “In Progress” column (image below). The “Only My Issues” Quick Filter will hide all items except those assigned to the logged-in user.
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3. Regardless of which option is used, the status update dialog will present the following screen:
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4. Update the Percent complete to reflect current progress.
5. Update the Health (Red, Yellow, Green).
Add a comment detailing any key items for the status update (activities or deliverables completed, issues arising, changes to the schedule, etc
6. to your item on the ISTPPM Board. The “Only My Issues” quick filter can help you find your items in the list.
7. To make an update on ISTPPM Board, trigger the update by simply dragging the item from the “Requires Status Update” column into the “In Progress” column.
8. To update from via the email link, trigger the update by clicking “In Progress” from the options presented:
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9. Either of the above updating options will present the following dialog:
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10. Update the information to reflect the current status and provide a brief comment including any significant updates (work completed, milestones, risks for attention). Then click “In Progress” to complete the process.

You may update project status at any time by navigating to the issue detail screen and updating the values. At a minimum, monthly updates are required for portfolio status.

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